Best Steinbacher, Goodall & Yurchak Podcasts (2024)

1
Corporate Transparency Act: What Business Owners Need to Know Today to Ensure Compliance Tomorrow 44:45

13d ago44:45

44:45

The Corporate Transparency Act (CTA) took effect on January 1, 2024. This new reporting requirement requires millions of small businesses to file a Beneficial Ownership Information (BOI) Report with the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN). The main purpose behind the CTA is to halt money laundering and tax ev…

1
I Love You...BUT Will: Is Your Sweetheart Secure? 50:38

2M ago50:38

50:38

In this episode, a recording of a seminar originally presented live in February 2024, Attorney Pat Santucci and long-term care planner Tammy Zilske help you discover the importance of pre-planning an estate before a catastrophic healthcare crisis happens. This will help you safeguard your loved ones from potential consequences and hardship in the f…

1
An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide 1:11:18

4M ago1:11:18

1:11:18

Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in …

1
Dementia Training Excerpt: Staff & Family Support and Neglect Prevention 15:49

5M ago15:49

15:49

This episode is a brief excerpt from an eight-hour, day-long training program given by Certified Alzheimer's Disease and Dementia Care Trainers (CADDCT®) for the National Council of Certified Dementia Practitioners (NCCDP). This training is required for people to become Certified Dementia Practitioners (CDP®). In this clip, Attorney Julie Steinbach…

1
Special Needs Planning & Taxation 1:08:55

5M ago1:08:55

1:08:55

This episode is the third and final part of a presentation that was recorded in December 2023 and made to tax and financial professionals. In it, Attorney Landon Hodges goes over special needs planning with a focus on the taxation aspect of it and ways to minimize taxes. In addition to the usual special needs planning that our firm does for clients…

1
Unlocking Retirement Wealth: The Key to Navigating SECURE Act Updates 40:53

6M ago40:53

40:53

In this episode, which was recorded in December 2023 and was originally a presentation made to tax and financial professionals. In it, Attorney Jenna Franks goes through some of the changes to retirement planning that have come about since the SECURE Act and SECURE 2.0 were passed and became law over the past five years. She goes through some hypot…

1
Tax Planning in 2024: An Elder Law Perspective 46:28

6M ago46:28

46:28

In this episode, which was recorded in December 2023 and was made to tax and financial professionals, Attorney Julie Steinbacher discusses and analyzes various asset protection strategies as they relate to estate tax minimization, specifically grantor vs. non-grantor trusts. While some of the information presented is quite specific and is intended …

1
Five Ways to Pay for Nursing Home Care Without Breaking the Piggy Bank 52:26

9M ago52:26

52:26

In this recording of a virtual seminar originally presented on September 28, 2023, Attorney Landon Hodges and Long-Term Care Planner Tammy Zilske discuss legal strategies that are available to help you cover the rising costs of long-term care while providing for your immediate needs and preserving your quality of life. Among the topics they go over…

1
Planning for Families With a Child With Special Needs 1:11:53

11M ago1:11:53

1:11:53

It’s important to identify and understand what assets are going to pass directly to a child with special needs and if those assets will adversely affect his or her ability to qualify for certain government benefits. The sooner we can get a handle on things, the better off our child with special needs will be in the future. In this recording of a vi…

1
Tax Planning in 2023: An Elder Law Perspective 48:02

1y ago48:02

48:02

This presentation was originally for tax and accounting professionals, but is now being made available for all. In it, Attorney Julie Steinbacher discusses some of the things that clients will need to consider - with the proper legal guidance of course - from an inheritance tax perspective when doing their estate planning this year. Changes to appl…

1
Trust Takeover: Anything & Everything You'd Want to Know About Trusts 1:29:04

1y ago1:29:04

1:29:04

This episode is the full, uncut version of three previous episodes on trusts that were divided up and released in three separate parts. Protect more of your wealth and provide a legacy for future generations. Learn how you can establish a financial readiness plan today that accounts for the healthcare challenges of tomorrow. If you've ever thought …

1
SECURE 2.0: What You Really Need to Know 36:26

1+ y ago36:26

36:26

This episode is a recording of a webinar originally presented to current clients of our firm and professionals, which we're now making available to everyone. In it, Attorneys Julie Steinbacher and Landon Hodges go over in detail some of the changes brought about by the passage of SECURE 2.0, which was signed into law on Dec. 29, 2022. SECURE 2.0 is…

1
Trust Administration 101 28:36

1+ y ago28:36

28:36

So you've set up a trust, either specifically to protect assets from long-term care costs, to avoid probate, or for some other reason specific to your individual circumstances. Now what? How is it administered, both during your life and after you pass away? In this episode, a partial recording of a virtual seminar originally held live in January 20…

