Aging Insight TV Archive

TV Archive Introduction (click to read)

Here you will find the collection of Aging Insight TV archives primed and ready for your mobile phone.

Follow any of the links to learn more about each tv broadcast and check back for new blogs regularly (you may have to refresh the page to check for new publications).

Please let us know if there is a particular subject you’d like us to discuss on an upcoming show by leaving a comment or filling out our contact form.

John Ross and Lisa Shoalmire




 

Anatomy of a Good Estate Plan

 

In this episode, Lisa Shoalmire and John Ross discuss the anatomy of a good estate plan. The three phases of a good estate plan: planning for your own incapacity, the non-probate transition of assets at death, and planning for the unexpected.

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Elder law issues as old as the bible

 

In this episode, John and Lisa discuss Biblical examples they’ve seen elder law issues come into play.

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Documents That College Bound Grandchildren Need To Set Up ASA18

 

In this episode, John Ross and Lisa Shoalmire discuss college and college planning for your grandchildren: you need to make sure you’ve got some financial powers of attorney, and medical powers of attorney, and HIPAA releases, and living wills.

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Does taking away the estate tax mean less tax at death?

 

In this episode, John Ross and Lisa Shoalmire discuss new issues because of recent administration changes in the government.

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Social Security Recipients – Most Will NOT Lose Bear Arms Rights

 

In this episode, Lisa Shoalmire and John Ross are dispelling some myths out there that they’ve seen recently related to Social Security recipients and their ability to own firearms.

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Servicemen’s Widows – And Potential Resources Available

 

In this episode, Lisa Shoalmire and John Ross discuss some financial resources that could be available to widows of the servicemen who have served our country through the Armed Forces.

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What are Your Legal Rights at a Nursing Facility?

 

In this episode, Lisa Shoalmire and John Ross discuss the Nursing Home Reform Act and several common issues often faced at a nursing facility, and your legal rights when you are faced with those issues.

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Leaving Your Financial Legacy and Protecting the Family

 

In this episode, John Ross and Lisa Shoalmire discuss planning for our families and protecting them into the future long after we may be gone.

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The Single Most Important Estate Planning Document You’ll Ever Sign

 

In this episode, John Ross and Lisa Shoalmire discuss the single most important estate planning document you’ll ever sign, the general durable power of attorney.

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Planning for Your Funeral

 

In this episode, John Ross and Lisa Shoalmire discuss issues that surround dealing with, planning for, and purchasing your funeral.

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Enhanced Life Estate Deed aka a Lady Bird Deed

 

In this episode, Lisa Shoalmire and John Ross discuss how to pass on the home to heirs and beneficiaries in a manner that avoids any liens or problems at death in passing from one generation to the next.

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Retirement Accounts – Some of the Hidden Dangers and Pitfalls to Avoid

 

In this episode, John Ross and Lisa Shoalmire discuss the hidden dangers of retirement accounts.

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Living Options for Seniors

 

In this episode, Lisa Shoalmire and John Ross discuss lots of different living options that seniors have when it comes to their retirement years.

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Downsizing and Where to Put All of Those Memories

 

In this episode, John Ross and Lisa Shoalmire discuss some of the challenges of downsizing, and some of the things to consider before you just jump in.

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Protecting the Financial Security of the Family/Friend Caregiver

 

In this episode, John Ross and Lisa Shoalmire discuss how to protect the financial security of the caregiver to help provide the aging senior the best opportunity to stay home in the environment they want to be in.

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An Ethical Will – Passing Down Your Legacy

 

In this episode, Lisa Shoalmire and John Ross discuss the ‘ethical will’ – the legacy that you leave behind: the wisdom and lessons learned and the important things discovered in life.

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Probate – Who Gets What When?

 

In this episode, John Ross and Lisa Shoalmire discuss the probate process – the legal process by which your heirs and beneficiaries are determined making sure the right people end up with your assets left behind.

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Debts of the Deceased, Who Pays What When?

 

In this episode, Lisa Shoalmire and John Ross discuss dealing with debts that are left behind when someone dies and whose responsibility it is to pay for those debts.

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Medicaid for Long-Term Care and the Two-Part Test

 

In this episode, John Ross and Lisa Shoalmire discuss using Medicaid to pay for long-term care, specifically to pay for nursing home care and the two-part test.

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Answers to YOUR Elder Law Questions and Concerns

 

In this episode, Lisa Shoalmire and John Ross take the time to answer some of your most pressing questions about asset protection options, power of attorney, deeds, inheritance and so much more!

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Generosity – Don’t Get Burned by Your Own Kindness

 

In this episode, Lisa Shoalmire and John Ross discuss the topic of generosity: about being nice, about doing for others… just make sure that you don’t find yourself in a problem.

