The Life and Legacy Show

Don't believe the lazy lawyers and online purveyors of junky documents.  They're not doing you any favors when they tell you, "All you need is a simple will".  This is a lie that is told to families …

Picture a McDonalds at 7AM.  You can smell the hashbrowns and coffee, right?  You see the table of the older fellows sitting in the corner?  You know what they're talking about every Tuesday morning …

"People should just pay their own way when they need the nursing home."  I had a lawyer tell me this once.  What a shame that this lawyer let his personal screwed-up beliefs prevent him from helping …

At the Sechler Law Firm, we get questions daily on whether trusts are a good option.    The thing to understand is that trusts can be a very flexible and effective tool.  The decision on whether to u…

August is Leave a Legacy Month!  On this episode Tim gives tips on how to make sure your financial legacy gets to your family, rather than the government.  

Also on this week's podcast, Tim is joined …

On the show Tim often discusses assets like houses, financial accounts and IRAs.  In this week's episode, Tim chat's about something that most of us find a little more challenging to discuss - end of…

Many people are of the opinion that Medicare is sufficient to cover their health care issues during their retirement years.  The problem is that Medicare doesn't pay for the single biggest expense se…

Most retirees know they need to do "some planning".   But what does that mean?  Does it mean retirement planning?  Does it mean leaving a legacy to the kids?  Does it mean protecting assets from long…

Each July 4th we celebrate the signing of the Declaration of Independence.  The audacity of the people who signed this document is astounding.  They were basically daring the most powerful military o…

The days and weeks after you've lost a loved one is a confusing time.  You may find out that you've been named an executor.  In that case, you likely have tons of questions about what you need to do.

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These days, the media and entertainment crowd loves to downplay the role of the Dad.  We're exposed to plenty of TV shows where the Dufus Dad is corrected by the wise 10 year old kid.  Or, perhaps it…

Everyone knows that Medicaid has a 5 year lookback period before going into the nursing home.  This generally means that you can't transfer assets before going into a nursing home.  However, there ar…

Most people don't have a will.
Most people think Medicare will pay for a nursing home.
Most people who do plan think a "simple will" is enough.
Most people don't plan for their kids' divorces.
Most peopl…

Yes.  You read that right.  Disney movies must be written by estate planners.   Think about it... what do Aladdin, Lion King, Tarzan, Frozen, Cinderella and Nemo all have in common?  They all lost a …

If you have a loved one in the nursing home (or could soon), you should listen to this episode.  Tim gives some words of caution and also identifies some opportunities that could help you get the car…

You have beneficiary designations on financial accounts.  We all do.  But is a beneficiary designation sufficient to meed your estate planning goals?  What criteria make up an effective estate plan f…

Glance around the headlines on any given day and you'll find lots of examples of reasons for proper planning.  Whether it's a divorce like Bill Gates, loss of control like Brittany Spears, or coping …

This week's episode, we hope, is a great motivator for you to take your estate planning seriously.   Think of estate planning  as though it is writing the last chapter of your personal book.  

You wan…

Join us this week for a conversation with Elder Care Manager, Lorna Gavin.

Lorna is a Registered Nurse who assists seniors and their families in finding the right level of care.  

Lorna walks through t…

Our kids need help.   Young kids need our help with education, finance, healthcare, morals, values, religion.  

Older kids - your adult kids- need different kinds of help.  They may need financial sup…