1
Trust Q&A 24:25

1+ y ago24:25

24:25

In this episode, a partial recording of a virtual seminar originally held live in January 2023, Attorneys Megan Ingram and Julie Steinbacher conduct a Q&A session with attendees of the seminar, answering a variety of questions posed by the group related to trusts. If you had some questions after listening to our previous episode on trusts (link to …

1
A Comprehensive Tutorial on Trusts 34:43

1+ y ago34:43

34:43

In this episode, a partial recording of a virtual seminar originally held in January 2023, Attorney Megan Ingram gives a comprehensive presentation on trusts, including the different types, why and how our offices generally uses them, and much more. If you've heard about trusts and the benefits of using them in estate planning and are interested in…

1
What Happens if I Need Long-Term Care? (Classic) 9:13

1+ y ago9:13

9:13

In this classic episode, Long-Term Care Planner Tammy Zilske summarizes the best way to plan for potentially needing long-term care in the future, and goes over some things to keep in mind should you or a loved one ever suddenly have a need for such care. Of course, the best way to plan is to pre-plan before the emergency, but our firm is still abl…

1
The Secret Strategy: Planning Tips for Your Second Half of Life (Classic) 26:50

1+ y ago26:50

26:50

The episode is a rebroadcast of an episode originally produced in 2020. In it, Long-Term Care Planner Tammy Zilske discuss some strategies that are available to anyone and everyone that will help minimize the financial and emotional impact of a healthcare crisis for you or a loved one. She discusses the five-year Medicaid lookback period and how to…

1
Roth IRA Conversions in a Down Market & Inflation With Emphasis for Parents of Children With Special Needs 1:33:08

1+ y ago1:33:08

1:33:08

In this episode, a recording of a virtual seminar originally held live on Nov. 9, 2022, Attorney Julie Steinbacher and James Lange, CPA, Attorney and Registered Investment Advisor, go into great detail on the topic of Roth IRA conversions, with a special focus and emphasis for parents with children with special needs. With the SECURE Act nearing it…

1
I Have a Trust and Now I Need Long-Term Care, Now What? (Classic) 11:45

1+ y ago11:45

11:45

This episode is a partial rebroadcast of an episode that was originally produced in 2020, in which Long-Term Care Planner Tammy Zilske goes over what to expect if you already have a trust and then need long-term care in the future. She also touches on what can still be done if you've done no advanced planning for long-term care and then need it. Pl…

1
Characteristics of Dementia (Classic) 17:29

2y ago17:29

17:29

In this classic episode, a portion of an episode that was originally recorded in 2020, Long-Term Care Planner Tammy Zilske discusses some of the characteristics of dementia, and things you may see from someone that may have the early signs of dementia, even if they don't have a diagnosis. She also touches on some caregiver tips.…

1
Dementia Caregiver 101 (Classic) 17:29

2y ago17:29

17:29

In this classic podcast episode, a partial rebroadcast of an episode originally recorded in June 2020, Long-Term Care Planner Tammy Zilske discuss what is dementia and its warning signs and stages, community resources to contact for help as well as some caregiving tips. While Tammy doesn't go into great detail in this episode, this is a good starti…

1
POAs 101 (Classic) 14:29

2y ago14:29

14:29

This episode is a partial rebroadcast of an episode that was originally produced in 2020., in which Long-Term Care Planner Tammy Zilske gives an overview of the different types of Powers of Attorney, some tips for what people need to consider when drawing up their own POAs, and a few things that our firm generally recommends for all of our clients'…

1
The Medicaid Rules and Other Ways to Pay for Long-Term Care (Classic) 20:34

2y ago20:34

20:34

This episode is a partial rebroadcast of an episode that was originally produced in 2020. In it, Long-Term Care Planner Tammy Zilske discusses a little bit about how the process goes when you apply for Medicaid to pay for your long-term care. She also talks about some of the other ways that people pay for long-term care, including long-term care in…

1
A Summary of Asset Protection Strategies 15:13

2y ago15:13

15:13

In this episode, a excerpt from a virtual seminar held earlier this year, Long-Term Care Planner Kristin Daugherty gives a brief summary of how our firm generally protects assets for our clients, the key points and things that you need to remember and consider for when you're engaging in long-term care planning and would like to preserve your asset…

1
Good Documents 11:25

2y ago11:25

11:25

In this episode, Attorney Jenna Franks explains the importance of having good legal documents and exactly what that means, as well as the risks of not having good documents, or documents at all. She also discusses who to appoint as your Power of Attorney or agent, beneficiary designations that fall outside of Wills, and gives a general overview of …

1
Differences in Long-Term Care and Payment Options 9:15

2y ago9:15

9:15

In this episode, an excerpt from a recent virtual seminar, long-term planner Kristin Daugherty gives a general overview of the different types of long-term care available out there, as well as the different options to pay for them. For additional details about the different forms of long-term care, check out these more comprehensive and detailed po…

