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Senior Moments Radio

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Episode 006 Notes

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Episode 005

September 16, 2017 – In this episode we discuss Family Retirement Preservation Trusts and Cabin Trusts.

Episode 004

September 9, 2017 – In this episode we discuss the estate tax.


Episode 003

September 2, 2017 – In this episode we explored ways to protect a surviving spouses and children’s inheritance from creditors, predators, divorce and mismanagement.

Episode 002

August 26, 2017 – On this episode we discussed financial and healthcare powers of attorney, and a service called DocuBank that stores and delivers your healthcare documents to your healthcare providers.

Episode 001

August 19, 2017 – In this episode we discussed recent newspaper articles in the New York Times and the Clarion Ledger that show the importance of Medicaid planning.


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