Second Half Of Life podcast

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Nội dung được cung cấp bởi Steinbacher, Goodall & Yurchak. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Steinbacher, Goodall & Yurchak hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

State Secrets: Inside The Making Of The Electric State

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The Secret To Getting Inspired: Millie Bobby Brown & Chris Pratt Go Behind The Scenes 21:04

cách đây 6 ngày trước21:04

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21:04

Step into the mysterious and visually stunning world of The Electric State as host Francesca Amiker takes you behind the scenes with the creative masterminds who brought Simon Stålenhag’s dystopian vision to life. In this premiere episode, directors Joe and Anthony Russo, stars Millie Bobby Brown and Chris Pratt, writers Christopher Markus and Stephen McFeely, and producers Angela Russo-Otstot and Chris Castaldi reveal how they transformed a haunting graphic novel into an epic cinematic experience. Watch The Electric State coming to Netflix on March 14th. Check out more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

Second Half of Life Podcast

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This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Altoona, State College, Wilkes-Barre, Williamsport, Wyalusing and Wysox, Pa. Visit our website at PAElderCounsel.com.

125 tập

#Higher Education #Business #Podcasting Education #Steinbacher, Goodall & Yurchak

Second Half of Life Podcast

updated cách đây 20 ngày trước

Chia sẻ

Trang chủ series•Feed

125 tập

#Higher Education #Business #Podcasting Education #Steinbacher, Goodall & Yurchak

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Estate Planning Across State Lines (via the Federal Employee Financial Planning Podcast) 1:20:24

cách đây 20 ngày trước1:20:24

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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 documents updated, especially after major life changes or moves, and how laws like the Uniform Trust Act help estate documents travel across state lines. View the entire transcript of the episode. https://www.masonllc.net/blog.htm?ID=16460 Watch a video of this podcast. https://www.youtube.com/watch?v=-dfHrjB38Vg Federal Employee Financial Planning Podcast https://podcasts.apple.com/us/podcast/federal-employee-financial-planning-podcast/id1605491625…

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Corporate Transparency Act: What Business Owners Need to Know Today to Ensure Compliance Tomorrow 44:45

cách đây khoảng một năm trước44:45

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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 mandatory reporting criteria include: LLCs, Limited partnerships, Corporations and S-Corporations. In this episode, Attorney Julie Steinbacher and Attorney Jessica Eckrote go over the CTA and its requirements and how our law firm can and will be helping its small business clients with CTA reporting requirements. They also encourage people to get out in front of the reporting requirements, which are required by Jan. 1, 2025 for businesses established prior to 2024.…

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I Love You...BUT Will: Is Your Sweetheart Secure? 50:38

cách đây khoảng một năm trước50:38

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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 documents such as wills and powers of attorney, inheritance taxes, trusts and how they can be used to not only protect assets but also distribute them according to a pre-determined plan, and also briefly summarize long-term care options and how to pay for them. To view a video of this presentation, including PowerPoint slides, visit our YouTube channel .…

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An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide 1:11:18

cách đây khoảng một năm trước1:11:18

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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, discusses all aspects of trusts and how they are generally used. If you've ever thought about setting up a trust, then this episode is for you. Among the questions she answers are: - How does a trust offer asset protection from the costs of nursing home care? - Why does it matter if a trust is revocable or irrevocable? - Can my spouse or family still access any & all funds placed inside a trust? - Do you have to be "rich" or have multiple investment accounts to benefit from using a trust? - What situations are common for setting up a trust - pros & cons? A video of this episode can also be viewed on our YouTube channel . For more information, questions, to schedule an initial consultation, email us at info@paeldercounsel.com…

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Dementia Training Excerpt: Staff & Family Support and Neglect Prevention 15:49

cách đây khoảng một năm trước15:49

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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 required for people to become Certified Dementia Practitioners (CDP®). In this clip, Attorney Julie Steinbacher, who is a CADDCT and a CDP, discusses the challenges that are present for those professionals and family members that are caregivers to people with dementia, and possible solutions, as well as things to look out for with respect to elder abuse and neglect. While the CDP® designation is primarily intended for professionals that work with people with dementia in the senior services industry, anyone that is interested is welcome to participate in the training program. Our law firm usually conducts 2-3 such trainings per year. If you are interested in participating in a future CDP training given by our firm, email us at info@paeldercounsel.com.…

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Special Needs Planning & Taxation 1:08:55

cách đây khoảng một năm trước1:08:55

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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, there is also a tax component that we haven't covered in depth in past recordings. This presentation, while intended for professionals, can still be helpful for those families that have a member with special needs and who will be engaging in special needs planning in the future, or have already done so. A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel .…