1
Answering Submitted Questions About Estate Planning 12:47

2y ago12:47

12:47

In this podcast episode, Attorney Megan Ingram and Long-Term Care Planner Tammy Zilske answer some questions that recent seminar attendees asked during the seminar. Among them are: - Differences between a healthcare Power of Attorney and a living will - Briefly explaining the five-year lookback as it relates to applying for Medicaid to pay for long…

1
Dementia Dialogue Three MUST HAVE Conversations to Protect Your Family from Financial Devastation 48:06

2+ y ago48:06

48:06

Caring for a loved one who is living with Alzheimer's disease or a related dementia can be quite challenging and should not be underestimated. Having conversations early and often is the key for making sure the right health care decisions are made in the second half of life. In this episode, Attorney Megan Ingram and Long-Term Care Planner Tammy Zi…

1
Basic Taxes to Consider in Estate Planning 6:21

2+ y ago6:21

6:21

Taxes are a big part of what everyone needs to consider when doing their estate planning. Whether federal or state inheritance tax, how one structures their estate can make a big difference in what your estate tax is after you pass away. In this podcast episode, Attorney Jenna Franks gives a brief and general summary of what to consider when you do…

1
Transitioning to Adulthood as an Individual with Special Needs: Legal Concerns 36:15

2+ y ago36:15

36:15

When a minor child with special needs transitions to being a legal adult (age 18), there are several things that need to be kept in mind from a legal standpoint and done correctly so that individual does not lose out on any potential benefits that he/she may be otherwise entitled. In this video, a recording of a presentation done for a private grou…

1
A General Overview of the Medicaid Qualification Process for Long-Term Care 6:15

2+ y ago6:15

6:15

Most people know Medicaid as a general healthcare program for people with limited income and assets. While it is this, the program also covers long-term care costs for people that qualify, and one may be surprised to learn that you don't need to be entirely broke with little or no assets to qualify. So, how does that happen? In this episode, Long-T…

1
Things to Consider if You or a Loved One Needs Long-Term Care 14:53

2+ y ago14:53

14:53

If you or a loved one suddenly or unexpectedly needs long-term care, it can be an overwhelming time with lots of questions. In this podcast episode, Long-Term Care Planner Kristin Daugherty answers some of those common initial questions that people have when faced with this situation, based on our firm's experience in working with such clients on a…

1
The Most Important Recommendation We Make to Our Clients 3:30

2+ y ago3:30

3:30

Our clients trust us to give them sound legal advice with respect to planning for their second half of life. As a law firm, we strive to give all of our clients the best possible advice for their situation and goals, which can greatly vary depending on those two and other factors (how old they are, how's their health, etc.). But, we always make one…

1
How to Have Those Difficult Conversations and What to Discuss 6:32

2+ y ago6:32

6:32

We get it! Having conversations with anyone - family or otherwise - about estate planning and what you want to have happen after you pass away isn't something anyone looks forward to. In fact, many people intentionally put off such conversations for one reason or another. But doing so can potentially cause a lot of hardship later on during what is …

1
Three Tips to Tailor Your Trust to Tackle Your Estate Planning Goals 1:09:58

2+ y ago1:09:58

1:09:58

In this recording of a virtual seminar originally presented on Jan. 27, 2022, Attorneys Julie Steinbacher and Megan Ingram-French teach you everything you need to know about trusts. Ever wondered if a trust might be the right estate planning tool for you? Then sit back and listen to this comprehensive presentation about trusts, how we generally use…

1
Adjusting Your Estate Plan Underneath Uncle Sam's Tax Hat 51:13

3y ago51:13

51:13

The U.S. House Ways and Means Committee released draft legislation on Sept. 13, 2021 that proposed a series of tax increases and tax cuts that could greatly affect certain parts of estate planning. In order to update our clients on the latest happenings within Congress, Attorney Julie Steinbacher recently conduced this virtual seminar to summarize …

1
Digging Deeper into Dementia Without Needing a Medical Degree 48:47

3y ago48:47

48:47

In this episode, learn valuable tips and resources for coping with the devastating effects of dementia. This is an audio recording of a virtual seminar originally presented on September 29, 2021. in it, Attorney Jenna Franks, Long-Term Care Planner Kristin Daugherty and Specialized Care Planner Holly Reigh introduce a plethora of pointers to your m…

1
I Know Someone With a Trust, so I Need One Just Like it, Right? 7:10

3y ago7:10

7:10

In this brief podcast episode, Attorney Jenna Franks and Long-Term Planner Kristin Daugherty explain how unique each individual trust can be, and why one size definitely doesn't fit all when it comes to trusts.By Steinbacher, Goodall & Yurchak

