Keeping seniors and their families informed and up to date on estate planning, elder law and other matters. We help seniors navigate the legal maze of aging in America.
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Todd Whatley is a Certified Elder Law Attorney, practicing attorney and now the Elder Law Coach. His passion is to help attorneys become proficient Elder Law Attorneys. He still practices law with over 22 years of experience with offices in two states. He is the Past President of the National Elder Law Foundation, the ABA accredited certifying organization for the ABA. He LOVES working with new and experienced attorneys to help them have the best job in the world and help a great population. ...
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Tieesha Taylor opens up about her path into elder law and her commitment to serving families with compassion and clarity. She introduces her philosophy of compassionate generational legal service, helping families across all dynamics—from adult children to grandparents and blended families—navigate some of life’s most emotional decisions.
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We'll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn't happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
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Welcome to The Smart Legacy Podcast, where we help you protect your assets, secure your future, and leave a lasting legacy. Each episode, we dive into essential estate planning and elder law topics—wills, trusts, asset protection, and strategies to avoid going broke in a nursing home. Learn how to safeguard your wealth, navigate Medicaid planning, and ensure your loved ones are taken care of. Hosted by the Kansas and Missouri estate planning and elder law attorneys at Stockton & Kandt, we br ...
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There are a lot of myths and misconceptions floating around about estate planning and long-term care planning. Many families fail to plan because they feel overwhelmed and not sure where to start, so they never put a plan in place. Our mission with this podcast is to give you a starting point and empower you to ask the questions that matter most when it comes to putting the right estate plan together for you and your family. In each episode, we are addressing the myths and misconceptions abo ...
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Elder Law & Advocacy: The Conversation is a new podcast that brings to life the stories, struggles, and successes at the intersection of aging, justice, and compassion. Produced by Elder Law & Advocacy, a nonprofit law firm serving seniors throughout Southern California, the series invites listeners to explore the legal and human dimensions of topics such as financial elder abuse, end of life planning, and common legal issues affecting seniors. Each episode will delve into real-world cases a ...
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Seamon Law Offices helps individuals and families across West Virginia prepare for their futures. We have dedicated our entire practice to estate planning to ensure people of all ages and their loved ones have financial security now and in the future. Our ultimate goal is to develop individualized legacy plans for our clients that protect their assets.
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Are you a senior citizen? Or perhaps you have a parent, relative, close friend or neighbor who is one. If so, then you won’t want to miss this important and informative podcast. Learn about elder law, a relatively new area of law, that encompasses the legal issues that acutely affect seniors and their families. Yale Hauptman, an elder law attorney, discusses the various problems and issues of aging in America today and interviews guests from other elder care fields.
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Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
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Attorney Chris Crowson Breaks Down Medicare Appeals After Decades in the Field
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13:01In this episode of Elder Law & Advocacy: The Conversation, Elder Law & Advocacy Deputy Director and Attorney Jenna MacRae sits down with HICAP Attorney Chris Crowson, who reflects on his remarkable 35-year career serving older adults - 25 years with Health Insurance Counseling and Advocacy Program (HICAP) and 10 years in the legal services programs…
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Ep 60 AI Changed Search; Your Marketing Must Too
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11:23Send us a text We map how AI and zero-click search are changing legal marketing, and we show a clear path from traditional SEO to answer engine optimization. We share practical steps to build Q&A content, apply FAQ schema, and earn citations that turn AI answers into paying clients. • why zero-click answers reduce site traffic • how answer engine o…
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Dementia, Caregiver Burnout, and Choosing the Right Senior Living Option
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20:02Episode Summary: In this episode of Caregiver Counsel: Elder Law Insights, Attorney Tieesha Taylor sits down with Marysol Betancourt from Sunrise Senior Living in Coral Gables to discuss dementia, memory care, and caregiver burnout. They explore how families can recognize when it’s time for memory care, how to choose the right senior living communi…
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Veteran’s Benefits in Estate Planning: What You Should Know
