Plan & Protect Podcast
A practical conversation on final arrangements, taxes, and why you need to be prepared.
Medicaid Benefits
Episode 11: The Medicaid Episode (Part 3)
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 ...
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Medicaid Benefits
Episode 10: The Medicaid Episode (Part 2)
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 ...
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Medicaid Benefits
Episode 09: The Medicaid Episode (Part 1)
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 ...
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Long-Term Care Planning
Episode 08: The Assisted Living Episode
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 ...
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Long-Term Care Planning
Episode 07: The Long-Term Care Episode
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 ...
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Tax Considerations
Episode 06: The Tax Episode
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 ...
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Estate Planning
Episode 05: The Book Episode
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 ...
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Estate Planning
Episode 04: The Trust Episode (Part 2)
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 ...
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Estate Planning
Episode 03: The Trust Episode (Part 1)
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 ...
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Estate Planning
Episode 02: The Probate Episode
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 ...
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