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Second Half of Life Podcast
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Second Half of Life Podcast

Author: Steinbacher, Goodall & Yurchak

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This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation. Visit our website at PAElderCounsel.com.
12 Episodes
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Everyone needs to have a Power of Attorney, but did you know there are different types of POAs? In this brief presentation, Attorney Julie Steinbacher goes over the four different types of POAs and why each is important for anyone and everyone over age 18 to have, regardless of age. If you'd like to complete your own Healthcare Power of Attorney, we are offering anyone that resides in Pennsylvania the opportunity to do so FREE OF CHARGE! Visit https://www.paeldercounsel.com/healthcare-poa-form?view=form to complete a free Healthcare POA in just minutes and have it emailed directly to your inbox automatically upon completion! A video of this presentation, complete with PowerPoint slides, can be viewed here: https://www.youtube.com/watch?v=oZ2uNdDxYxQ
COVID-19 has disrupted a lot of the aspects of everyday life. So, what can you do to be prepared for unlikely events like a once-in-a-century global pandemic (aside from stocking up on essential supplies), not to mention those things far more likely to occur down the road? In this episode, Attorney Brittany Smith and Long-Term Care Planner Tammy Zilske talk about constructing an estate and long-term care plan that will protect your assets and leave you prepared for both likely and unlikely events. Learn how to obtain the blueprints necessary to achieve your goals and endure the legal, financial and health care challenges surrounding this new normal. Brittany and Tammy discuss emergency and financial preparedness, the value of a wise investment strategy, common mistakes to avoid in retirement planning, lifestyle and life-care options, choosing the right decision makers, essential health and long-term care plans, income and asset preservation, and more. This is a recording of a virtual seminar originally presented on June 17, 2020. You can watch a video of this presentation, complete with PowerPoint slides, at https://youtu.be/wSpbNqRqj7A
The right estate planning tools can help you meet your goals when it comes to preserving your assets for yourself and future generations, while saving time, money, energy and stress. In this episode, Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty take a look at some of these tools that will help anyone plan for their second half of life. Among several items, they discuss which documents everyone needs for estate planning, why a Power of Attorney may not be enough, beneficiary designations, advantages and disadvantages of transferring assets into a trust, special needs planning and ABLE accounts, and why pre-planning for long-term care costs provides the best options. This is a recording of a virtual seminar originally presented live on June 10, 2020. View a video of this recording with PowerPoint slides at https://www.youtube.com/watch?v=jlXS6I-Ox7Y
Alzheimer's Disease is the sixth-leading cause of death in the United States, and just one type of dementia. Don't allow Alzheimer's or dementia to devastate your family and finances. There are numerous resources available to help if you or a family member gets a dementia diagnosis. In this podcast, a recording of a virtual seminar originally presented June 3-4, 2020, Attorney Brittany Smith and Long-Term Care Planner Tammy Zilske discuss what is dementia and its warning signs, the stages of Alzheimer's Disease, community resources to contact for help, caregiving tips, answers to top questions about legal, tax, financial and care concerns, how to access government benefits that may be available to help pay for care of a loved one, and action steps to take sooner rather than later. After listening to this podcast, if you're interested in learning even more about this subject, you can download a free electronic version of You're Not Alone, Living with Dementia, written by our firm's founding shareholder, Julie Steinbacher. We'd also be happy to mail you a free hard copy of this book. You can request one by calling 1-800-351-8334. View a video of this presentation, complete with slides, at https://www.youtube.com/watch?v=jPr2UEiKLUI
Interest rates were already pretty low at the beginning of 2020, and the COVID-19 pandemic has now pushed interest rates to record lows. How can a small business owner or individual take advantage of these interest rates? One way of doing so is a Grantor Retained Annuity Trust (GRAT). William Post of John G. Ullman & Associates leads a discussion about GRATs featuring Attorneys Julie Steinbacher and Landon Hodges of Steinbacher, Goodall & Yurchak, and Jason Nickerson, CFP® of John G. Ullman & Associates. If you've never heard of a GRAT or even if you have but don't know much about it, this is a perfect episode to listen to and see if one could benefit your family or business. Among the topics discussed are how to utilize and structure a GRAT for unique life events, how to optimize a GRAT after one maxes out their federal estate and gift tax exemptions, how family business owners can benefit from a GRAT as part of their succession plan, and how to strategically set GRAT terms for appreciating assets. More information: https://www.paeldercounsel.com/https://jgua.com/
Attorney Brittany Smith discusses some of the recent changes to laws affecting those in their second half of life, with a focus on policies that could affect long-term care planning and estate administration. These changes are important for all current and future clients to know about if they wish to safeguard their financial futures. Among the legal topics also reviewed are different types of Powers of Attorney, Last Will and Testament, and why it is important to review current Powers of Attorney and Last Wills and Testaments already in place periodically, ways to pay for long-term care while also protecting assets, trusts and more. This is a recording of a virtual seminar presented exclusively to our firm's current clients on May 19-20, 2020, and is now being made available to anyone interested. To view a video of the presentation, complete with PowerPoint slides, visit https://www.youtube.com/watch?v=nV_YHPTym3YListen to Part 1 of the "What's New in Elder Law in 2020" presentation, which focuses on policies that could affect estate and wealth protection planning including trusts, retirement benefits, the SECURE Act, the CARES Act and other statues and policies that deal with IRAs, 401(k)s, and other retirement plans.
It is important for everyone to be prepared for what tomorrow brings, but this is especially true for individuals with special needs and their families, since these individuals may not have the ability to prepare on their own. In this episode, available exclusively on our podcast channel, Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty talk about what families with individuals with special needs should be aware of from a legal standpoint when planning for the future, and what they can do to ensure their family member with special needs is taken care of in the future and maximizes their benefits and assets. Topics discussed include differences between a power of attorney and a guardianship, a summary of wishes document, legal ramifications of an individual with special needs receiving an inheritance, and more.If you have any questions after listening, or would like to schedule a FREE initial consultation to discuss your family's special needs planning (available by video or phone), please feel free to call our office at 1-800-351-8334.
Estate Planning 101

