In this episode Lisa Shoalmire and John Ross introduce the Special Needs (also called Supplemental Needs) Trust and why every estate plan needs to include one!
A Special [Supplemental] Needs Trust – Every Estate Plan Needs One! Read More »
In this episode, John Ross and Lisa Shoalmire discuss a recent case of Lisa’s where the widow’s name was not on the recently deceased loan, and the troubles she and others like her are likely to face.
When the main borrower on the mortgage dies, who can do what? Read More »
In this episode, John Ross and Special Guest Alex Kent discuss what some of your options are as you try to recover from an injury needing more than just a few days of rehabilitation.
Skilled Nurse Rehab – Long Term Care Alternatives Read More »
In this episode, John Ross and Lisa Shoalmire discuss estates and how quickly and easily things can get out of hand!
Estates – the proverbial train wreck over a bundle of sticks Read More »
In this episode, Lisa Shoalmire and John Ross discuss issues revolving around long-term care facilities, dispelling some of the myths and explaining payment implications on placement.
Long-term care facility and your rights, what you need to know! Read More »
In this episode, Lisa Shoalmire and John Ross discuss the ins and the outs of both estate taxes and gift taxes and what the implications are when it comes to qualifying for medicaid.
Estate taxes and gift taxes, how do they impact medicaid? Read More »
In this episode, Lisa Shoalmire and John Ross discuss the ins and the outs of Living Trusts and what it means to you!
A Living Trust is also called an Inter-Vivos Revocable Trust – what you need to know. Read More »
In this issue, John Ross and Lisa Shoalmire discuss what faculties and capacities you need to have in order to legally make some big decisions as you age.
Legal vs Medical competency… there is a HUGE difference. Read More »
In this episode, John Ross and Christian Pool explore some of the more common elder scams and how to recognize and most importantly avoid them!
Elder Fraud – Don’t Get Taken for a Ride, You Might Just Lose the House Read More »
In this episode, John and Lisa discuss ways to not become a burden on your family.
Not becoming a burden on your family… how? Read More »
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