Steinbacher, Goodall & Yurchak
Second Half of Life PodcastEpisodes
Best Episodes of Second Half of Life Podcast
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This episode is a brief excerpt from an eight-hour, day-long training program given by Certified Alzheimer's Disease and Dementia Care Trainers (CADDCT®) for the National Council of Certified Dementia Practitioners (NCCDP). This training is req
This episode is the third and final part of a presentation that was recorded in December 2023 and made to tax and financial professionals. In it, Attorney Landon Hodges goes over special needs planning with a focus on the taxation aspect of it
In this episode, which was recorded in December 2023 and was originally a presentation made to tax and financial professionals. In it, Attorney Jenna Franks goes through some of the changes to retirement planning that have come about since the
In this episode, which was recorded in December 2023 and was made to tax and financial professionals, Attorney Julie Steinbacher discusses and analyzes various asset protection strategies as they relate to estate tax minimization, specifically
In this recording of a virtual seminar originally presented on September 28, 2023, Attorney Landon Hodges and Long-Term Care Planner Tammy Zilske discuss legal strategies that are available to help you cover the rising costs of long-term care w
It’s important to identify and understand what assets are going to pass directly to a child with special needs and if those assets will adversely affect his or her ability to qualify for certain government benefits. The sooner we can get a hand
This presentation was originally for tax and accounting professionals, but is now being made available for all. In it, Attorney Julie Steinbacher discusses some of the things that clients will need to consider - with the proper legal guidance o
This episode is the full, uncut version of three previous episodes on trusts that were divided up and released in three separate parts. Protect more of your wealth and provide a legacy for future generations. Learn how you can establish a finan
This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the cha
So you've set up a trust, either specifically to protect assets from long-term care costs, to avoid probate, or for some other reason specific to your individual circumstances. Now what? How is it administered, both during your life and after y
In this episode, a partial recording of a virtual seminar originally held live in January 2023, Attorneys Megan Ingram and Julie Steinbacher conduct a Q&A session with attendees of the seminar, answering a variety of questions posed by the grou
In this episode, a partial recording of a virtual seminar originally held in January 2023, Attorney Megan Ingram gives a comprehensive presentation on trusts, including the different types, why and how our offices generally uses them, and much
In this classic episode, Long-Term Care Planner Tammy Zilske summarizes the best way to plan for potentially needing long-term care in the future, and goes over some things to keep in mind should you or a loved one ever suddenly have a need for
The episode is a rebroadcast of an episode originally produced in 2020. In it, Long-Term Care Planner Tammy Zilske discuss some strategies that are available to anyone and everyone that will help minimize the financial and emotional impact of a
In this episode, a recording of a virtual seminar originally held live on Nov. 9, 2022, Attorney Julie Steinbacher and James Lange, CPA, Attorney and Registered Investment Advisor, go into great detail on the topic of Roth IRA conversions, with
This episode is a partial rebroadcast of an episode that was originally produced in 2020, in which Long-Term Care Planner Tammy Zilske goes over what to expect if you already have a trust and then need long-term care in the future. She also tou
In this classic episode, a portion of an episode that was originally recorded in 2020, Long-Term Care Planner Tammy Zilske discusses some of the characteristics of dementia, and things you may see from someone that may have the early signs of d
In this classic podcast episode, a partial rebroadcast of an episode originally recorded in June 2020, Long-Term Care Planner Tammy Zilske discuss what is dementia and its warning signs and stages, community resources to contact for help as wel
This episode is a partial rebroadcast of an episode that was originally produced in 2020., in which Long-Term Care Planner Tammy Zilske gives an overview of the different types of Powers of Attorney, some tips for what people need to consider
This episode is a partial rebroadcast of an episode that was originally produced in 2020. In it, Long-Term Care Planner Tammy Zilske discusses a little bit about how the process goes when you apply for Medicaid to pay for your long-term care. S
In this episode, a excerpt from a virtual seminar held earlier this year, Long-Term Care Planner Kristin Daugherty gives a brief summary of how our firm generally protects assets for our clients, the key points and things that you need to remem
In this episode, Attorney Jenna Franks explains the importance of having good legal documents and exactly what that means, as well as the risks of not having good documents, or documents at all. She also discusses who to appoint as your Power o
In this episode, an excerpt from a recent virtual seminar, long-term planner Kristin Daugherty gives a general overview of the different types of long-term care available out there, as well as the different options to pay for them. For addition
In this podcast episode, Attorney Megan Ingram and Long-Term Care Planner Tammy Zilske answer some questions that recent seminar attendees asked during the seminar. Among them are:- Differences between a healthcare Power of Attorney and a livin
Caring for a loved one who is living with Alzheimer's disease or a related dementia can be quite challenging and should not be underestimated. Having conversations early and often is the key for making sure the right health care decisions are m
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