100 episodi

Elder Law with Melissa O'Connor is a podcast dedicated to everything related to elder law and estate planning, including: medicaid trusts, wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts, social security benefits, long term care planning and guardianship. If it's estate planning or elder law related, we'll be talking about it.

Elder Law and Estate Planning with Melissa O'Connor Melissa O'Connor

    • Istruzione

Elder Law with Melissa O'Connor is a podcast dedicated to everything related to elder law and estate planning, including: medicaid trusts, wills, trusts, guardians, power of attorney, medical power of attorney, legacy, wealth creation, asset protection, estate taxes, generation skipping taxes, income taxes, charitable giving, charitable trusts, irrevocable trusts, revocable trusts, life insurance trusts, IRA trusts, social security benefits, long term care planning and guardianship. If it's estate planning or elder law related, we'll be talking about it.

    Medicaid Planning Strategy - Purchase Annuity for Community Spouse

    Medicaid Planning Strategy - Purchase Annuity for Community Spouse

    Is your spouse in need of nursing home care but you are going to stay living in your home? Do you wonder how you are going to afford nursing home care? In this podcast, I share a Medicaid Planning tool that may work for you. It involves purchasing an annuity for the well spouse - or community spouse who intends to stay in their home.
    --
    I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂
    --
    If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/
    --
    We do estate planning. We do probate. And we do it well.

    Our firm rests on three core pillars:

    1. Family protection
    2. Family opportunity
    3. A plan that works when it’s needed

    If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

    Melissa O’Connor is the owner of O’Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy.

    You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

    --
    How to find us out there in the world...

    Instagram = https://instagram.com/oconnorelderlaw
    Facebook = https://www.facebook.com/oconnorelderlaw/
    TikTok = https://tiktok.com/elderlawyer
    iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268
    YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA
    LinkedIn = https://www.linkedin.com/in/oconnormelissa/

    #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

    • 6 min
    What to Do When a Stubborn Aging Parent Refuses to Give Up Control?

    What to Do When a Stubborn Aging Parent Refuses to Give Up Control?

    Everyone loves to be in control of their own life. Asking for help is not easy, and it’s even harder to accept when you really don’t think you need help. Issues arise when there is a disagreement whether now is the time for an aging parent to delegate some authority or control to an adult child. This conversation is rarely easy and there are many layers to address. In this podcast, we’ll talk about his complex family matter.
    --
    I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂
    --
    If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/
    --
    We do estate planning. We do probate. And we do it well.

    Our firm rests on three core pillars:

    1. Family protection
    2. Family opportunity
    3. A plan that works when it’s needed

    If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

    Melissa O’Connor is the owner of O’Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy.

    You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

    --
    How to find us out there in the world...

    Instagram = https://instagram.com/oconnorelderlaw
    Facebook = https://www.facebook.com/oconnorelderlaw/
    TikTok = https://tiktok.com/elderlawyer
    iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268
    YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA
    LinkedIn = https://www.linkedin.com/in/oconnormelissa/

    #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

    • 7 min
    Is a Pooled Trust a Medicaid Strategy for You?

    Is a Pooled Trust a Medicaid Strategy for You?

    Is a pooled trust a Medicaid strategy for you? There are many tools one can use to plan for a Medicaid application. such as a pooled trust.
    --
    I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂
    --
    If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/
    --
    We do estate planning. We do probate. And we do it well.

    Our firm rests on three core pillars:

    1. Family protection
    2. Family opportunity
    3. A plan that works when it’s needed

    If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

    Melissa O’Connor is the owner of O’Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy.

    You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

    --
    How to find us out there in the world...

    Instagram = https://instagram.com/oconnorelderlaw
    Facebook = https://www.facebook.com/oconnorelderlaw/
    TikTok = https://tiktok.com/elderlawyer
    iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268
    YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA
    LinkedIn = https://www.linkedin.com/in/oconnormelissa/

    #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

    • 6 min
    Estate Planning Concerns When Getting a Divorce

    Estate Planning Concerns When Getting a Divorce

    The emotional turmoil of divorce can be overwhelming or liberating depending on ones perspective. While it is commendable and responsible for families to do estate planning, there are some issues to be considered following divorce. In this podcast, I discuss some issues to address post divorce.
    --
    I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂
    --
    If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/
    --
    We do estate planning. We do probate. And we do it well.

    Our firm rests on three core pillars:

    1. Family protection
    2. Family opportunity
    3. A plan that works when it’s needed

    If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

    Melissa O’Connor is the owner of O’Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy.

    You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

    --
    How to find us out there in the world...

    Instagram = https://instagram.com/oconnorelderlaw
    Facebook = https://www.facebook.com/oconnorelderlaw/
    TikTok = https://tiktok.com/elderlawyer
    iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268
    YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA
    LinkedIn = https://www.linkedin.com/in/oconnormelissa/

    #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

    • 5 min
    What Is Spousal Refusal for Medicaid?

    What Is Spousal Refusal for Medicaid?

    Have you heard of couples getting divorced to qualify for Medicaid? Crazy, right? There is another option - it’s called Spousal Refusal. In this podcast, I explain how it works.
    --
    I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂
    --
    If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/
    --
    We do estate planning. We do probate. And we do it well.

    Our firm rests on three core pillars:

    1. Family protection
    2. Family opportunity
    3. A plan that works when it’s needed

    If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

    Melissa O’Connor is the owner of O’Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy.

    You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

    --
    How to find us out there in the world...

    Instagram = https://instagram.com/oconnorelderlaw
    Facebook = https://www.facebook.com/oconnorelderlaw/
    TikTok = https://tiktok.com/elderlawyer
    iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268
    YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA
    LinkedIn = https://www.linkedin.com/in/oconnormelissa/

    #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

    • 3 min
    Is Your Will or Trust Forward Thinking Enough?

    Is Your Will or Trust Forward Thinking Enough?

    A simple estate plan is not necessariliy a bad thing, but is your will or trust forward thinking enough? In this podcast, I talk about why you may want to include a testamentary supplement needs trust provision - just to be sure your beneficiaries are protected.
    --
    I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi’ in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button. 🙂
    --
    If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/
    --
    We do estate planning. We do probate. And we do it well.

    Our firm rests on three core pillars:

    1. Family protection
    2. Family opportunity
    3. A plan that works when it’s needed

    If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

    Melissa O’Connor is the owner of O’Connor Law. She created it with one goal - help YOU live a great life and leave a great legacy.

    You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

    --
    How to find us out there in the world...

    Instagram = https://instagram.com/oconnorelderlaw
    Facebook = https://www.facebook.com/oconnorelderlaw/
    TikTok = https://tiktok.com/elderlawyer
    iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268
    YouTube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA
    LinkedIn = https://www.linkedin.com/in/oconnormelissa/

    #estateplanning #probate #family #money #medicaidattorney #estateplanningattorney #taxes #elderlawattorney #medicaidlawyer

    • 5 min

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