Second Half of Life Podcast

Myth or Truth? The Facts that Affect your Second Half of Life

September 10, 2020 Steinbacher, Goodall & Yurchak Season 1 Episode 23
Second Half of Life Podcast
Myth or Truth? The Facts that Affect your Second Half of Life
Chapters
Second Half of Life Podcast
Myth or Truth? The Facts that Affect your Second Half of Life
Sep 10, 2020 Season 1 Episode 23
Steinbacher, Goodall & Yurchak

In today's digital world, information is plentiful and comes from a variety of sources. But how do you know if the information is accurate and reliable, especially when related to estate planning? In this episode, Attorney Jenna Franks and Long-Term Care Planner Kristin Daugherty go through 14 common myths related to estate planning and elder law, and dispel them while also giving you the truth about each one and offering you true legal options in planning ahead for your second half of life. Among the topics discussed while dispelling these myths are: the most important estate planning document that everyone needs; the importance of naming trusted beneficiaries; types of trusts and effective trust administration; the five-year Medicaid look back period and other gifting rules; legal and financial strategies to protect your home from an estate recovery claim; and much more.

This is an audio recording of a virtual seminar originally presented on August 19, 2020. To review a video of this presentation, complete with PowerPoint slides, visit our YouTube Channel.  

Show Notes

In today's digital world, information is plentiful and comes from a variety of sources. But how do you know if the information is accurate and reliable, especially when related to estate planning? In this episode, Attorney Jenna Franks and Long-Term Care Planner Kristin Daugherty go through 14 common myths related to estate planning and elder law, and dispel them while also giving you the truth about each one and offering you true legal options in planning ahead for your second half of life. Among the topics discussed while dispelling these myths are: the most important estate planning document that everyone needs; the importance of naming trusted beneficiaries; types of trusts and effective trust administration; the five-year Medicaid look back period and other gifting rules; legal and financial strategies to protect your home from an estate recovery claim; and much more.

This is an audio recording of a virtual seminar originally presented on August 19, 2020. To review a video of this presentation, complete with PowerPoint slides, visit our YouTube Channel.