1
Three Dementia Discussions You Should Have TODAY to Maintain Your Dignity 1:09:48

3y ago1:09:48

1:09:48

If you or a loved one has been diagnosed with Alzheimer’s or Dementia, you may be overwhelmed with this new reality and have questions pertaining to the future. Learn what action steps are necessary to avoid becoming paralyzed by this mind-erasing disease. It’s a race against time! In this episode, a recording of a virtual seminar originally presen…

1
Is a Jointly-Owned Property Available to Help Pay for Long-Term Care? 2:37

3y ago2:37

2:37

Let's say you own a property (home, vacation property, farm, etc.) jointly with another person, such as a sibling or other family member, or even someone you're not related to. Now, you need nursing home care. Can you be required to sell your portion of the property to generate funds to pay for your long-term care? In this short podcast episode, Lo…

1
Should I Put an Annuity I'm Already Receiving Distributions From Into a Trust? 2:26

3y ago2:26

2:26

In this very brief podcast episode, Long-Term Care Planner Kristin Daugherty answers this simple question of whether or not you should put an annuity from which you're already receiving distributions into a trust if you establish one while doing estate planning. She also explains something else important that needs to be done with regards to an ann…

1
What Happens if I Don't Protect My Assets, But Then Need Long-Term Care? 15:42

3y ago15:42

15:42

What are the consequences of not doing any estate planning? Well, you can roll the dice and maybe you won't have any problems. But with an average of 1 in 5 adults needing some type of long-term care in their lives, why tempt fate? Basically, if you require long-term care, whether it's in a nursing home or even some type of in-home care, and you ha…

1
Why Having an Estate Plan is Important 6:40

3y ago6:40

6:40

"I don't need to worry about having estate planning documents. When I pass I'm fine with whatever the default arrangements are for my estate." If this statement describes how you or someone you know thinks about estate planning, you might want to think again. Did you know that if you pass away without a will, it isn't your spouse that necessarily r…

1
Answering the Top Questions About Long-Term Care 23:04

3y ago23:04

23:04

This episode is a rebroadcast of a show that aired as part of Elder Care Radio on WRSC 1390 AM in State College during 2020-21. It was produced by Forever Media. In this episode, the final in this series from Elder Care Radio, Attorney Jenna Franks and Long-Term Planner Kristin Daugherty answer some of the top questions they get from clients regard…

1
How to Craft an Effective Estate Plan Without Starring in Family Feud 52:12

3y ago52:12

52:12

Just like the classic game show, we took a poll on how best to avoid family feuds. The top survey answers are on the board, and they all indicate peace of mind comes from properly planning ahead. In this episode, Attorney Megan Ingram-French and Long-Term Care Planner Kristin Daugherty will help get your family to the "fast money" bonus round and h…

1
A Loved One Needs Nursing Home Care Now. What do I do? 22:04

3y ago22:04

22:04

This episode is a rebroadcast of a show that aired as part of Elder Care Radio on WRSC 1390 AM in State College during 2020-21. It was produced by Forever Media. In this episode, Attorney Jenna Franks and Long-Term Planner Kristin Daugherty discuss what needs to be done, if it hasn't already, if and when someone has an unexpected medical emergency …

1
The Top Concerns in Estate Planning 22:04

3y ago22:04

22:04

This episode is a rebroadcast of a show that aired as part of Elder Care Radio on WRSC 1390 AM in State College during 2020-21. It was produced by Forever Media. In this episode, Attorney Jenna Franks and Long-Term Planner Kristin Daugherty introduce the concept of estate planning to those that may be new to it or unfamiliar, and they go over some …

1
Simple Solutions to Keep Assets Safe from Nursing Home Costs 45:57

3y ago45:57

45:57

A nursing home, rehab stay, or even long-term or temporary in-home care resulting from a health crisis or emergency does not have to wreck havoc on your second half of life. In this podcast episode, Attorney Jenna Franks and Long-Term Care Planner Kristin Daugherty go through three simple solutions that you can do in relatively short time, with the…

1
What is a Life Estate and How Does it Work? 4:29

3y ago4:29

4:29

In this brief episode, Attorney Landon Hodges and Long-Term Care Planner Tammy Zilske discuss a Life Estate deed, how it works, and when it may be appropriate for someone to utilize as part of their estate planning process.By Steinbacher, Goodall & Yurchak

1
Dementia 101 24:05

3y ago24:05

24:05

This episode is a rebroadcast of a show that aired as part of Elder Care Radio on WRSC 1390 AM in State College during 2020-21. It was produced by Forever Media. In it, Attorney Jenna Franks and Long-Term Care Planner Kristin Daugherty go over at a very basic level what you should know if you or a loved one have been diagnosed with dementia, or are…

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