BoomerTime with Nancy Cogar

Episode Show Notes + FREE Downloadable Resource: https://nancycogar.com/divorce-and-your-assets-with-david-smith/

In this episode, I sit down with David Smith, Certified Divorce Financial Analyst®, who shares important post-divorce resources that everyone over 65 needs to know. David also includes a helpful downloadable resource (available below) to guide you through the process.

Episode Show Notes and FREE 5-Minute Control Plan Resource: https://nancycogar.com/what-keeps-aging-adults-awake-at-night/🔑 For help, visit https://www.NancyCogar.com📚 Looking for a community of caregivers and families in need of planning support? Join my FREE Skool here: https://www.skool.com/the-evergreen-pathway🎙Listen to BoomerTime with Nancy Cogar on YouTube: https://www.youtube.com/@NancyACogar🎙Listen to BoomerTime with Nancy Cogar on Spotify: https://open.spotify.com/show/0fxgUg1FwgfazDEDWnqnoS🎙Listen to BoomerTime with Nancy Cogar on Apple Podcasts: https://podcasts.apple.com/us/podcast/boomer-time-with-nancy-cogar/id1725555845🎙Listen to BoomerTime with Nancy Cogar on iHeartRadio: https://www.iheart.com/podcast/269-boomer-time-with-nancy-cog-272050488/✨Follow on Instagram: https://www.instagram.com/nancy.cogar

Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.

Nancy Cogar chats with Brooke Steele and Will Brewer with Martin Boyd Christian Home to talk about an upcoming planning event happening in Chattanooga, and also some signs families should look for to know if assisted living is around the corner.

EVENT: Planning Ahead with Confidence

March 24, 2026, 6 p.m.-7:30 p.m.

Martin Boyd Christian Home

6845 Standifer Gap Rd, Chattanooga, TN, United States, Tennessee 37421

This free session will cover topics such as wills, powers of attorney, and other key legal considerations as you prepare to make the move to assisted living. Whether you are planning ahead or facing immediate decisions, this event will provide practical guidance and peace of mind.

Hors d'oeuvres & refreshments will be served.

Register for the upcoming event in Chattanooga here: bit.ly/mbevent26

Connect with Martin Boyd Christian Home

Founded in 1984 in the heart of East Brainerd, Martin Boyd Christian Home Assisted Living and Memory Care began with just nine residents and a deep commitment to care with kindness. Today, Martin Boyd is a thriving non-profit senior living community serving more than 85 residents with dedicated licensed clinical professionals across three levels of service: assisted living, advanced assisted living, and Alzheimer’s memory care.

With thoughtfully designed one-level living, three delicious meals served daily, medication management, engaging life enrichment programs, and personalized assistance with activities of daily living, Martin Boyd provides more than care — we provide peace of mind for families to know that their loved one is in great hands.

Website: www.martinboydhome.com

Phone: (423) 892-1020

Facebook: https://www.facebook.com/profile.php?id=100054516907906

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Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver Tsunami.

🔑 For help, visit NancyCogar.com

📚 Join my FREE Skool Community here: https://www.skool.com/the-evergreen-pathway

🎙️ Listen to the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts and on YouTube

✨Follow on Instagram @nancy.cogar

Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.

Show Notes for This Episode of BoomerTime with Nancy Cogar: https://nancycogar.com/a-look-ahead-in-estate-planning/Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver Tsunami.📚 Join my FREE Estate Planning Support Group on Skool: https://www.skool.com/the-evergreen-pathway📃 Download FREE Helpful Documents at NancyCogar.com/Resources🔑 For Estate Planning Help, visit NancyCogar.com🎙️ Listen to the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts and on YouTube✨Follow on Instagram @nancy.cogar

Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.

Show Notes and Free Download: https://nancycogar.com/tax-trapped-are-taxes-draining-your-estate/

In Episode 99 of BoomerTime with Nancy Cogar, I walk through 10 real-world tax traps, how they happen, and how planning prevents them. PLUS, download a FREE resource - The Tax Trap Checklist.

Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver Tsunami.🔑 For help, visit NancyCogar.com🎙️ Listen to the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts and on YouTube✨Follow on Instagram @nancy.cogar

Click here for a Free Downloadable Resource

In this episode, I continue my deep dive on Artificial Intelligence and how that impacts your assets and your estate. In my previous episode, I talked about looking after your online account inventory and provided a free resource to help you do just that.

Today, AI is embedded in our society. But have you considered what that means when it comes to gaining access to your most important accounts? We have long looked to having a human touch to ensure safety and security of our materials. Now it's all automated, and for some, that causes issues and much frustration.

