Late-Life Marriage and What it Entails
In this episode, John Ross and Lisa Shoalmire discuss issues revolving around late-life marriages and a few things to consider before tying the knot.
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Building an Interdisciplinary Team
In this episode, John Ross and special guest Devin Carroll discuss how to put together an interdisciplinary team of professionals to make sure you retirement/estate-planning/trust, etc. are lined up working seamlessly.
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When a Family Member’s Mental Illness Puts Them at Risk
In this episode, Lisa Shoalmire and John Ross discuss dealing with a family member who’s affected by some cognitive dysfunction, mental illness, or dementia to the point that they’re not making good decisions for themselves or they may even be at risk of harm.
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Asset Protection and Unforeseen Costs to Prepare For
In this episode, Lisa Shoalmire and John Ross discuss the issue of asset protection and several costs many seniors are not prepared for. What’s at risk?
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Sycamore Row | Real Issues Raised in John Grisham’s Book – Contesting a Will
In this episode, John Ross and Lisa Shoalmire try to answer: What is the reality of a will contest? What ways can you challenge it? What ways are likely to be successful? And what do you need to know to make sure it doesn’t happen to you?
Sycamore Row | Real Issues Raised in John Grisham’s Book – Contesting a Will Read More »
What To Do Before and After Somebody Dies
In this episode, Lisa Shoalmire and John Ross discuss several steps to take before and after a loved one passes away.
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Families and Caring for an Aging Loved One
In this episode, John Ross and Lisa Shoalmire discuss issues regarding dealing with the estate and property of deceased loved ones to help avoid some family conflicts.
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Transfer of Asset Penalty | Non-Service-Connected Veteran’s Benefit Requirements
In this episode, Lisa Shoalmire and John Ross introduce a pending change to Veteran’s Benefit requirements which may end in a transfer of asset penalty if not anticipated in advance.
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The Caregiver Act – how wartime veterans can afford a home care provider
In this episode, John Ross and Lisa Shoalmire discuss affording home care and the new Caregiver Act for wartime vets.
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Scamming the Elderly | Tax Fraud, the IRS and The District Attorney Will Get YOU
In this episode, Lisa Shoalmire and John Ross discuss what might happen to the perpetrators scamming the elderly through tax fraud schemes.
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