Elder law in the United States

With an unpredictable economy and just as surprising life changes, you need to be prepared to weather any storm.

Elder Law and Estate Planning Attorney Kevin Tharp and Financial Advisor Gary Anderson are available to help you with life's difficult decisions.

This is Truth

in Planning.

Is your financial advisor actually on your team? I'm Gary Anderson, Financial Advisors, Anderson Advisors.

And I'm Kevin Tharp, Elder Law and Estate Planning Attorney.

Today I want to ask a question that may feel a little uncomfortable.

Is your financial advisor actually on your team? Not simply someone like you, not someone who calls once in a while.

And worrying about paying for funerals and reading wills are when families really wish they had everything all settled.

Now, my guest, Ed Sphinx, is a Florida attorney specializing in estate planning, elder law, and special needs planning.

The future brings so many uncertainties and planning ahead reduces the number of those uncertainties and the severity of those uncertainties during the most heartbreaking moments.

Ed, thank you for being my guest today.

I really appreciate that opportunity.

And, you know, what we do is exactly what you said.

We do estate planning, elder law, and special needs planning.

What that looks like in reality is estate planning encompasses those things like last will and testament, establishing trust, doing powers of attorney, health care surrogate designations, living wills, and all that pre-planning.

[gentle music] Welcome to Ducks in a Row, the Estate Planning Guide.

Welcome to Ducks in a Row, the Estate Planning Guide, with attorney Erin Nunes, managing partner at Supernant, Benensky and Nunes Estate Planning and Elder Law.

Erin helps Southeastern Massachusetts families plan with confidence, protecting what matters most for the future.

I'm Leanne Lyon, and today we are talking about a common misconception that estate planning is only important for people who are married or raising children, and why planning ahead can be just as important for single adults.

With an unpredictable economy and just as surprising life changes, you need to be prepared to weather any storm.

Elder Law and Estate Planning Attorney Kevin Tharp and Financial Advisor Gary Anderson are available to help you with life's difficult decisions.

This is Truth in Planning.

Keeping up with your stuff.

I'm Kevin Tharp, Elder Law and Estate Planning Attorney.

And I'm Gary Anderson, Financial Advisor, Anderson Advisors.

It is a regular basis, Gary, that we get contacted by email, by phone, drop-ins, and people or the people helping our clients are looking for one thing.

So let's talk about if lawyers are not supposed to keep documents and we don't keep copies of documents, then what are we supposed to do? How do we keep up with our stuff?

I am a licensed attorney in the state of Georgia more than 30 years.

I've been practicing elder law and estate planning and probate and estate and trust administration exclusively for about 15 years now.

but even though i'm an attorney and even though i think about estate planning a lot and even though i research it a lot this podcast is not legal advice legal advice happens when you are sitting with an attorney in a room and you've paid that attorney for their opinion and when you tell them their situation they ask you a bunch more questions because the details matter And that attorney is going to give you an opinion or an assessment and some advice.

And that is legal advice.

WITH AN UNPREDICTABLE ECONOMY AND JUST AS SURPRISING LIFE CHANGES, YOU NEED TO BE PREPARED TO WEATHER ANY STORM.

ELDER LAW AND ESTATE PLANNING ATTORNEY KEVIN THARP AND FINANCIAL ADVISOR GARY ANDERSON ARE AVAILABLE TO HELP YOU WITH LIFE'S DIFFICULT DECISIONS.

THIS IS TRUTH IN PLANNING.

Why generic retirement planning can fail.

I'm Gary Anderson, Anderson Advisors.

And I'm Kevin Tharp, elder law and estate planning attorney.

So who is this generic person?

This generic person is a person who plans generically.

Welcome to Protect What Matters, Estate and Elder Law with Tim Murray.

Welcome to Protect What Matters, Estate and Elder Law with Tim Murray, a Wittemack lawyer in Indiana.

Tim has more than 35 years of experience helping Indiana families with estate planning, probate, and elder law matters.

I'm Evan Mack, and today we're talking about updating an estate plan and when life changes mean your plans should too.

Tim, my man, welcome back.

All

right.

That's it for today's episode of Protect What Matters, a state and elder law with my man, Tim Murray, a Winamac lawyer in Indiana.

Welcome to Ducks in a Row, the Estate Planning Guide.

Welcome to Ducks in a Row, the Estate Planning Guide, with attorney Erin Nunes, managing partner at Supernet, Beneski, and Nunes Estate Planning and Elder Law.

Erin helps Southwestern Massachusetts families plan ahead with confidence, protecting what matters most for the future.

I'm Leanne Lyon, and today we are talking about a role that many people name in their estate plan without fully understanding just how much responsibility can come with it, and what families should know before choosing an executor.

With an unpredictable economy and just as surprising life changes, you need to be prepared to weather any storm.

Elder Law and Estate Planning Attorney Kevin Tharp and Financial Advisor Gary Anderson are available to help you with life's difficult decisions.

This is Truth in Planning.

The things that apply to everyone.

I'm Kevin Tharp, Elder Law and Estate Planning Attorney.

And I'm Gary Anderson, Financial Advisor, Anderson Advisors.

Gary, there are things that happen to us in our life that I like to refer to as the universal things.

You're listening to Truth in Planning.