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  • Long-Term Care Trends after Covid-19
    2020/06/15
    Julian discusses changes trending in the long-term care industry as people are more concerned about living in nursing homes following COVID-19.
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    10 分
  • Understanding Medicare - What are your choices at age 65?
    2020/06/09
    Julian interviews Medicare guru Bill McKendree about how to make the right choices when enrolling in Medicare.
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    38 分
  • Naming Beneficiaries
    2020/06/01
    Designating a beneficiary on your investments or IRA is more than just a name. Learn about different scenarios that might cause you to think twice about who is named as beneficiary of your financial assets.
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    10 分
  • How do I choose a Trustee?
    2020/05/25
    When designing an estate plan that involves a Trust, it is very important to understand the options for selecting a trustee. We examine the differences between individual and corporate trustees and the advantages/disadvantages of both.
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    14 分
  • Can I ever get out of the nursing home?
    2020/05/18
    Julian exposes the little known secrets to getting a loved one out of a nursing home and back home while still maintaining eligibility for Medicaid coverage to pay for the home care.
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    11 分
  • What can we learn from Kobe Bryant’s death about estate planning?
    2020/05/12
    Julian sits down with Certified Elder Law Attorney Rob Schweitzer and discusses Rob’s recent article on how Kobe Bryant’s estate planning issues can translate to the need of non-celebrity clients and their families
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    18 分
  • Can I still do anything to protect my house after I’m already in a nursing home?
    2020/05/04
    Julian Gray discusses the importance of planning even after “the 11th hour” to protect a home from being claimed by the State for Medicaid repayment.
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    10 分
  • The Special Olympics of Pennsylvania: A competition with rewards beyond a medal
    2020/04/27
    In this episode, Julian interviews C. Shannon Barry, who is a Board member of SOPA and co-creator of the annual Un-cathlon event, a unique sporting event which allows supporters to compete in Olympic style events along side people with disabilities to create a special experience for all.
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    16 分