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For more than 30 years, Mr. Shill has helped businesses, business owners, and individuals comply with tax and other government regulations; navigate government investigations; and build wealth through business transactions and long-term business and estate planning. He has significant experience in business transactions; federal and state tax compliance and tax controversies; compensation and employee benefits; employment regulation; and government contracting compliance and disputes.
Jennings Strouss leverages our unparalleled legal knowledge and business experience to provide individuals and businesses with expert counsel on estate planning, estate administration, and probate matters. We pride ourselves on being astute problem solvers and are only satisfied when our clients are happy. Our attorneys handle all aspects of estate planning and probate, including the implementation of sophisticated estate plans for clients, such as the drafting of traditional and complex wills, various types of revocable and irrevocable trust agreements, and family partnership agreements. They also assist in the preparation of trust documents, including living trusts, marital deduction and generation-skipping transfer tax trusts, irrevocable life insurance trusts, trusts designed for facilitating gifts to minors, and specialty trusts.
Looking for information? Parent Projects takes the stress and intimidation out of the process for families relocating an aged loved one using our educational and self-help downsizing guides found at www.parentprojects.com. Through our “Verified” Business Network, advocates can access the pre-screened professional services they need on their terms with the financial and personal safety peace-of-mind their families deserve.
Please subscribe to the podcast at: Castos: https://parent-projects.castos.com
Join @ParentProjects on Twitter
00:00 – Intro
00:10 – Introduction of Otto Shill
01:32 – Otto Shill’s Experience & Perspective
14:16 – Tour of Arizona’s Skysong
15:27 – When to Get an Attorney Involved
27:28 – Parent Projects Connect
28:08 – Communicating with your Family/Siblings with Privilege
Today’s Guest is Katie Brenneman. Katie Brenneman is the founder and president of Stronghold Financial. Stronghold Financial is a full-service wealth management and Medicaid planning firm driven by one focused goal – to help clients grow, protect, and transfer all they have worked so hard to achieve. They continually establish themselves as a leader in the financial services community. They do this by providing the utmost in quality of financial services and products which cater to each client’s needs and interests.
Follow Stronghold financial on youTube at: https://www.youtube.com/@strongholdfi…
Looking for information? Parent Projects takes the stress and intimidation out of the process for families relocating an aged loved one using our educational and self-help downsizing guides found at www.parentprojects.com. Through our “Verified” Business Network, advocates can access the pre-screened professional services they need on their terms with the financial and personal safety peace-of-mind their families deserve.
Please subscribe to the podcast at:
Castos: https://parent-projects.castos.com
iTunes: https://podcasts.apple.com/us/podcast
Spotify: Parent Projects
Join @ParentProjects on Twitter
Follow us at: Facebook @ParentProjects
Instagram @parentprojects
Timestamps:
00:00 – Intro
01:43 – Introduction to Katie Brenneman
05:49 – Ad: Parent Projects Tour
11:14 – Worries and Concerns
23:44 – Ad: Refuge Coffee Company
24:40 – FAQ about Stronghold Financial
Today’s Guest is Jan Dougherty Jan Dougherty, MS, RN, FAAN is a nurse leader, innovator, and noted dementia care expert. As a change agent, Jan has been advancing care for people living with Alzheimer’s disease/related dementia and their family caregivers. Jan brings to her clients TravAlz innovation and expertise using dementia-friendly travel solutions. The results for the travel industry and family caregivers ensure successful, safe, and memorable travels.
TSA CARES: If your flight is within 72 hours, call TSA Cares at (855) 787-2227
Sunflower Lanyard: www.hiddendisabilitiesstore.com
Looking for information? Parent Projects takes the stress and intimidation out of the process for families relocating an aged loved one using our educational and self-help downsizing guides found at www.parentprojects.com. Through our “Verified” Business Network, advocates can access the pre-screened professional services they need on their terms with the financial and personal safety peace-of-mind their families deserve.
Please subscribe to the podcast at: Castos: https://parent-projects.castos.com
iTunes: https://podcasts.apple.com/us/podcast
Spotify: Parent Projects
Join @ParentProjects on Twitter
Follow us at: Facebook @ParentProjects
Instagram @parentprojects
00:00 – Intro
01:22 – Introduction to Jan Dougherty
09:46 – Mana House Coffee Ad
10:41 – Tips and Advice for Traveling With Adult Children
23:53 – Resources to help traveling for your loved ones.
Today’s guest is William Seippel, the CEO of Worth Point. WorthPoint Corporation is the largest resource for researching, valuing, and buying/selling antiques, art, and vintage collectibles. Our suite of offerings on WorthPoint.com includes a price guide for researching and valuing antiques, art, and collectibles; a resource gallery for identifying makers’ marks; and, a digital library of books from leading publishers on a wide range of collecting topics.
Looking for information? Parent Projects takes the stress and intimidation out of the process for families relocating an aged loved one using our educational and self-help downsizing guides found at www.parentprojects.com. Through our “Verified” Business Network, advocates can access the pre-screened professional services they need on their terms with the financial and personal safety peace-of-mind their families deserve.
Please subscribe to the podcast at:
Castos: https://parent-projects.castos.com
iTunes: https://podcasts.apple.com/us/podcast
Spotify: Parent Projects
Join @ParentProjects on Twitter
Follow us at: Facebook @ParentProjects
Instagram @parentprojects
Timestamps:
00:00 – Introduction
01:12 – Introduction to William Seippel Worth Point CEO
02:40 – Worth Point’s Story
14:19 – Worth Point Ad
16:23 – First things to think about when downsizing
25:08 – More information helps
27:40 – Closing thoughts
Michelle Riddle founded Complete Dignity in February 2015 with the purpose to assist, educate and navigate patients through the complicated and often intimidating world of healthcare. Michelle is a private, Board Certified Patient Advocate who serves families nationwide. She received her certificate in Patient Advocacy through the Cleveland State University School of Nursing. Michelle is also a member of The Alliance of Professional Health Advocates and a member of the National Association of Healthcare Advocacy Consultants. Featured in Arizona Attorney Magazine- Expert Guide 2020 in the Medical-Legal Consulting, Patient Advocate, and Insurance Claims Analysis categories. Founder and President of Arizona Associates of Patient Advocacy.
Looking for information? Parent Projects takes the stress and intimidation out of the process for families relocating an aged loved one using our educational and self-help downsizing guides found at www.parentprojects.com. Through our “Verified” Business Network, advocates can access the pre-screened professional services they need on their terms with the financial and personal safety peace-of-mind their families deserve.
Please subscribe to the podcast at:
Castos: https://parent-projects.castos.com
iTunes: https://podcasts.apple.com/us/podcast
Spotify: Parent Projects
@ParentProjects
Find us on Instagram;
Follow us on Twitter;
Join us on Facebook.
Chapters / Timestamps:
00:10 – Today’s Episode
01:20 – Introduction to Michelle Riddle
03:10 – How Michelle become a advocate
10:51 – What is the importance of advocacy
23:35 – What is something the family can do?
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