Attorneys and other staff members from Steinbacher, Goodall & Yurchak conduct a number of speaking engagements each month, including speaking at the firm's own seminars and outside events. Here's a summary of the firm's speaking engagements from the second quarter of 2020 (April - June), which coincided with the move to virtual events due to COVID-19. If you weren't able to attend, or even if you were but would like to hear the presentation again, you're in luck. One of the positive things that has come out of the need to shift to virtual, is we are now able to record all of our virtual seminars and put them up for anyone to view later at their convenience. If you're interested in learning more about any of the topics outlined below and how it applies to your individual situation, please call the firm at 1-800-351-8334 for a free consultation. Visit the seminar page for a list of upcoming seminars.
On April 2, Brittany O.L. Smith, Esq., and Long-Term Care Planner, Certified Medicaid Planner™, Tammy Zilske, presented “What’s in Your Pot O’ Gold.” Brittany and Tammy helped attendees learn the facts about trusts as the firm transitioned to virtual events due to the COVID-19 pandemic. View replay
On April 5, Julieanne E. Steinbacher, CELA*, presented a virtual seminar on the CARES Act. Julie explained how this new legislation applied to small business owners and how they can best utilize its terms for the benefit of both themselves and their businesses. View replay
Landon Hodges, Esq., and Julie presented virtual client update seminars on April 21 and 22. The firm held these client update seminars to inform current wealth protection planning clients of changes in the law and how it may affect them, specifically the provisions addressed under the SECURE Act. View replay
The process of estate planning can vary greatly from individual to individual and family to family. No two estate plans are the same, or at least, they probably shouldn't be. There are several tools that can be used in estate planning, and which ones should be used by different people vary. In episode 10 of the Second Half of Life podcast, "What's in Your Estate Planning Toolbox?," Attorney Landon Hodges and Long-Term Care Planner Kristin Daugherty take a look at some of these tools that will assist people in planning for their second half of life. Among several items, they discuss which documents everyone needs for estate planning, why a Power of Attorney may not be enough, beneficiary designations, advantages and disadvantages of transferring assets into a trust, special needs planning and ABLE accounts, and why pre-planning for long-term care costs provides the best options.
This episode is an audio recording of a virtual seminar originally presented on June 10, 2020. This and other episodes of the Second Half of Life podcast can be accessed on the Steinbacher, Goodall & Yurchak website, as well as on several podcast directories. The podcast is also available on most podcast platforms, including Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro and Castbox.
We all want to stay home for as long as possible, even after a health care crisis or dementia diagnosis. The good news is that there are programs available to keep the ones you love at home without going broke in the process. However, navigating the process is overwhelming and sadly, many individuals end up in a nursing home before the process is complete.
At Steinbacher, Goodall & Yurchak, we are always surprised how few people know about the Community Healthchoices (CHC) Waiver program (previously the Aging Waiver program or the PDA Waiver program). CHC Waiver is a program designed to keep individuals – age 60 and over – in their homes as an alternative to skilled nursing home care. These services include home health services (caregivers), specialized medical equipment, meals, personal emergency response systems, and even home modifications.
Working with a knowledgeable Certified Medicaid Planner™ is the first step when applying for in-home care. The application process is time consuming and requires advocacy to ensure your application is completed in a timely manner. A Certified Medicaid Planner™ can expedite the process and eliminate frustrations.