Episodes

  • Long-Term Care Trends after Covid-19

    Long-Term Care Trends after Covid-19
    Jun 15 2020
    Julian discusses changes trending in the long-term care industry as people are more concerned about living in nursing homes following COVID-19.
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    10 mins
  • Understanding Medicare - What are your choices at age 65?

    Understanding Medicare - What are your choices at age 65?
    Jun 9 2020
    Julian interviews Medicare guru Bill McKendree about how to make the right choices when enrolling in Medicare.
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    38 mins
  • Naming Beneficiaries

    Naming Beneficiaries
    Jun 1 2020
    Designating a beneficiary on your investments or IRA is more than just a name. Learn about different scenarios that might cause you to think twice about who is named as beneficiary of your financial assets.
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    10 mins
  • How do I choose a Trustee?

    How do I choose a Trustee?
    May 25 2020
    When designing an estate plan that involves a Trust, it is very important to understand the options for selecting a trustee. We examine the differences between individual and corporate trustees and the advantages/disadvantages of both.
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    14 mins
  • Can I ever get out of the nursing home?

    Can I ever get out of the nursing home?
    May 18 2020
    Julian exposes the little known secrets to getting a loved one out of a nursing home and back home while still maintaining eligibility for Medicaid coverage to pay for the home care.
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    11 mins
  • What can we learn from Kobe Bryant’s death about estate planning?

    What can we learn from Kobe Bryant’s death about estate planning?
    May 12 2020
    Julian sits down with Certified Elder Law Attorney Rob Schweitzer and discusses Rob’s recent article on how Kobe Bryant’s estate planning issues can translate to the need of non-celebrity clients and their families
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    18 mins
  • Can I still do anything to protect my house after I’m already in a nursing home?

    Can I still do anything to protect my house after I’m already in a nursing home?
    May 4 2020
    Julian Gray discusses the importance of planning even after “the 11th hour” to protect a home from being claimed by the State for Medicaid repayment.
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    10 mins
  • The Special Olympics of Pennsylvania: A competition with rewards beyond a medal

    The Special Olympics of Pennsylvania: A competition with rewards beyond a medal
    Apr 27 2020
    In this episode, Julian interviews C. Shannon Barry, who is a Board member of SOPA and co-creator of the annual Un-cathlon event, a unique sporting event which allows supporters to compete in Olympic style events along side people with disabilities to create a special experience for all.
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    16 mins