Category: Elder Law

Make It Last – Ep 145 – Mapping Out Your Road to Retirement

Listen Here! This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement. Potholes in retirement- what are the things you can't see coming/can't avoid and how do you plan around them? Utilizing the right navigation system- how an experienced attorney acts like a personal GPS.[...]

Make It Last – Ep 144 – The Importance of Planning Ahead

Listen Here! This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it's important that you establish a plan before taxes (potentially) go up[...]

Make It Last – Ep 141 – The Go-Go, Slow-Go, & No-Go Years

Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go[...]

Make It Last – Ep 125 – Get To Know Medina Law Group & Palante Wealth Advisors

This week, Victor gets personal as he shares about his companies: Medina Law Group & Palante Wealth Advisors. Learn all about the office, the team members, and the process itself that gets you ready for retirement. Vicotr is a Certified Elder Law Attorney (CELA®), as well as a CERTIFIED FINANCIAL PLANNER™ so his companies work[...]

Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their[...]

Judge Jennifer S. Callaghan Considering New Wills for Aretha Franklin Estate

The judge, Jennifer S. Callaghan, will consider the new wills for the Aretha Franklin Estate at a hearing scheduled for June 17. Click here to read more.  [...]

Why You Should Update Your Will

Here are some important reasons to update your will and overall estate plan. Click here to read more.  [...]

Tips for Choosing an Elderly Caregiver

Determining that your family member is in need of additional assistance in the form of a caregiver can be extremely overwhelming, particularly if you have the desire to assist your loved one but do not have the means or the time to dedicate to this effort. More than 41 million Americans have chronic health conditions[...]

Is Missouri Law a Model for Others?

Six months ago, Missouri passed a new law designed to protect seniors from financial exploitation. Now, experts in the state have begun to analyze the results and say that while it has not led to any arrests, it has had an impact. Financial Advisor Magazine quoted Jason Kander, Missouri’s Secretary of state, who said,  “Financial[...]

One Upside of Aging: No More Cancer Screenings!

Did you know that many elderly Americans might not need cancer screenings? As it turns out, that’s something many of them don’t know either. The Orlando Sentinel is calling seniors’ attention to that fact, offering it as a sort of silver lining for those who are concerned about the mounting health challenges of old age.[...]

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