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11:28Benefits you earned shouldn’t be out of reach just because the rulebook is complex. We sit down on Veterans Day to map a practical path to VA Aid and Attendance—a pension that can help pay for in‑home care, assisted living, or nursing home care—without draining a lifetime of savings. Drawing on years of elder law practice, we unpack the real asset …
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Estate Planning & Tax Strategies After the 2025 Tax Law Changes
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42:55Wondering how the 2025 tax law changes will affect your estate plan and legacy? In this episode of the Smart Legacy Podcast, attorneys Glenn Stockton and Sophia Kandt break down what the new tax bill means for you and your family. Discover actionable tax-saving strategies, including Roth IRA conversions, effective gifting, and how to avoid costly m…
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Trust, Truth, and Teamwork: Fighting for Families in the Age of Misinformation
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29:47Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building trust, fighting against misinformation, and working hard to help people understand the value of specialized knowledge and services. Jeff Bellomo and Roslyn Drotar-Cassidy, Director of Marketi…
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The 5 Most Common Excuses People Make for Not Needing an Estate Plan and Why They are Wrong
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19:28In this episode, Bill Miller discusses the top five reasons people believe they don't need an estate plan and explains why these beliefs are misguided. He shares personal stories and insights into the importance of having a comprehensive estate plan to protect loved ones and ensure that wishes are honored. The conversation emphasizes that estate pl…
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Send us a text We lay out the biggest myths about elder law and show how a compassionate, human-centered practice can protect families from crushing care costs while giving attorneys more control and purpose. From Medicaid and VA benefits to avoiding guardianship and probate, we share practical paths to pivot and thrive. • elder law as more than si…
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Ep 59 Building the correct Avatar, Not Guesswork: Targeted Elder Law Growth
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17:46Send us a text Most elder law firms try to speak to everyone and end up convincing no one. We take you inside a practical, field-tested approach to defining three high-value audiences—seniors, adult children, and caregivers—and crafting messages and channels that meet each where they already are. Seniors want independence, asset protection, and cla…
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Ep 57 Learn The Essentials To Build, Price, And Market A Sustainable Elder Law Practice
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26:27Send us a text We share a step‑by‑step path to launch and grow an elder law practice, from education and mentorship to marketing that actually reaches seniors and their families. Along the way, we explain flat fees, specialization, and why calm counseling wins more trust than courtroom swagger. • choosing elder law for meaningful, non‑adversarial w…
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Ep 56 How Elder Law Attorneys Guide Smart Long-Term Care Decisions
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23:08Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-t…
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AI Scams & Crypto Fraud: The Hidden Crisis Facing Seniors | Elder Law & Advocacy: The Conversation
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27:13In this premiere episode of Elder Law & Advocacy: The Conversation, Executive Director and Supervising Attorney Jaime Levine sits down with Attorney Caleb Logan to uncover the realities of elder abuse, financial fraud, and senior scams affecting older adults today. Caleb shares insights from his experience litigating cases against nursing homes, ba…
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From Environmental to Elder Law: Introducing Attorney Josh Hunter
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17:14Meet the newest member of our elder law team, attorney Josh Hunter—a history major turned lawyer who pairs environmental policy training with a calm, strategic approach to complex family needs. We walk through the realities of apprenticeship in a focused practice: why mastering estate planning, long-term care benefits, probate, trust administration…
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Planning for the Cost of Long-Term Care and Retirement
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10:40Episode Summary: In this episode of Caregiver Counsel: Elder Law Insights, Attorney Tieesha Taylor sits down with financial expert Jose Jimenez, President of All Star Capital Group, to discuss how caregiving affects family finances and retirement planning. They explore the rising cost of long-term care, common mistakes families make when paying for…
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Halloween Estate Planning: Tricks And Treats
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12:10A Halloween greeting sets the stage for a conversation about the real scares families face: probate, guardianship, and the high cost of long-term care. We unpack how to turn those fears into treats by using practical tools that keep control in your hands, protect your home, and speed assets to loved ones without a courtroom drama. We start with the…
