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Second Half of Life Podcast

Education Podcasts

This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Williamsport and State College, Pa. Visit our website at PAElderCounsel.com.

This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Williamsport and State College, Pa. Visit our website at PAElderCounsel.com.

Location:

United States

Description:

This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Williamsport and State College, Pa. Visit our website at PAElderCounsel.com.

Language:

English

Contact:

570-322-2077


Episodes

Answering Submitted Questions About Estate Planning

6/9/2022
In this podcast episode, Attorney Megan Ingram and Long-Term Care Planner Tammy Zilske answer some questions that recent seminar attendees asked during the seminar. Among them are: - Differences between a healthcare Power of Attorney and a living will - Briefly explaining the five-year lookback as it relates to applying for Medicaid to pay for long-term care - The "four D's" as they relate to gifting - Differences in IRS gifting guidelines and Medicaid gifting rules - The filial support...

Duration:00:12:45

Dementia Dialogue Three MUST HAVE Conversations to Protect Your Family from Financial Devastation

5/26/2022
Caring for a loved one who is living with Alzheimer's disease or a related dementia can be quite challenging and should not be underestimated. Having conversations early and often is the key for making sure the right health care decisions are made in the second half of life. In this episode, Attorney Megan Ingram and Long-Term Care Planner Tammy Zilske discuss three conversations that need to happen within your family if you have a loved one that has a dementia, and also answer the following...

Duration:00:48:06

Basic Taxes to Consider in Estate Planning

5/6/2022
Taxes are a big part of what everyone needs to consider when doing their estate planning. Whether federal or state inheritance tax, how one structures their estate can make a big difference in what your estate tax is after you pass away. In this podcast episode, Attorney Jenna Franks gives a brief and general summary of what to consider when you do your estate planning with regards to taxes. Of course, every estate is different and the way it is structured with respect to taxes will also...

Duration:00:06:16

Transitioning to Adulthood as an Individual with Special Needs: Legal Concerns

4/22/2022
When a minor child with special needs transitions to being a legal adult (age 18), there are several things that need to be kept in mind from a legal standpoint and done correctly so that individual does not lose out on any potential benefits that he/she may be otherwise entitled. In this video, a recording of a presentation done for a private group in March 2022, Attorney Landon Hodges discusses those legal concerns for families that have individuals with special needs. Among the specific...

Duration:00:36:15

A General Overview of the Medicaid Qualification Process for Long-Term Care

4/6/2022
Most people know Medicaid as a general healthcare program for people with limited income and assets. While it is this, the program also covers long-term care costs for people that qualify, and one may be surprised to learn that you don't need to be entirely broke with little or no assets to qualify. So, how does that happen? In this episode, Long-Term Care Planner Kristin Daugherty gives a brief and general overview, without going into too many fine details, about how our firm helps people...

Duration:00:06:15

Things to Consider if You or a Loved One Needs Long-Term Care

3/22/2022
If you or a loved one suddenly or unexpectedly needs long-term care, it can be an overwhelming time with lots of questions. In this podcast episode, Long-Term Care Planner Kristin Daugherty answers some of those common initial questions that people have when faced with this situation, based on our firm's experience in working with such clients on a daily basis. Each individual's and family's situation differs, however, so if you find yourself or a loved one facing these circumstances, it's...

Duration:00:14:04

The Most Important Recommendation We Make to Our Clients

3/8/2022
Our clients trust us to give them sound legal advice with respect to planning for their second half of life. As a law firm, we strive to give all of our clients the best possible advice for their situation and goals, which can greatly vary depending on those two and other factors (how old they are, how's their health, etc.). But, we always make one recommendation to all of our clients regardless of their circumstances. In this brief podcast episode, Attorney Jenna Franks explains that...

Duration:00:03:10

How to Have Those Difficult Conversations and What to Discuss

2/23/2022
We get it! Having conversations with anyone - family or otherwise - about estate planning and what you want to have happen after you pass away isn't something anyone looks forward to. In fact, many people intentionally put off such conversations for one reason or another. But doing so can potentially cause a lot of hardship later on during what is likely already a difficult time after a loved one passes away. So, in this brief podcast episode, an excerpt from a virtual happy hour held on...

Duration:00:05:42

Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals

2/4/2022
In this recording of a virtual seminar originally presented on Jan. 27, 2022, Attorneys Julie Steinbacher and Megan Ingram-French teach you everything you need to know about trusts. Ever wondered if a trust might be the right estate planning tool for you? Then sit back and listen to this comprehensive presentation about trusts, how we generally use them at our law firm and why we set them up for our clients, who the key people are when a trust is set up, what assets can (and cannot) get put...

