Elder Law Issues

Recent Episodes

Gifts and Gift Agreements in Your Estate Plan

Posted November 3, 2019 • 00:10:33

Want to simplify the administration of your estate? Give everything away! In this week's podcast, we discuss gifts and gift agreements you might consider. Is...

Placing Restrictions on Your Trustee

Posted October 27, 2019 • 00:09:50

When you sign a trust, you probably have a vision of how the trustee will operate. Will they continue to utilize your trusted advisors? Liquidate all...

Keeping Original Documents – What You Need to Keep

Posted October 20, 2019 • 00:10:53

In this online, digital age, do you still need to keep original documents in a secure place? Yes -- though (at least in Arizona) loss of some originals...

QMB and SLMB and QI (Oh, My)

Posted October 13, 2019 • 00:09:09

Medicare is a great health-care program for its participants. Most Medicare beneficiaries prefer its coverage to what they might get under Medicaid....

The Client’s Perspective: Initial Estate Planning Interview

Posted September 29, 2019 • 00:12:59

From the client's perspective, the initial estate planning interview might seem unsettling, confusing -- even a little bit frightening. How often, after...