A Comprehensive and Detailed Presentation About the Basics of Estate Planning Featured in Podcast Episode 40; Podcast Now Available on Pandora
Estate planning is a vast topic, with several different areas and things to consider when putting together a comprehensive estate plan. In many past podcast episodes, we have featured a few of these areas in each. But if you were looking for a one-stop shop where you could take in everything you needed to know about making an estate plan, then episode 40 of the Second Half of Life Podcast is for you. In this episode, titled "The Basics of Estate Planning," Attorney Julie Steinbacher gives our most comprehensive presentation yet about the many aspects of estate planning. She uses several personal stories and anecdotes from her nearly 20 years of practice as an elder law attorney, social worker and long-term care facility owner, to relate to the audience and impress the importance of each individual part of an estate plan.
The Second Half of Life Podcast is also now available on Pandora. Visit the Pandora website to find it there, or find it on your Pandora mobile app.
All episodes of the Second Half of Life Podcast can be found on the Steinbacher, Goodall & Yurchak website, as well as on most podcast directories. In addition to Pandora, these also include Apple Podcasts, Spotify, TuneIn + Alexa, iHeartRadio, Stitcher, Podcast Addict, Google Podcasts, Podchaser, Deezer, Listen Notes, Bullhorn, Overcast, Pocket Casts, Castro, Castbox, Podfriend, Player FM, and Podcast Index.
Attorney Julie Steinbacher, the owner and founding shareholder of Steinbacher, Goodall & Yurchak, has been named a fellow of the American College of Trust and Estate Counsel (ACTEC). The ACTEC is a national organization of more than 2,500 attorneys and law professors that are peer-elected to membership. Members are called "fellows," and they represent the best and brightest in the trust and estate practice, with years of experience representing and advising individuals and families.
Julie, who is also a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation, joins Attorney Amos Goodall as a fellow in the ACTEC. Julie and Amos are two of only 96 attorneys in Pennsylvania to be ACTEC fellows, and are two of only five attorneys in ACTEC from the northeast and north central portion of Pennsylvania ranging from the Poconos and west through the State College area. They are also the only ACTEC fellows in both the greater Williamsport and State College areas.
A series of clips from another virtual happy hour event originally held on Sept. 1, 2020 and featuring Attorney Jenna Franks and Long-Term Care Planner Kristin Daugherty make up episodes 33-39 of the Second Half of Life Podcast. This series of seven episodes, ranging in length from just over a minute to just over 15 minutes, deal primarily with long-term care planning topics. These topics include giving a home to a child or other beneficiary for $1 (which our firm does not recommend in most cases), the importance of wills and what types of assets generally aren't covered in them, why retirement accounts generally shouldn't be put in trusts, qualifying for Medicaid to pay for long-term care costs and more.
Links to each individual episode are below, and they can be found, along with all other episodes of the Second Half of Life Podcast, 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, Castbox, Podfriend, Player FM, and Podcast Index.
Episode 33 - Why are Wills important and what types of assets generally aren't covered in Wills?
Episode 34 - Should I give my house to my child for $1
Episode 35 - Why not put IRAs and other retirement accounts into a trust?
Episode 36 - All about Powers of Attorney (in under 10 minutes)
Episode 37 - Qualifying for Medicaid to pay for long-term care costs
Episode 38 - Putting investment account into a trust
Episode 39 - Levels of long-term care