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Elders Driving – Fears, Issues, Laws and Other Transportation Options

 

In this episode, John Ross and Lisa Shoalmire discuss several of the issues, fears, concerns and alternatives loved ones may experience as our seniors continue driving while aging.

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Alternatives to Nursing Home Care

 

In this episode, Lisa Shoalmire and John Ross discuss alternatives to nursing home care: home health, hospice, non-medical in-home care assistance to name but a few.

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Hospice Care and What it Can Do For You

 

In this episode, John Ross and Lisa Shoalmire discuss some of the options out in the community that can be of assistance at the right time… for starters, hospice care.

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Elder Abuse and a Few Laws Addressing These Issues Specifically

 

In this episode, Lisa Shoalmire and John Ross discuss the very sobering topic of elder abuse and the laws on the books in Texas and Arkansas that specifically address abuse of seniors.

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Your Medical Privacy and Who is Authorized to Access Your Medical Records

 

In this episode, Lisa Shoalmire and John Ross discuss your medical privacy and the people that could be authorized to access your medical records, and the HIPAA law that trumps even our state law with regard to medical privacy.

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Reverse Mortgages | When is it Appropriate to Consider?

 

In this episode, John Ross and Lisa Shoalmire discuss dealing with reverse mortgages, and when it is appropriate to really consider one as a tool for aging and remaining at home and paying for ourselves.

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The American Dream | Home-Ownership

 

In this episode, Lisa Shoalmire and John Ross discuss issues related to owning a home and in particular issues related to that home in how you age and how you pass things along.

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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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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?

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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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Gifting, Charitable Donations and Contributing Back to the Community

 

In this episode, John Ross and Lisa Shoalmire discuss the ins and the outs of giving gifts during your retirement years and what the financial consequences of your generosity might create.

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Caregivers – Financial Impact at Home and Away

 

In this episode, John Ross and Lisa Shoalmire discuss issues that paid for and unpaid for caregivers would do well to prepare for.

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Scammers – Learn the Signals Before They Take Your Last Dime

 

In this episode, Lisa Shoalmire and John Ross introduce us to several signs to help us recognize when scammers are sizing us up!

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What is and is not covered by Medicare?

 

In this episode, John Ross and Lisa Shoalmire discuss the ins and the outs of Medicare… what it covers, what it doesn’t, and what happens when your treatment isn’t gonna be approved.

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Long-Term Care Insurance – What’s Right for You?

 

In this episode, John Ross and Lisa Shoalmire discuss several of the long-term care insurance options available. The question is, which one (if any) is right for you?

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Intestate Succession – and the probate code

 

In this episode, John Ross and Lisa Shoalmire discuss what happens when someone passes away before having ever written a will. Who decides who gets what?

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Income Taxes – some opportunities for reducing what seniors and/or caregivers pay

 

In this episode, John Ross and Lisa Shoalmire are discussing income tax implications on our senior loved-ones and their caregivers.

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How Can You and Your Family Best Prepare for the Impact of Alzheimer’s Disease?

 

In this episode, John Ross and Linda Nickerson introduce us to the devastating impact that Alzheimer’s Disease has not only on the patient but the family, friends and community surrounding him/her.

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Proper Planning to Avoid the Health to Housing to Financial Crisis Scenario

 

 

A Special [Supplemental] Needs Trust – Every Estate Plan Needs One!

 

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!

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Long-term care facility and your rights, what you need to know!

 

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.

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Estate taxes and gift taxes, how do they impact medicaid?

 

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.

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A Living Trust is also called an Inter-Vivos Revocable Trust – what you need to know.

 

In this episode, Lisa Shoalmire and John Ross discuss the ins and the outs of Living Trusts and what it means to you!

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Legal vs Medical competency… there is a HUGE difference.

 

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.

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Not becoming a burden on your family… how?

 

In this episode, John and Lisa discuss ways to not become a burden on your family.

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Wills Wills and More About Wills

 

In this episode, Lisa and John talk about issues relating to making wills, changing them, and revoking them.

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Affordable Care Act

 

In this episode, John and Lisa discuss how the Affordable Care Act, better known as ObamaCare,is going to affect people who are 65 and older.

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Medical Directives

 

In this episode, John and Lisa discuss various medical directives like: medical power of attorney, HIPAA releases, advanced directives, directive to physicians (living will), and also a DNR (Do Not Resuscitate) order…

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General Durable Power of Attorney

 

In this episode, Lisa and John talk about how to choose who you want to be able to conduct business for you, and do the things that need to happen in the event that you cannot conduct your own business.

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Making Decisions and Dealing with Issues as You Age

 

In this first ever Television broadcast from Aging Insight, John and Lisa talk about the progression that they see families deal with: the health issues, financial issues and the legal issues that come into play with caring for a senior in the family.

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