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Unlocking Retirement Wealth: The Key to Navigating SECURE Act Updates 40:53

cách đây khoảng một năm trước40:53

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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 inheritances in the form of IRAs to determine what is the best way to receive them - all at once or over the 10 years now allowed by the SECURE Act - and talks about other things that tax and financial planning professionals, as well as anyone planning for retirement, need to keep in mind for both themselves and their future beneficiaries. While some of the information presented is quite specific and is intended for financial and tax professionals, some of the material would also be applicable for those beginning or already engaged in their own estate planning, especially those that would like to minimize estate tax for their beneficiaries in the future. A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel .…

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Tax Planning in 2024: An Elder Law Perspective 46:28

cách đây khoảng một năm trước46:28

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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 material would also be applicable for those that need to begin their estate planning, especially those to whom estate tax minimization will be one of their top priorities in estate planning. A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel .…

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Five Ways to Pay for Nursing Home Care Without Breaking the Piggy Bank 52:26

cách đây khoảng một năm trước52:26

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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 & options you might not have known existed; myths & truths about the five-year Medicaid look back period; gifting your house to a child (or anyone) for $1 - why you better think twice; why a trust isn't just for "rich" people; and how to lessen your tax burden & other legal documents that are a must! To watch a video of this presentation, visit and subscribe to our YouTube channel .…

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Planning for Families With a Child With Special Needs 1:11:53

cách đây khoảng một năm trước1:11:53

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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, Attorney Megan Ingram and Brian S. Young, CFP®, ChSNC®, give a rundown of some of the things that families with a child with special needs should consider, and also answer the following questions and more: - Who will act as guardian or custodian of my child after my life? - How can Life Insurance provide a benefit to an estate plan? - Why you should review any existing plan periodically to make sure it’s still in good order & current with the law - Funding a Special Needs Trust – what assets should you consider? - Key differences between a 1st Party Special Needs Trust, 3rd Party Supplemental Needs Trust & a Pooled Trust - What is an ABLE account & Summary of Our Wishes? - Recent law updates, tax implications & so much more! The presenters can be reached at the following: Brian.Young@fpgroupllc.net mingram@paeldercounsel.com To schedule an initial consultation with our law firm, email info@paeldercounsel.com or call 1-800-351-8334 and be sure to reference this podcast episode.…

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Tax Planning in 2023: An Elder Law Perspective 48:02

cách đây 2 năm trước48:02

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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.…

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Trust Takeover: Anything & Everything You'd Want to Know About Trusts 1:29:04

cách đây 2 năm trước1:29:04

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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 one works (there are many different types), then this video is for you. In it, Attorneys Julie Steinbacher and Megan Ingram answer the following questions and much more: - How does a trust offer asset protection from the costs of nursing home care? - Why does it matter if a trust is revocable or irrevocable? - Can my spouse or family still access any and all funds placed inside a trust? - Do you have to be "rich" or have multiple investment accounts to benefit from a trust? - What situations are common for using a trust - pros and cons? To view a video of this presentation, visit our YouTube channel .…

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SECURE 2.0: What You Really Need to Know 36:26

cách đây 2 năm trước36:26

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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, which became law in December 2019. Both pieces of legislation are primarily designed to increase and facilitate access to retirement savings and lower employers' costs of offering and funding retirement plans, but they also have several provisions that could affect individuals' estate planning. Even though most of the SECURE 2.0 provisions aren't effective until 2024 or later, the time to plan is NOW! If you would like to schedule an initial consultation with our firm to begin your estate planning, visit ChatwithSGY.com to book a free introductory information gathering session.…

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Trust Administration 101 28:36

cách đây 2 năm trước28:36

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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 considerations of why you might want to set up a trust based on how it works after it is set up, goes over some hypothetical scenarios on how it would work if you set up a trust and then need long-term care, discusses when might be an appropriate time to set up a trust, and then summarizes what to expect should you come into our firm for an initial consultation. She also answers a few more questions from the attendees of this seminar. To schedule your initial consultation, visit ChatwithSGY.com , email info@paeldercounsel.com , or call 1-800-351-8334. The initial information gathering session is generally done by phone, and the initial consultation can be done either in-person, by phone or video conference. Like us on Facebook Subscribe to our YouTube channel Request a free copy of the book referenced at the end of the seminar, "Don't Write a Blank Check to the Nursing Home."…

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Trust Q&A 24:25

cách đây 2 năm trước24:25

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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 of the same questions that are answered in this episode. If you have any further questions or would like to schedule an initial consultation with our office to get started with your individualized estate plan, give us a call at 1-800-351-8334 or email info@paeldercounsel.com. Previous podcast episode…

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