Duration:01:09:58

Trusts and Wills

1/19/2022
In this episode, an excerpt from a virtual happy hour event in November 2021, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske talk all about trusts and wills, and provide some basic information about both. This includes what each are, what generally gets put into a trust and how it is funded, how certain assets get moved into a trust, assets that usually aren't able to be moved into a trust, who controls a trust, how a will works and things to keep in mind when drafting your...

Duration:00:10:17

Things to Keep in Mind When Transferring or Selling Property

1/5/2022
Transferring or selling property to family members (or non-relatives), or making future plans to do so, particularly real estate but not necessarily limited to that, is generally a major part of estate planning. Generally speaking, the main goal in doing so for many people is to pass such property to desired beneficiaries in the most tax-efficient (cheapest) way possible. What's the best way to do so? Well, it depends on your unique situation and goals, and what's right for one person may...

Duration:00:05:03

What Happens if You Don't have a Power of Attorney?

12/29/2021
In this brief episode, an excerpt from a virtual happy hour Q&A event held last month, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske summarize what happens if someone doesn't have a Power of Attorney, and they are unable to make their own financial or healthcare decisions. They also discuss who could serve as someone's POA if an individual doesn't have any close or trusted family members willing or able to do it. In short, as uncomfortable as it may be to think about or...

Duration:00:02:14

The Importance of Having Estate Planning Discussions with Family

12/23/2021
As people gather with their family and loved ones for the holidays, that can sometimes be a place where discussions about estate planning occur. In this brief episode, an excerpt from a virtual happy hour event held November 17, 2021, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske discuss why it is so important to have these types of discussions with your loved ones before a crisis hits. For addition insight into this difficult but necessary subject of having the estate...

Duration:00:02:18

What is a Mental Health Power of Attorney?

12/21/2021
In this brief episode, an excerpt from a virtual happy hour event on Nov. 17, 2021, Attorney Chris Bradley and Long-Term Care Planner Tammy Zilske explain what is a mental health Power of Attorney, how it works, how it gets renewed, and what happens if the person it covers isn't able to renew it due to incapacitation.

Duration:00:03:54

Financial Fire Drill™ w/Brooks Stahlnecker

11/30/2021
Is it time to sound the alarm on your family's financial safety? In the case of a fire, a well thought-out plan can make all the difference between a safe escape and tragedy. But did you know that fire drills can also be utilized to save your family's financial future? In this episode, we're joined by Brooks Stahlnecker, financial advisor and president of the Stahlnecker Group, an education and motivational speaking firm based in Milton, Pa., that specializes in educating and motivating...

Duration:00:59:44

Adjusting Your Estate Plan Underneath Uncle Sam's Tax Hat

11/9/2021
The U.S. House Ways and Means Committee released draft legislation on Sept. 13, 2021 that proposed a series of tax increases and tax cuts that could greatly affect certain parts of estate planning. In order to update our clients on the latest happenings within Congress, Attorney Julie Steinbacher recently conduced this virtual seminar to summarize these changes and how they could affect those that have already done at least some portions of an estate plan, although it can certainly apply to...

Duration:00:50:55

Digging Deeper into Dementia Without Needing a Medical Degree

10/19/2021
In this episode, learn valuable tips and resources for coping with the devastating effects of dementia. This is an audio recording of a virtual seminar originally presented on September 29, 2021. in it, Attorney Jenna Franks, Long-Term Care Planner Kristin Daugherty and Specialized Care Planner Holly Reigh introduce a plethora of pointers to your most urgent questions and concerns about dementia. These include, but aren't limited to the importance of early and accurate diagnosis, care...

Duration:00:48:47

I Know Someone With a Trust, so I Need One Just Like it, Right?

9/28/2021
In this brief podcast episode, Attorney Jenna Franks and Long-Term Planner Kristin Daugherty explain how unique each individual trust can be, and why one size definitely doesn't fit all when it comes to trusts.

Duration:00:09:16

Avoid Alzheimer's Agony: Three Reasons Why You Should Ask for Help!

9/22/2021
If you or a loved one has been diagnosed with Alzheimer's or Dementia, you may be overwhelmed with this new reality and have questions pertaining to future care. Learn what action steps are necessary to avoid becoming paralyzed by this mind-erasing disease. In this episode, an audio recording of a virtual seminar originally presented in August 2021, Attorney Brittany Smith, Long-Term Care Planner Tammy Zilske and Specialized Care Planner Holly Reigh reveal answers to top questions about...

Duration:00:48:14

Five Payment Options You Didn't Know Existed When Faced with Sizable Nursing Home Bills

9/13/2021
Don't let financial frets frazzle your thoughts and prevent you from getting a restful night's sleep! If you are concerned about how you will make ends meet should you or a loved one need care in a nursing home or assisted living community, then it might be time to tackle the elephant in the room. Stop wasting time worrying and start putting a written plan into place! In this episode, an audio recording of a virtual seminar originally presented in August 2021, Attorney Brittany Smith and...

Duration:00:33:28