In this final installment of a three part Medicaid series, Justin and Drew dive into how his firm can use Medicaid rules to protect one spouse when the other needs expensive long-term care. They talk about income protection that may be available to help the spouse at home maintain necessary household expenses. They also look […]
Episode 11: The Medicaid Episode (Part 3) Read More »
In this episode, Justin and Drew talk about the three main rules that apply to Medicaid coverage for long-term care. They also talk about common misunderstandings people have about those rules and how those misunderstandings can cost them a ton of money. What You’ll Learn: That the Medicaid five year look back doesn’t mean what most
Episode 10: The Medicaid Episode (Part 2) Read More »
In this episode, Justin and Drew zero in on Medicaid as a way to cover the high costs of long-term care. Justin outlines the various long-term care programs that can be covered by Medicaid benefits, and he touches on the three main rules that apply to coverage for those programs. What You’ll Learn: Which three
Episode 09: The Medicaid Episode (Part 1) Read More »
In this episode, Justin and Drew welcome special guest, Jimmy Elrod, to the podcast. Jimmy is one of the owners and directors of a local assisted living facility in central Arkansas. They discuss what differentiates assisted living from other long-term care options, and they get into how the current situation surrounding COVID-19 has forced assisted
Episode 08: The Assisted Living Episode Read More »
In this episode, Justin and Drew talk about the various options available when it comes to long-term care and the different ways a family can pay for those options. Justin provides an overview of long-term care insurance, Medicaid, and Veteran’s Benefits, setting up more detailed long-term care conversations in future podcast episodes. What You’ll Learn:
Episode 07: The Long-Term Care Episode Read More »
In this episode, Justin and Drew talk about tax issues that often come up when working on an estate plan. They get into tax issues that people tend to worry about but shouldn’t and tax issues that people should worry about but don’t, touching on estate taxes, gift taxes, capital gains taxes, and taxes relating
Episode 06: The Tax Episode Read More »
In this episode, Justin and Drew give the gift of an audio glimpse into Justin’s book, You Need A Plan. Justin reads the Preface and Introduction of the book, and, as always, offers you a free copy. What You’ll Learn: The story behind Justin writing his book An introduction to the valuable information covered in
Episode 05: The Book Episode Read More »
In this episode, Justin and Drew finish up their discussion on trusts. They get into the different types of trusts and they talk about ways you can use a trust to protect your beneficiaries from themselves or from others. What You’ll Learn: Why you might consider using an irrevocable trust How you can protect the
Episode 04: The Trust Episode (Part 2) Read More »
In this episode, Justin and Drew talk about trusts—what they are, how and why they are used in estate planning, and who needs one. You’ll hear why Justin often considers the use of a trust to be the best way for a family to stay out of probate court. What You’ll Learn: A will is
Episode 03: The Trust Episode (Part 1) Read More »
In this episode, Justin and Drew talk about probate court and why you should do everything you can to avoid it. You’ll hear real-life horror stories about celebrities as well as middle-class families whose failure to plan to avoid probate cost them dearly. What You’ll Learn: The truth about what probate court really involves The
Episode 02: The Probate Episode Read More »