The Life and Legacy Show

This episode is full of useful information for business owners looking to transition out of their business in the next few years.  Tim is joined by attorney Marcy  Smorey who has some great tips for …

It's Independence Day Weekend and time to celebrate.  We Americans love our independence.... it's unique in the world and truly worth celebrating.

Let me ask you a question though - How independent wo…

Medicaid requires you to go broke in a nursing home before they help you pay for care.  After that happens you go on Medicaid.  However,  Pennsylvania's nursing home owners are claiming they are not …

In this episode, Tim chats with financial advisor, Keith Colonna, of Morgan Stanley.  Keith shares some of his core beliefs around investing and shares some market analysis.  They also discuss the in…

There is a ton of talk about whether you should avoid probate.  There are several reasons given for the argument that you should avoid it.  These reasons include the expense, time and general headach…

The great estate planning debate: Do I need a Will or do I need  a Trust?  This is the most common question our lawyers get when chatting with our clients.  So, what's the answer?  It really depends …

In this episode Tim talks about what Memorial Day means to him as a veteran.  He shares a powerful family story about service in the military and how that story has impacted his career.  This is a gr…

This has to be one of the most common questions people ask us... "If I go to a Nursing Home, Will I Lose My House?"  The answer is that YES, many people do lose their house. 

So, then the next questio…

What the heck is Medicaid Spend Down and how do you do it correctly?

In this episode Tim tackles the notion that Spending Down is a wise strategy.  He also gives a few tips on what you can and can't d…

When people attend our estate planning workshops, the most common question we get is whether they should use a revocable trust or an irrevocable trust.  It's a great question.

The answer depends on yo…

This week Tim is joined by a financial advisory duo, Brian Eagon and Tim Seabolt.  Brian and Tim are Morgan Stanley advisors with tons of experience.  During the show you'll learn about how financial…

Take your child to work day 2022!  My 11 year old, Jack, and I discuss a few famous sports figures and their estate plans.  

He thinks my work is boring, but this episode was fun!

We're sometimes asked, "what is elder law, anyway?"  

Well, there are some complicated answers to that question.  In this episode Tim discusses some of the realities and also the misconceptions about …

April 16 is national Health Care Decision Day and it's a great time to think about your health care priorities.  Let's face it, we all will have health issues at some point.  Doesn't it make sense to…

In this episode, Tim interviews another member of our network of trusted advisors.  Brian Pitell is the founder of BPG Planning.  During this episode, Tim and Brian chat about the value of working wi…

A nursing home admission is a stressful time.  There's typically some guilt on the person who made the placement decision.  This impacts family relationships, often in a quick and unexpected way. 

On …

It's been said that the only certainties in life are death and taxes.  These two certainties are more related than you may think.  In this episode, Tim discusses the various taxes that result from so…

In this episode, Tim is joined by LIFE Butler County's own Jan Rodgers.  She discusses this most unique benefit that all seniors should know.  Get care in your community rather than in a nursing home…

In this episode, Tim reflects on the various stage families go through during their journey.  He discusses the commonalities and differences in estate plans that are completed by young families and o…

In January of 2020, the US government dropped an enormous tax hike on middle class families with a law called the Secure Act.  It is a huge tax increase on your retirement accounts.  

Recently the IRS…