The Life and Legacy Show

Caring.com did a study recently that said only 32% of people have a will.  Far fewer have a good estate plan.  Why is this?  Let's dig in.

In our Elder Law practice, we see lots of crazy situations.  That's because these laws are crazy.

This week we ran into a particularly tragic (and preventable) case where the family ended up losing te…

The term Disease Discrimination has been floating around the elder law community recently.  It's absolutely a thing and you need to be on the lookout for it.  

Luckily, the Pennsylvania allows you to …

It's Small Business Saturday!  A day we support the local businesses that support us and our communities.  Let's say a special thank you to the entrepreneurs out there with some tips on how to protec…

Around the holiday season, you will likely spend lots of time with your family.  This time of year, we are frequently asked this question - "How do I start the conversation with my parents about esta…

The number 1 thing our clients seek to achieve is Peace of Mind. Does your estate plan actually provide you with Peace of Mind?  If so, for how long?  If not, how can you do it better the next time a…

We've been getting lots of questions recently about Asset Protection for middle class families. Here are the most common questions we get and the answers you need.  

Our law firm gets asked this question almost every day.  You probably want to know the answer too.  But here's the thing.... what if it's the wrong question?  The real question is "how do I best plan…

The week of Oct 21 is Estate Planning Awareness week.  So, what can we do to make you more aware of estate planning?  How about a rapid fire episode with all the things Tim wishes you knew about esta…

The week of Oct 21 is Estate Planning Awareness week.  So, what can we do to make you more aware of estate planning?  How about a rapid fire episode with all the things Tim wishes you knew about esta…

At a recent Red Wagon Club event, one of our members stopped me and said - "Hey. I listen to your radio show.  You occasionally mention the RWC, but you don't actually tell people what it is.  You sh…

Is the Federal Estate Tax coming back?  Looks that way.  Here's what to know.

In this episode, Tim also dives into the PA Inheritance Tax and how the Secure Act imposes a new death tax on the middle c…

When retirees do proper estate planning, it becomes necessary to start to hand over some responsibilities to family members.  That said, that doesn't mean you have to give up control.  This week's ep…

There's a dirty secret everyone knows, yet no one is trying to improve it.  Here it is: Our Government is Failing Our Seniors.  See, you knew that already, right?

Well if you did, what have you taken …

"Once someone goes into a nursing home, there's nothing you can do."  "You can't protect assets if you need care in the next five years."  "It's illegal to give your stuff away within 5 years of the …

The primary role of a parent is to raise good humans.  This duty exists even if parents pass away young due to an accident.  We can't let our childrens' future depend on our good health.  We need to …

The Pittsburgh Post Gazette reported on June 9, 2024 that 21 long term care facilities have filed for bankruptcy protection since the beginning of May.  Separately, 2 others are simply closing their …

If you've been listening a while, you know that most of our conversations are about retirees.  So, we thought we'd do something a little different.  In this episode, Tim explains effective estate pla…

Yes, you read that correctly.  You love your kids too much than to leave them an inheritance outright.  Instead, what you should be doing is leaving them their inheritance in a trust.  

In this episod…

I get it... it's nice outside.  It's warm.  It's sunny.  There are burgers and dogs on the grill.  Even though Memorial Day coincides with the beginning of summer, doesn't  mean it's a festive holida…