What You Should Know About Medicaid – Part II [Episode 205]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau for the conclusion of a two-part series covering the most important things to know about Medicaid as it pertains to estate planning and elder care. 

In Part II, Mr. Gau covers the process for preparing for long-term care, how an irrevocable trust provides asset protection, what happens if someone unexpectedly goes into a nursing home without preparing, what happens if a family fraudulently claims their loved one does not have any assets and is placed in a nursing home under Medicaid, and more. 

Listen to part I here: https://youtu.be/xtg2oBJj5SA

If you have any questions about Medicaid, get in touch with at attorney at TuckerAllen.

Click: https://tuckerallen.com/​​​​​​​​​​​​​ 
Call: 314-335-1100

What You Should Know About Medicaid – Part I [Episode 204]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by TuckerAllen attorney Jim Gau for the first of a two-part series discussing the most essential things you need to know about Medicaid as it relates to estate planning and elder care. 

In Part I, Mr. Gau reviews the rules of Medicaid, including how the affluent can qualify for Medicaid, how Medicaid laws work, what terms like the “look back rule” and “spend down” mean, Medicaid reimbursement, and more. 

If you have any questions about Medicaid, get in touch with at attorney at TuckerAllen. 

Click: https://tuckerallen.com/​​​​​​​​​​​​​ 
Call: 314-335-1100

Doing Your Homework When Choosing a Financial Planner [Episode 203]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Travis Freeman, Certified Financial Planner for the Moneta Group, to discuss how to research and do your homework when selecting a financial planner. 

Mr. Freeman explains the qualifications consumers should look for when choosing a financial planner, the resources available to consumers when checking a financial advisor’s background, how a consumer can determine if they have a sound financial plan, his process for creating financial plans for clients, and more. 

For more information about the Moneta Group, visit: https://monetagroup.com/ To get in touch with an estate planning or elder law attorney at TuckerAllen, check out https://tuckerallen.com/

How Seniors Can Make Their Lives Easier by Decluttering and Organizing [Episode 202]

Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Ted Gottlieb – certified senior advisor, realtor, and founder of The Senior Living Institute. Mr. Gottlieb discusses the ways seniors can simplify their lives by decluttering. 

Mr. Gottlieb explains the services and resources available through The Senior Learning Institute, tips for seniors who decide to downsize, recommendations for home modifications and getting rid of existing clutter, and more. 

To learn more about The Senior Learning Institute, visit https://seniorlearninginstitute.com/

To get in touch with an estate planning or elder law attorney at TuckerAllen, check out https://tuckerallen.com/