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 advisors and estate planners work together to protect you, your finances and your family.  This is a great episode to listen to if you need to get your financial house in order.  Check it out.

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 elder law.  The goal of this episode is to help you understand if working for an elder law attorney is right for you.  Check it out!

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 think a bit about how you'd like to be treated?  Doesn't it also make sense to communicate these goals to your family so that they know how to proceed?

In this episode we also talk about how Hospice  works and dispel many of the myths associated with this very valuable service.  

Listen in to learn the things you need to know to make good decisions regarding your health.

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 with qualified advisors as part of your financial and estate planning team.  

Brian's philosophy involves truly understanding a client's goal prior to giving advice.  This episode is great for getting tips on whether to know if you are working with a committed financial planner. 

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 top of all the emotion, there are also complicated legal and financial decisions that need to be made.  The nursing home staff gives you lots of information and options and you really have no idea what to do next.

In this episode, Tim gives you several things to watch out for during this process.  

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 someone passing away.  Listen in to learn how to avoid major tax mistakes!

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.  And here's the best part... the government will pay for it if you know the rules!

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 older clients.  

Whether you are 20 years old with your first child or 80 years old with great-grandkids, there is something to learn in this episode.  Enjoy!

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 released regulations with their interpretations of the new laws... and some of it is UGLY for your family.  Listen here to learn how to protect yourself.