In this episode, Lisa and John discuss the three things that every good estate plan should contain: incapacitation, asset transfers at death, and the people that you’re leaving behind.
Part 2 – In this episode, John Ross and Lisa Shoalmire discuss what happens when people make poor decisions as they approach retirement and the potential consequences of those choices.
In this episode, Lisa Shoalmire and John Ross discuss a recent case in the Texas Supreme Court which dealt with an appeal of an inheritance that may have been manipulated by a would-be-inheritor or an incidental outsider.
In this episode, John Ross discusses some of the issues related to asset protection, some of the issues related to how to protect your assets, when to do it, how to do it, what your different options are, and what kind of liabilities are out there.
In this episode, Lisa Shoalmire and John Ross discuss protecting the disabled’s assets while providing a quality of life, changing wills after a person has died and the new challenge of getting a guardianship granted in the state of Texas.
In this episode, Lisa Shoalmire goes over a few things that we believe are going to be on the table or maybe not on the table, if you have some fears and concerns, through this new administration.
In this episode, John Ross and Lisa Shoalmire discuss common bits of bad advice from fellow professionals: lawyers, accountants, financial advisors…Like the infamous ‘Dresser Drawer Deed’.
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.
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.
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.
In this issue of Aging Insight, John speaks with Jeremy Dreesen discussing the role that college can have in helping the elderly qualify for medicaid and paying for the nursing home!
In this episode of Aging Insight, John and Lisa discuss issue that centenarians face and the implications of living decades past retirement… and even mention one sure-fire way to make it there!