Please Join Skip now from 2-3pm every Saturday on Cruisin’ 1430 AM, for the Estate and Elder Law Hour.
CIRCULAR 230 DISCLOSURE: Any statements regarding tax matters made herein, including any attachments, cannot be relied upon by any person to avoid tax penalties and are not intended to be used or referred to in any marketing or promotional materials to the extent this communication contains a tax statement or tax advice, The Law Office of Skipton Reynolds does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates.
1.20.18 – 3 parts to an effective estate plan and how 96% of us do not have a plan that works out as intended because we do not do all three parts consistently.
1.13.18 – Back to the basics of estate planning such as Powers of Attorney, Wills and Beneficiary Designations, as well as how these need to be updated or reviewed regularly.
1.6.18 – How to proactively plan to not run out of money, as well as the real costs of not having a Long Term care policy and questions to ask about your policy if you have one.
12.30.17 – New tax changes for 2018 and how it effects the estate tax, the gift tax, and the opportunities it may present to control the taxation of your retirement accounts so that money can be better protected from long term care costs as well as simpler for your beneficiaries.
12.23.17 – How to make it easy on your family after you die, as well as issues with mortgages after we die and how to avoid them.
12.16.17 – The pitfalls of doing your estate plan yourself, which can end up costing your family hundreds if not thousands of dollars.
12.9.17 – Jill Lorenz from Summit Resilience Training will talk about how to recognize dementia in our loved ones as we see them over the upcoming holidays.
12.2.17 – Trusts, in particular trusts that can protect your assets during your life.
11.25.17 – Probate and its process. What is it, how does it work with a Will and without a Will, as well as misconceptions about how your Will works with your assets.
11.18.17 – Financial Power of Attorney and who to choose, what the duties are, and how you can get in trouble easily. As well as how the financial institutions look at and work with these documents.
11.11.17 – How Revocable Living Trusts can be powerful for you during your lifetime, as well as how they can simplify the estate process and protect your assets after you have passed away.
11.4.17 – Myths around Veterans Aid and Attendance to help pay for LTC, what the true requirements are and exceptions that can help someone qualify without going completely broke.
10.28.17 – Myths around Medicaid, what the true requirements are and exceptions that can help someone qualify without going completely broke.
10.21.17 – Brady Mullen, with Capital Resource Group, will be talking about how to life insurance can be a very tax efficient and effective tool both during life and after death.
10.14.17 – The proposed tax bill by President Trump. How it may create opportunities to protect more of your estate, or how it may add taxes to your estate.
10.7.17 – Phil and Lily Hoteling with Answers for Senior Care will be talking about how to assess the care needs for your family and signs of such needs, as well as once your family has decided that they need to move into a retirement community, how to go about finding that right place.
9.30.17 – The importance of having a living will, what it does, what it doesn’t do, when it comes into play, the 5 wishes document and its role and much more.
9.23.17 – Senior Real Estate Specialist, Carolyn Gensler, will be talking about considerations when downsizing, how to prepare your home to sell, and how to find the right real estate agent to help you sell your house.
9.16.17 – Long Term Care Specialist, Ray Smith, will be talking about the different types of long term care insurance.
9.9.17 – Moe Aduan from Royal Bookeeping and Accounting will be talking about taxes such as gift, estate taxes, tax deductions available and how to think ahead when tax planning.
9.2.17 – Special guest Jamie Sarche from Feldman Mortuary will be talking about the importance of planning ahead when it comes to funeral, burial and cremation planning and how it helps your family in so many ways.
8.26.17 – The importance of beneficiary designations on your financial accounts to ensure your estate plan works the way you want.
8.19.17 – Stats on how much baby boomers have saved for retirement, how much on average they get in monthly income from social security, how this is a big problem and how to protect it from long term care costs.
8.12.17 – Irrevocable Trusts that can protect and give you control of your assets.
8.5.17 – 10 retirement stats that will blow you away plus Revocable Trusts and the things you may never have considered as a predator to your estate.
7.29.17 – Marion Mauro from Morningstar at Dayton Place talks about what things to think about when choosing a senior living community.
7.23.17 – Wills and Trusts. The pitfalls of not having a Will when you die, common misconceptions of how the Will controls assets after you die, as well as a discussion on Trusts and where they have a lot of value
7.15.17 – 10 Tips for How to Care for an Aging Loved One with special guest Senior Care Advocate Cindy Koch from Always Best Care Senior Services
7.8.17 – Busting Myths Around Spending All of Your Hard Earned Money on the Ever Increasing Cost of Long Term Care