013 Senior Moments

This episode discusses housing options for seniors and ways to pay for them.

012 Senior Moments

Episode about Special Needs Trusts

011 Senior Moments

Review of the Trump Tax Cut Law

010 Senior Moments

Financial Powers of Attorney

009 Senior Moments

On this episode we discuss problems with trusts.

008 Senior Moments

Halloween Episode – Estate Planning Horror Stories

007 Senior Moments

In this Episode we discuss the importance of protecting certain original legal documents, and how to avoid will challenges.

006 Senior Moments

Veterans Aid & Attendance Benefits and Pet Trusts

Senior Moments Episode 005

In this episode we explore Family Retirement Preservation Trusts as a way of providing an inheritance for children and grandchildren.

004 Senior Moments

In this episode we explain estate taxes and explore some ways that they can be minimized or avoided.