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Probate: The Real Life Horror Story You Can Avoid
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6:04Probate doesn’t just slow things down—it can turn a time of grief into a grind of court dates, public filings, and creditor claims. We sit down to unpack why probate so often feels like a maze and map out practical ways to keep your family out of it with clear, simple planning moves that protect what matters. We start with the human cost: how an op…
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Marriage Equality in Uncertain Times: What Same-Sex Couples Need to Know
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26:51During the current session of the U.S. Supreme Court (SCOTUS), the justices may hear a case that could overturn Obergefell v. Hodges (2015), the landmark ruling that legalized same-sex marriage. If SCOTUS agrees to hear the case, it will re-surface the question of whether marriage equality should remain federally protected. Additionally, multiple s…
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What Happens to Your Kids If the Unthinkable Happens? Estate Planning Essentials for Young Families
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40:43Are you a parent of young children? Have you ever wondered what would happen to your kids if something happened to you? In this eye-opening episode of the Smart Legacy Podcast, attorneys Glenn Stockton and Sophia Kandt tackle the number one risk facing young families: not having a plan in place for your children's care and financial security. Join …
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Decisions When Siblings Own Property Together
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7:07Episode Summary: When siblings inherit or co-own property, what begins as a shared legacy can quickly turn into conflict. In this episode, Tieesha explains what families should know before emotions and money get in the way. She walks through how property ownership really works, what to do when one person wants out, and how to protect your family’s …
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Imagine sorting a loved one’s papers and finding ten different wills—each telling a slightly different story about who gets what. That’s how family peace turns into a courtroom drama. We pull back the curtain on why outdated wills and mismatched beneficiary forms can derail even the most well‑meaning plans and how a few practical moves can keep you…
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Behind the Professional Boot Camp: Designing a Day that Delivers
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23:19Jeffrey Bellomo has made education the cornerstone of his firm, building programs that enable families and professionals to make smart decisions in estate planning and elder law. At the heart of this commitment are two powerful learning opportunities: professional boot camps and weekly workshops. Twice a year, Bellomo & Associates offers high-energ…
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What if the scariest part of probate isn’t the paperwork—but the creditors waiting to drain an estate dry? We pull back the curtain on practical, legal tools that keep wealth intact, from the first filing to the final distribution. Jane and Haley explain how to start the clock with a proper notice to creditors, why a thorough inventory creates leve…
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Redefining Senior Living: The Evergreen Community Experience
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40:27Discover how Evergreen Community is transforming senior care in Johnson County, Kansas, with a nonprofit, resident-driven approach that emphasizes dignity, vibrant living, and community connection. Host Glenn Stockton speaks with Belinda Vierthaler, Evergreen's Chief Development Officer, about their award-winning culture, upcoming campus with all-p…
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Most people assume a caring family and a good doctor’s note will steer a loved one through a crisis. The hard truth in North Carolina: only a judge can declare incompetence, the evidence bar is high, and family conflict can put strangers in charge of the most personal decisions. We unpack the four biggest guardianship nightmares—thin medical proof,…
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Unlocking Hope: Alzheimer's Awareness, Resources & Real Stories You Need to Hear
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42:25Are you or a loved one facing the challenges of Alzheimer's or dementia? In this episode of The Smart Legacy Podcast, host Glenn Stockton sits down with Michelle King, Community Program Manager for the Alzheimer's Association Heart of America Chapter, and Carrie Stracy, Director of Community Outreach at Stockton and Kandt and dedicated volunteer. T…
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Realizing a Vision: The Evolution of Free Education at Bellomo & Associates and Beyond
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29:06What happens when a family faced with an extreme medical crisis approaches a traditional law firm with concerns about paying for their health care expenses or worried about keeping the family home? Instead of being met with compassion and clarity, the family typically experiences confusion, frustration, and high legal fees. That was the painful rea…
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Protecting Your Spouse from Nursing Home Costs
