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Episodes
016: Why Basic Estate Planning Isn't Enough (Part 2 - Adult Children, Aging Parents)
In this episode, Audrey Ehrhardt from ElderCounsel and I discuss the fact that people THINK they’ve “gotten it all taken care of” – but we explore the reasons why this is a dangerous assumption and some of the things...
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015 The 5 Things Adult Children Of Aging Parents Need To Know NOW (Part 1)
In this five-part series, I (Nicole) interview Audrey Ehrhardt, the Office Management Director of the national elder law organization ElderCounsel, and we discuss the FIVE THINGS adult children of aging parents need...
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014 Wills Smart Planning Minute with Nicole Wipp
In this short episode, family estate planning and elder law attorney discusses how wills tend to have very little relevance for many people these days.
Listen to the entire episode related to facts about wills you...
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013 Pet Planning Smart Minute with Peggy Hoyt
In this short episode, nationally recognized pet planning expert Peggy Hoyt shares the "one thing" she wishes EVERY pet owner would do when it comes to planning for their pets.
Pet trust, pet legacy planning.
Listen...
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012 Mom Had Alzheimer's: A Family Story (Part 2) with Steve Frank
The continuation of Steve Frank’s family story of his mother’s Alzheimer’s diagnosis and treatment.
Did you miss part 1? Click here
What you will learn in this episode:
Steve continues the story of the emergency move...
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011 Wills: What You Think You Know (5 Crucial Facts You Probably Don’t)
Even though wills are one of the, if not the, most familiar legal documents there are, the fact of the matter is, most people don’t really understand how they work.
Unfortunately, wrong information gets perpetuated by...
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010 Pets Are Family, Too - Pet Planning with Peggy Hoyt
Even though for many, pets are as dear as children, the laws definitely don’t see it that way. Unless you plan, your pet is no more important, legally, than a piece of furniture.
That being said, Americans seriously...
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009 VA Benefits - Aid and Attendance with Jim Swain (Part 2)
In this continuation of my discussion with a nationally recognized expert on VA Improved Pension, Jim Swain, you will learn:
we continue to discuss the dangers of recommendations for, and the use of, financial...
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008 Veterans Improved Pension Benefits with Jim Swain (Part 1)
MEMORIAL DAY – Let’s honor those that have given their lives in service to our country by learning more about how we can help our elderly Veterans, or their spouses, widows, and widowers, in need with a little known,...
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007 Smart Planning Minute With Bill Black
Certified Exit Coach Bill Black discusses how approaching retirement for business owners can be a time that is difficult, especially when you're used to working. At the same time, however, it is a great opportunity to...
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006 Smart Planning Minute with Steve Frank
Leadership Coach Steve Frank's "Smart Minute" planning tip is revealed when he discusses taking a leadership role in long-term care issues for parents, in light of his experience as both a professional executive...
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005 Business Exit Planning | 10 Common Threads | Bill Black ExitCoachRadio.com
Business exit planning is crucial to maximizing your investment in time, energy, and brainpower as an entrepreneur. Business owners over 50 have a special challenge because so many will be exiting the business world...
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