This episode of BoomerTime takes a look at those concerns. My hope is that this will point you and your family towards helpful resources and wiser decisions as to whether AI should be integrated into your everyday life.

🔑 For help, visit https://www.NancyCogar.com

📚 Looking for an Estate Planning Community? Join my Skool here:

🎙Listen to BoomerTime with Nancy Cogar on YouTube: https://www.youtube.com/@NancyACogar

🎙Listen to Boomer Time with Nancy Cogar on Spotify: https://open.spotify.com/show/0fxgUg1FwgfazDEDWnqnoS

🎙Listen to BoomerTime with Nancy Cogar on Apple Podcasts: https://podcasts.apple.com/us/podcast/boomer-time-with-nancy-cogar/id1725555845

🎙Listen to BoomerTime with Nancy Cogar on iHeartRadio: https://www.iheart.com/podcast/269-boomer-time-with-nancy-cog-272050488/

✨Follow on Instagram: https://www.instagram.com/nancy.cogar

Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.

Episode Show Notes & Free Downloadable Resource: https://nancycogar.com/who-has-your-online-access-when-you-die/============================Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver Tsunami.🔑 For estate planning help, visit NancyCogar.com✨ Join my community for Caregivers and Family Members on Skool: https://www.skool.com/the-evergreen-path🎙️ Listen to the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts, iHeartRadio and YouTubeDisclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.

In this episode of BoomerTime with Nancy Cogar, I share a 10-Point Checklist of Laws and Rules That Can Prevent Someone From Inheriting an Estate—including statutory protections (like slayer statutes), lesser-known rules in specific jurisdictions, and some surprising applications. For each item, I explain what the law is, why it matters, and real-life implications or examples where available.

Also, this is available as a downloadable resource that you can use in the event that you may need to disinherit someone (or are concerned about being disinherited).

Download here: https://nancycogar.com/what-does-it-mean-to-be-disinherited/

🔑 For help, visit https://www.NancyCogar.com

🎙Listen to Boomer Time with Nancy Cogar on YouTube: https://www.youtube.com/@NancyACogar

🎙Listen to Boomer Time with Nancy Cogar on Spotify: https://open.spotify.com/show/0fxgUg1FwgfazDEDWnqnoS

🎙Listen to Boomer Time with Nancy Cogar on Apple Podcasts: https://podcasts.apple.com/us/podcast/boomer-time-with-nancy-cogar/id1725555845

🎙Listen to Boomer Time with Nancy Cogar on iHeartRadio: https://www.iheart.com/podcast/269-boomer-time-with-nancy-cog-272050488/

✨Follow on Instagram: https://www.instagram.com/nancy.cogar

Disclaimer: The information provided on this website and on the podcast is not intended to be considered as legal advice or constitute an attorney/client relationship as provided under the Tennessee Rules of Professional Conduct.

Happy New Year! Boy, I'm looking forward to what's to come in 2026, and I've resolved to offer you more resources to help you get your affairs in order. Hey, it's Season 3 of the BoomerTime podcast and in this episode, I'm offering some New Year’s–style estate planning resolutions designed for individuals who either have no estate plan or have not updated their plan in many years. About Nancy:Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver Tsunami.🔑 For help and resources, visit NancyCogar.com🎙️ Listen to the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts and on YouTube✨Follow on Instagram @nancy.cogar

I've been thinking a lot lately about personal property. Not just the stuff that clutters our houses, but the potential wealth and legacy contained within our collections. For many of us, especially in the Baby Boomer generation, it’s time for a serious—and potentially fun—treasure hunt right in our own homes.

We need to be more mindful of what we’ve collected—its value, how that value can support us in our later years, or how we can make it a more intentional part of our estate plan.

In this episode, I have a fun look at a few items I brought out of my own house, plus a list of resources to help you start your own hunt.

Episode Show Notes: https://nancycogar.com/estate-planning-for-business-owners/Nancy A. Cogar, Esq., has a Tennessee-based practice in estate planning, elder law, long-term care planning & advocacy for older adults. As a partner with Samples, Jennings, Clem & Fields, PLLC, she is committed to comprehensive, competent & compassionate advocacy for seniors, caregivers and families navigating aging and the incoming Silver Tsunami.🔑 For help, visit NancyCogar.com🎙️ Listen to the Boomer Time with Nancy Cogar podcast on Spotify, Apple Podcasts, iHeartRadio and on YouTube✨Follow on Instagram @nancy.cogar