One Happy Lawyer: The Estate Planning Podcast

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*One Happy Lawyer: The Estate Planning Podcast* provides expert insights into estate planning and elder law. Join Attorney Dan Krause as he simplifies complex legal concepts, offering guidance and solutions for individuals and families to secure their futures through proper planning.

Episodes

  1. Protecting Home and Other Assets from the Devastating Cost of Nursing Care

    May 20

    Protecting Home and Other Assets from the Devastating Cost of Nursing Care

    Episode Summary: In this episode of One Happy Lawyer: The Estate Planning Podcast, host Lisa Mosbey sits down with Attorney Dan Krause, a board-certified Estate Planning Law Specialist, to explore the financial implications of nursing care on family assets. They delve into the fears surrounding the loss of homes and savings when long-term care becomes necessary, especially in Wisconsin. Dan explains how Medicaid plays a crucial role in covering long-term care costs for many, and the misconceptions people have about Medicare's coverage. The conversation highlights the importance of early planning and the potential pitfalls of relying solely on advice from facility workers or county employees. Dan also shares insights on how asset protection planning can differ for single individuals versus couples, and the emotional and financial dynamics when adult children become involved in care decisions. Listeners will gain valuable knowledge on how to safeguard their assets and ensure their financial security in the face of long-term care needs. Key Timestamps: 00:01 – Introduction 00:25 – The Cost of Nursing Care and Asset Impact 01:48 – Fear of Losing Control and Security 02:20 – Consequences of No Planning 03:42 – Misconceptions About Medicare and Long-Term Care 05:10 – Challenges in a Health Crisis 06:26 – Mistakes in Relying on Non-Professional Advice 07:10 – Planning for Singles vs. Couples 08:42 – Medicaid and Asset Exclusions 10:06 – Estate Recovery and Protecting Assets 11:00 – Family Dynamics and Care Decisions 14:32 – Responsible Asset Protection Planning 18:52 – Importance of Early Planning About the Show: One Happy Lawyer: The Estate Planning Podcast is a podcast dedicated to demystifying estate planning and elder law, particularly for families in Wisconsin. Hosted by Lisa Mosbey, the show features in-depth discussions with experienced attorneys like Dan Krause, offering practical advice and strategies to protect assets and ensure peace of mind. The series is designed for individuals and families seeking clarity and guidance on complex legal issues, with a focus on ethical planning and proactive decision-making. Whether you're planning for retirement or navigating the challenges of elder care, One Happy Lawyer: The Estate Planning Podcast provides the insights you need to make informed choices.

    21 min
  2. Planning for Minor Children: Guardianship and Long-Term Considerations

    Apr 22

    Planning for Minor Children: Guardianship and Long-Term Considerations

    Episode Summary: In this episode of *One Happy Lawyer: The Estate Planning Podcast* Attorney Dan Krause delves into the crucial considerations for planning for minor children in estate planning. From defining guardianship to discussing financial implications and the importance of early planning, Dan provides expert insights to help families navigate this essential aspect of estate planning. Key Timestamps: 00:00 – Introduction 01:15 – Understanding guardianship in Estate Planning 03:30 – Choosing a guardian and legal considerations 05:45 – Financial aspects of guardianship planning 07:20 – Challenges of informal arrangements 09:00 – Long-term factors affecting planning decisions 10:45 – Starting the planning process early 12:30 – Importance of seeking expert advice 14:00 – Taking actionable steps for effective planning About the Show: *One Happy Lawyer: The Estate Planning Podcast* hosted by Attorney Dan Krause, offers valuable insights into estate planning and elder law. With a focus on providing expert guidance and practical advice, the podcast equips listeners with the knowledge needed to navigate complex legal matters related to estate planning.

    14 min
  3. What Happens If You Don’t Have an Estate Plan in Wisconsin

    Mar 25

    What Happens If You Don’t Have an Estate Plan in Wisconsin

    Episode Summary: In this episode of *One Happy Lawyer: The Estate Planning Podcast*, Attorney Dan Krause explains the intricacies of intestate succession in Wisconsin. He delves into what happens when someone passes away without an estate plan, detailing how assets are distributed according to state laws. With clear examples and insights, listeners gain valuable knowledge on the importance of having a well-crafted estate plan. Key Timestamps: 00:00 – Introduction 01:30 – Intestate Succession Explained 04:15 – Distribution Rules Without a Will or Trust 07:20 – Complexities in Mixed Family Situations 09:45 – Importance of Creating a Personal Estate Plan 13:00 – Appointment of Guardians in Incapacity 15:30 – Navigating the Probate Process 18:45 – Public Access to Probate Records 21:10 – Final Thoughts on Estate Planning About the Show: *One Happy Lawyer: The Estate Planning Podcast* provides expert insights into estate planning and elder law. Join Attorney Dan Krause as he simplifies complex legal concepts, offering guidance and solutions for individuals and families to secure their futures through proper planning.

    18 min
  • 3 Episodes

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*One Happy Lawyer: The Estate Planning Podcast* provides expert insights into estate planning and elder law. Join Attorney Dan Krause as he simplifies complex legal concepts, offering guidance and solutions for individuals and families to secure their futures through proper planning.

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