Aging Insight

In this episode, John and Lisa discuss what the Will does, what it doesn’t do and what alternatives are available. The post A Will is Arguably the Worst Way to Plan Your Estate appeared first on Aging Insight.

In this episode, John and Lisa discuss how the financial strain of long term care can impact the family farm and some thoughts on what to do about it. The post The Impact of Long Term Care and the Family Farm appeared first on Aging Insight.

In this episode, John Ross discusses President Trump’s proposed budget and whether or not they will likely affect you. The post Trump’s Budget Proposal – Will Any of These Cuts Affect You? appeared first on Aging Insight.

In this episode, John Ross and Lisa Shoalmire discuss what happens when people make poor decisions as they approach retirement and the potential consequences of those choices. The post What you shouldn’t have done – what you did and how badly it went wrong – part 1 appeared first on Aging Insight.

In this episode, Lisa Shoalmire and John Ross discuss a recent case in the Texas Supreme Court which dealt with an appeal of an inheritance that may have been manipulated by a would-be-inheritor or an incidental outsider. The post Tortious Interference with Inheritance – Won’t Let Me Make Up My Own Mind appeared first on Aging Insight.

In this episode, John Ross discusses some of the issues related to asset protection, some of the issues related to how to protect your assets, when to do it, how to do it, what your different options are, and what kind of liabilities are out there.   The post Asset Protection – it’s not JUST for the elderly appeared first on Aging Insight.

In this episode, Lisa Shoalmire and John Ross discuss protecting the disabled’s assets while providing a quality of life, changing wills after a person has died and the new challenge of getting a guardianship granted in the state of Texas. The post ABLE, Will Reformation, The Guardianship Challenge in Texas appeared first on Aging Insight.

In this episode, Lisa Shoalmire goes over a few things that we believe are going to be on the table or maybe not on the table, if you have some fears and concerns, through this new administration. The post Possible Changes for Our Seniors Under the New Trump Administration appeared first on Aging Insight.

In this episode, Lisa Shoalmire and John Ross discuss several common issues to plan for/avoid-if-at-all-possible when choosing an executor. The post Choosing an Executor appeared first on Aging Insight.

In this episode, Lisa Shoalmire and John Ross try to clarify a few of the legal changes for Gun Prohibitions made before the new administration takes office. The post Gun Prohibitions – Changes Before the New President Takes Office appeared first on Aging Insight.

In this episode, John Ross and Lisa Shoalmire discuss estate planning and how to avoid some common problems before they make things very difficult. The post Estate Plans | Catch the issues before they catch you appeared first on Aging Insight.

In this episode, John Ross and Lisa Shoalmire discuss common bits of bad advice from fellow professionals: lawyers, accountants, financial advisors…Like the infamous ‘Dresser Drawer Deed’. The post Bad Advice from Fellow Professionals – There is No One Size Fits All Law appeared first on Aging Insight.

In this episode, John Ross and special guest Devin Carroll discuss how to put together an interdisciplinary team of professionals to make sure you retirement/estate-planning/trust, etc. are lined up working seamlessly. The post Building an Interdisciplinary Team appeared first on Aging Insight.

In this episode, John Ross and Lisa Shoalmire discuss affording home care and the new Caregiver Act for wartime vets. The post The Caregiver Act – how wartime veterans can afford a home care provider appeared first on Aging Insight.

In this episode, Lisa Shoalmire and John Ross discuss what might happen to the perpetrators scamming the elderly through tax fraud schemes. The post Scamming the Elderly | Tax Fraud, the IRS and The District Attorney Will Get YOU appeared first on Aging Insight.

In this episode, John Ross, Lisa Shoalmire and special guest Alex Kent discuss the issue of competency in the medical and legal arenas. The post Medical Competency vs Legal Competency – where they overlap and how the differ appeared first on Aging Insight.

In this episode, John Ross and Lisa Shoalmire discuss a recent case of Lisa’s where the widow’s name was not on the recently deceased loan, and the troubles she and others like her are likely to face. The post When the main borrower on the mortgage dies, who can do what? appeared first on Aging Insight.

In this episode, John Ross and Special Guest Alex Kent discuss what some of your options are as you try to recover from an injury needing more than just a few days of rehabilitation. The post Skilled Nurse Rehab – Long Term Care Alternatives appeared first on Aging Insight.

In this episode, John Ross and Lisa Shoalmire discuss estates and how quickly and easily things can get out of hand! The post Estates – the proverbial train wreck over a bundle of sticks appeared first on Aging Insight.

In this episode, John Ross and Christian Pool explore some of the more common elder scams and how to recognize and most importantly avoid them! The post Elder Fraud – Don’t Get Taken for a Ride, You Might Just Lose the House appeared first on Aging Insight.