Second Half of Life Podcast

Introducing Unpacked – a webinar series diving deep into the world of elder care! From navigating complex decisions to understanding the essentials, we've got you covered with expert insights and real-world advice. Our second episode is also hosted by our very own long-term care planner and Certified Dementia Practitioner, Kristin Daugherty and this time, she speaks with Quentin Burchfield, d...

Introducing Unpacked – a webinar series diving deep into the world of elder care! From navigating complex decisions to understanding the essentials, we've got you covered with expert insights and real-world advice. Our first episode is hosted by our very own long-term care planner and Certified Dementia Practitioner, Kristin Daugherty and she speaks with Wade Curry, Sr. VP & director of w...

What happens to your estate planning documents when you move between states? In this episode, originally produced by Mason & Associates, LLC , for their Federal Employee Financial Planning Podcast , Attorney Megan Ingram and Julie Steinbacher share advice on the legal implications of relocating and how it affects your estate plan. You'll learn about the importance of keeping your document...

The Corporate Transparency Act (CTA) took effect on January 1, 2024. This new reporting requirement requires millions of small businesses to file a Beneficial Ownership Information (BOI) Report with the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN). The main purpose behind the CTA is to halt money laundering and tax evasion. Entities that fall under the CTA’s mandator...

In this episode, a recording of a seminar originally presented live in February 2024, Attorney Pat Santucci and long-term care planner Tammy Zilske help you discover the importance of pre-planning an estate before a catastrophic healthcare crisis happens. This will help you safeguard your loved ones from potential consequences and hardship in the future. Pat and Tammy discuss basic estate planning...

Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in Pennsylvania, and in this hour-plus episode,...

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 required for people to become Certified Dementia Practitioners (CDP®).  In this clip, Attorney Julie Steinbacher, who is a CADDCT and a CDP, discusses the...

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 and ways to minimize taxes. In addition to the usual special needs planning that our firm does for clients with special needs and their family members, ther...

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 SECURE Act and SECURE 2.0 were passed and became law over the past five years. She goes through some hypothetical examples of beneficiaries receiving inheri...

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 grantor vs. non-grantor trusts. While some of the information presented is quite specific and is intended for financial and tax professionals, much of the m...

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 while providing for your immediate needs and preserving your quality of life. Among the topics they go over are: current trends in long-term care & optio...

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 handle on things, the better off our child with special needs will be in the future.  In this recording of a virtual seminar originally presented in June 2023,...

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 of course - from an inheritance tax perspective when doing their estate planning this year. Changes to applicable laws that are upcoming are also discussed. 

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 financial readiness plan today that accounts for the healthcare challenges of tomorrow. If you've ever thought about setting up a trust, or wondering how on...

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 changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is a continuation of the original SECURE Act, w...

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 you pass away? In this episode, a partial recording of a virtual seminar originally held live in January 2023, Attorney Julie Steinbacher goes over some...

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 group related to trusts. If you had some questions after listening to our previous episode on trusts (link to that episode is below), perhaps they were some...

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 more. If you've heard about trusts and the benefits of using them in estate planning and are interested in learning more about them and potentially if...

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 such care. Of course, the best way to plan is to pre-plan before the emergency, but our firm is still able to assist with those crisis situations and usual...

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 healthcare crisis for you or a loved one. She discusses the five-year Medicaid lookback period and how to use that to your advantage to qualify for Medical...

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 a special focus and emphasis for parents with children with special needs. With the SECURE Act nearing its three-year anniversary and it having eliminated...

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 touches on what can still be done if you've done no advanced planning for long-term care and then need it.  Please note that because this episode was orig...

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 dementia, even if they don't have a diagnosis. She also touches on some caregiver tips. 

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 well as some caregiving tips. While Tammy doesn't go into great detail in this episode, this is a good starting point for those that may have just recentl...

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 when drawing up their own POAs, and a few things that our firm generally recommends for all of our clients' POAs.