Plain Talk on Estate Planning
No jargon. No scare tactics. Just honest conversations about wills, trusts, Medicaid planning, and protecting everything you've worked for — before it's too late.
All Episodes
2 episodesTrusts Aren't Just for Billionaires
Most people think trusts are only for the ultra-wealthy. Wrong. A revocable living trust can save your family months of probate court, keep your affairs private, and cost less than you think. We break down exactly who needs a trust, what it does, and why putting it off is the most expensive mistake you can make.
Why the State Sells Your Family Home
Medicaid estate recovery is one of the most misunderstood — and devastating — tools the government has. After a loved one passes, the state can come after their home to recover what Medicaid paid for their nursing home care. We explain how it works, which states are most aggressive, and exactly what a Medicaid Asset Protection Trust does to stop it.
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