Episode 64: Don’t Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate Planning

We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in estate planning and elder law helps you make the best decisions for you and your family. Lately, we've received many inquiries about trusts, so we will dedicate two episodes to a deep dive into asset protection trusts. If you're a regular listener, you have the foundational knowledge to follow along with this in-depth discussion. However, if you're new to our podcast, we recommend starting with our earlier episodes on trusts and other introductory topics. And, if you're in Pennsylvania, we'd love for you to join us at one of our free educational workshops. Check out our website or give us a call to learn more. Apple: https://podcasts.apple.com/us/podcast/protecting-your-assets-a-detailed-look-at-trusts-q-a-part-1/id1634278675?i=1000668657670 YouTube: https://youtu.be/FTYG8i7TnZQ Spotify: https://open.spotify.com/episode/0kMp3C2Kr67KwwVPHx5RX3?si=nXonppXLSomg4g-NNS41eQ

Fran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimers Association. The organization serves western, central, and northeastern Pennsylvania, helping people with Alzheimer's disease and all other dementias. Frans fundraising efforts provide support groups and educational resources while advancing crucial research and public policy initiatives. The Walk to End Alzheimer's is the world's largest event to raise awareness and funds for Alzheimer's care. Visit the chapters website to sign up as an individual walker or part of a team. You will also find other virtual and in-person events, helpful caregiver resources, and different ways to donate at https://www.alz.org/pa Helpline: (800) 272-3900  Apple: https://podcasts.apple.com/us/podcast/supporting-caregivers-and-people-with-dementia/id1634278675?i=1000664690734 YouTube: https://youtu.be/Q48DJzJyZko Spotify: https://open.spotify.com/episode/5nWjioebZtSRYgeWcx5B6W?si=L3DP2BitR0SJMiBgKo3z3Q

Joshua Hummer found that he was passionate about helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue among his clients. While his work fulfilled their needs for wills and trusts, it did not address their deeper concerns about family relationships and values. Recognizing this, Josh developed ways to use estate planning to help his clients strengthen their relationships and add extra meaning to their legacies.Joshs firm, Relational Estate Planning and Elder Law, is an innovative legal practice with two locations in Northern Virginia. He has co-authored a book and gives popular presentations on relational estate planning and other topics. You can learn more online or call Josh at the office numbers below:  Relational Estate & Elder Law https://relational.law/ Winchester, VA: (540) 931-7078 Ashburn, VA: (571) 498-9009  Apple: https://podcasts.apple.com/us/podcast/more-than-money-josh-hummers-innovative-approach-to/id1634278675?i=1000663284778 YouTube: https://youtu.be/8IM0hHAo0j0 Spotify: https://open.spotify.com/episode/1EQ3oK3EOS8ARdFwAnFWG3?si=LPkHqVuVRgewMwnr9bdV4w