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8:10Protecting your loved ones from the devastating financial impact of long-term care costs is one of the most powerful gifts you can give them. In this eye-opening episode, attorneys Greg McIntyre and Haley Matson reveal crucial strategies to shield your home, retirement savings, and other assets if nursing home care becomes necessary in your future.…
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How to Prepare for Your Initial Estate Planning Consultation
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21:14In this episode, Bill Miller discusses the essential steps to prepare for an estate planning consultation. He emphasizes the importance of preparation, outlining key considerations and a checklist of documents to bring. The conversation also covers the decisions individuals should contemplate before their meeting, the costs associated with differen…
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Understanding Medicaid Planning and Eligibility in Florida
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8:28Episode Summary: In this episode of Caregiver Counsel Elder Law Insights, elder law attorney and founder of Elderly Care Law Firm, Tieesha Taylor, tackles one of the biggest fears families face: losing a home or lifetime of savings to nursing home costs. With nursing care in Florida averaging $9,000–$10,000 per month, many families worry that Medic…
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Join Jeffrey Bellomo as he addresses several questions that have surfaced during his weekly calls with members of the Red Wagon Club. Jeff reviews an increase in estate and gift tax exemptions as part of recent federal legislation and clears up confusion about irrevocable trusts and the "step-up in basis." Additionally, he explains Pennsylvania's g…
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Elder Care & Medicaid: Catholic Community Health and Villa St. Francis
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41:07On this episode of the Smart Legacy Podcast, attorney Glenn Stockton is joined by leaders from Catholic Community Health, Brad Hedrick and Tiffany Claire, to discuss what sets Villa St. Francis apart as one of Kansas' largest and highest-rated Medicaid-approved long-term care facilities. Discover how Villa St. Francis and Catholic Community Health …
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Nursing Home Costs in 2025: Planning Ahead to Save Your Estate
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11:40What would you do if you knew there was a 70% chance a meteor would hit your home? You'd move, right? According to the Department of Health and Human Services, that's the same probability seniors face for needing long-term care—yet most aren't prepared for the financial impact. Nursing homes in North Carolina now cost between $8,000-$13,000 monthly…
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Your Estate Planning Options: What is Best for You?
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22:28Have you ever thought a simple will was all you needed to keep your family out of court, save your home from the nursing home, or ensure your money goes exactly where you want? The truth is, estate planning isn't one-size-fits-all—and what you don't know can hurt your loved ones when tragedy strikes. In this episode of the Miller Estate Planning po…
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Epi 55 Shorten Your Elder Law Learning Curve from Five Years to One Weekend
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15:17Send us a text Ever wondered if there's a faster way to master elder law without years of costly mistakes? In this episode, Todd Whatley unveils his groundbreaking Transformational Weekend Summit, a revolutionary program designed to compress what typically takes years to learn into just one intensive weekend. Drawing from his 26 years as a practici…
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Long-term care costs are skyrocketing, with averages as high as $10,000 to $15,000 per month, and 70% of people over 65 will need care at some point. Without proper planning, these expenses can deplete your savings and leave your family struggling to pick up the pieces. This episode dives into the importance of pre-planning, Medicaid strategies, an…
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Compassion and Connection: Providing Support for Dementia Caregivers
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26:32Join Jeffrey Bellomo as he discusses caring for the dementia caregiver with Carrie Aalberts, also known as Dementia Darling. If you're a caregiver, it's important to understand that your work matters, your health matters, and you are not alone. ONLINE RESOURCES Dementia Darling - https://www.dementiadarling.com/ Teepa Snow - https://teepasnow.com/ …
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From Advocacy to Elder Law: Meet Tieesha Taylor
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11:48Episode Summary In this debut episode of Caregiver Counsel: Elder Law Insights, elder law attorney Tieesha Taylor, founder of Elderly Care Law Firm, shares her journey from aspiring real estate developer to becoming a passionate advocate for caregivers and families. After a career shift sparked by the 2008 housing crisis and volunteer work in long-…
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Taking on the role of trustee means stepping into a position of significant responsibility that comes with legal obligations many people don't fully understand. This enlightening discussion between attorneys Haley Matson and Jordan McIntyre breaks down the critical aspects of being a trustee and managing someone else's assets as a fiduciary. The at…