Estate Planning 101

2020-05-2657:21

Attorney Brittany Smith and Long-Term Care Planner Tammy Zilske give an overview of the basics of estate planning and give people the tools they need to make sure their estate planning is the best it can be and up-to-date with current law. Among the items of discussion are when you should begin planning, why your last Will may not be enough, why your Power of Attorney may need updated, how the costs of long-term care can deplete your estate, types and uses of trusts, and much more. This is an audio recording of a virtual seminar that was originally presented on April 28, 2020. To view a video of the presentation, complete with PowerPoint slides, visit https://www.youtube.com/watch?v=KESI_1Q5rpQ&To get a copy of the free book referenced in this presentation, email info@paeldercounsel.com or call 1-800-351-8334. 
Attorneys Julie Steinbacher and Landon Hodges discuss some of the recent changes to the laws affecting those in their second half of life, with a focus on policies that could affect estate and wealth protection planning. Trusts, retirement benefits, the SECURE Act, the CARES Act and other statues and policies that deal with IRAs, 401(k)s, and other retirement plans are the primary focus of this seminar. These changes are important for all current and future clients to know about if they wish to safeguard their financial futures. This is a recording of a virtual seminar presented exclusively to our firm's current clients on April 21-22, 2020, and is now being made available to anyone interested. To view a video of the presentation, complete with PowerPoint slides, visit https://www.youtube.com/watch?v=djeyr4E7Bro 
In this recording of a virtual seminar presented on April 16, 2020 in conjunction with National Healthcare Decisions Day, Attorney Julie Steinbacher of Steinbacher, Goodall & Yurchak, and Dr. Alexander Nesbitt, geriatrician at UPMC Susquehanna, discuss the importance of making end-of-life preferences known to your family and healthcare professionals. Are you aware that when the time comes, 50% of people are physically or mentally unable to make their own end-of-life decisions? It is essential that your family and health care professionals know your preferences and values about these important decisions. Dr. Nesbitt discusses things from a healthcare professional's point of view, while Julie goes over the legal perspective. Access the free Health Care Power of Attorney document (available for any resident of Pennsylvania) referenced during the seminar here: https://www.paeldercounsel.com/healthcare-poa-form?view=formView the entire presentation with PowerPoint slides at https://youtu.be/a1BqgusgE0Y
In this episode, a recording of a virtual seminar presented on April 2, 2020, Attorney Brittany Smith and Long-Term Care Planner Tammy Zilske speak about several types of estate planning documents that everyone should have, different types of trusts, how trusts can be used to affect taxes, trusts that protect inherited IRAs and provide for future generations, the importance of planning for potential long-term care, Medicaid eligibility for long-term care, and more. View the entire presentation with PowerPoint slides at https://www.youtube.com/watch?v=8giuceniSlc
A fall, stroke, dementia diagnosis or unexpected illness could create an unexpected need for rehab or nursing home care. This episode, featuring the firm's founder Julie Steinbacher, will help you understand your options, get good care and protect your assets in such an event. Topics discussed include:- Various ways and strategies to pay for long-term care- What Medicare and Medicaid pay toward long-term care- How to qualify for Medicaid to pay for long-term care while still preserving your assets- The Medicaid five-year look-back period- Options to save money even if a loved one is already in a nursing home- The latest spousal protection rules- Advantages of using a trust to protect assets- Different types of Powers of Attorney- How it works for a single person
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