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Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Tips For When An Elderly Loved Ones Health Declines: Elder Law Insights

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Manage episode 399992898 series 3484634
Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In Episode 25, Kim Hegland discusses the critical need for elder law planning, emphasizing the pitfalls of will-based planning, particularly in second marriages with his and her children. Kim shares insights into Medicaid's five-year look-back period, the importance of trust planning, and the differences between Lady Bird deeds and transfer on death deeds. The conversation extends to the challenges faced by families dealing with dementia diagnoses and the comprehensive support offered by Kim's practice.
There's something new to learn every week, so make sure you subscribe, hit the like button, and save this video to a playlist. If you need, help hop over to https://willowwoodsolutions.com to contact Sherri Lund.
🌟 Key Do's and Don'ts:
-Do Consider Trust Planning: Opt for trust planning, not will-based planning, to safeguard against unintentional disinheritance, especially in blended families.
-Don't Gift Without Guidance: If considering gifting, consult with professionals to navigate Medicaid's five-year look back program and prevent costly mistakes. Kim lays out a few good examples in this episode!
- Do Choose Lady Bird Deeds: Consider Lady Bird deeds over transfer on death deeds for smoother property transitions, as they can help you avoid potential title insurance challenges and creditor access.
-Don't Delay for Dementia: If faced with a dementia diagnosis in a spouse or parent, don't hesitate to seek legal advice promptly. An elder law professional can help.
🤝 Contact Kim Hegwood, Elder Law Attorney
Phone: 281 218 0880
Website: https://yourlegacylegalcare.com
🤝 Contact Sherri:
Sherri invites you to explore her toolbox of resources on the Willow Wood Solutions website and encourages you to reach out to her through the contact form. For direct assistance, call or text Sherri at (832) 640-2997.
No one should navigate life's transitions alone. Let Sherri be your guide through probate, senior transitions, and beyond. Connect with Sherri today.
📍 Website: https://WillowWoodSolutions.com
📞 Contact: (832) 640-2997

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

  continue reading

35 에피소드

Artwork
icon공유
 
Manage episode 399992898 series 3484634
Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

In Episode 25, Kim Hegland discusses the critical need for elder law planning, emphasizing the pitfalls of will-based planning, particularly in second marriages with his and her children. Kim shares insights into Medicaid's five-year look-back period, the importance of trust planning, and the differences between Lady Bird deeds and transfer on death deeds. The conversation extends to the challenges faced by families dealing with dementia diagnoses and the comprehensive support offered by Kim's practice.
There's something new to learn every week, so make sure you subscribe, hit the like button, and save this video to a playlist. If you need, help hop over to https://willowwoodsolutions.com to contact Sherri Lund.
🌟 Key Do's and Don'ts:
-Do Consider Trust Planning: Opt for trust planning, not will-based planning, to safeguard against unintentional disinheritance, especially in blended families.
-Don't Gift Without Guidance: If considering gifting, consult with professionals to navigate Medicaid's five-year look back program and prevent costly mistakes. Kim lays out a few good examples in this episode!
- Do Choose Lady Bird Deeds: Consider Lady Bird deeds over transfer on death deeds for smoother property transitions, as they can help you avoid potential title insurance challenges and creditor access.
-Don't Delay for Dementia: If faced with a dementia diagnosis in a spouse or parent, don't hesitate to seek legal advice promptly. An elder law professional can help.
🤝 Contact Kim Hegwood, Elder Law Attorney
Phone: 281 218 0880
Website: https://yourlegacylegalcare.com
🤝 Contact Sherri:
Sherri invites you to explore her toolbox of resources on the Willow Wood Solutions website and encourages you to reach out to her through the contact form. For direct assistance, call or text Sherri at (832) 640-2997.
No one should navigate life's transitions alone. Let Sherri be your guide through probate, senior transitions, and beyond. Connect with Sherri today.
📍 Website: https://WillowWoodSolutions.com
📞 Contact: (832) 640-2997

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

  continue reading

35 에피소드

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