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The Nursing Home Medicaid Application Process in Alabama
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22:39In this episode of the Miller Estate and Elder Law Podcast, Bill Miller discusses the complexities of applying for nursing home Medicaid in Alabama. He outlines the eligibility requirements, common pitfalls families face during the application process, and strategies to navigate these challenges effectively. The importance of proper documentation a…
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Spousal Protection: Navigating Nursing Home Costs
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21:28Facing the possibility that you or your spouse might need nursing home care is daunting enough without the added stress of potential financial ruin. The stark reality—nursing homes cost between $10,000 and $15,000 monthly—means even substantial estates can be rapidly depleted, leaving a healthy spouse vulnerable. In this deeply informative conversa…
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Failing to plan your estate doesn't just leave your family with emotional stress—it creates financial chaos. Without a plan, your loved ones face expensive probate, legal battles, and even losing access to critical information during emergencies. Learn how simple steps like creating a trust, signing power of attorney documents, or updating benefici…
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VA Disability Law: Advocating for Veterans at Home and Abroad
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24:59Jeffrey Bellomo sits down with Rebecca Deming, CEO and Principal Attorney at ProVet Legal, to discuss how the firm helps veterans get the full range of VA benefits that they have earned. The team at ProVet Legal is experienced at resolving administrative snags, locating hard-to-find evidence, and tackling legal complexities at the state and federal…
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Navigating Difficult Discussions: Planning Your End-of-Life Wishes
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5:57We all avoid the uncomfortable conversations, but what if facing them actually brought peace of mind? Attorney Greg McIntyre tackles one of life's most difficult topics—end-of-life planning—with compassion, wisdom, and practical guidance. Drawing from his two decades of experience in estate planning and elder law, Greg shares why these sensitive di…
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In this episode, Bill Miller discusses the critical importance of estate planning, sharing real-life stories that illustrate the consequences of not having a plan in place. He emphasizes that estate planning is not just for the wealthy or the elderly, but is essential for everyone, regardless of age or financial status. The conversation covers key …
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Kinetic Wealth: Rethinking Reverse Mortgages for Retirement Planning
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27:48What if one financial tool could dramatically improve your peace of mind by expanding your retirement options? Jeff welcomes mortgage expert and author Ken Pitts, founder of Advisors Mortgage Services, to discuss his book, "Kinetic Wealth," which he wrote to clear up misconceptions surrounding reverse mortgages. In its most simple terms, a reverse …
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Facing the Fear: Why We Avoid Estate Planning and How to Move Forward
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25:51What's really behind the delay in drawing up your estate plan? For many people, it's not time, money, or even complexity. It's fear. Fear of mortality, fear of making the wrong decision, fear of what might change, or fear of family conflict. With years of experience helping families through the legal and emotional challenges of estate planning, Jef…
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The One Big Beautiful Bill: What NC Residents Need to Know About Long-Term Care Changes
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7:46The landscape of long-term care benefits in North Carolina is shifting dramatically with the implementation of the "One Big Beautiful Bill." This legislation introduces several key changes that could significantly impact how you or your loved ones access crucial healthcare services when they're needed most. Most notably, the bill establishes a flat…
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Real Estate for Aging Homeowners (feat. Jason Brodsky)
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20:12When it comes to navigating real estate decisions, particularly for older adults or those managing inherited properties, professional guidance isn't just helpful—it's essential. This enlightening conversation between Jane Dearwester of McIntyre Elder Law and Jason Brodsky of Owners Only Real Estate reveals why DIY approaches to property valuation a…
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Smart Legacy: Building Your Future, Protecting What Matters
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41:06In the debut episode of The Smart Legacy Podcast, father-daughter attorneys Glenn Stockton and Sophia Kandt share heartfelt stories and invaluable advice about estate planning, elder law, and leaving a legacy. From navigating probate to avoiding common planning pitfalls, they explore how to protect your assets, maintain family harmony, and ensure p…
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