Estate & Long-term Care Planning to Alleviate Life’s Unknowns
September 23, 2024
Hosted by Ron Roel
[Download MP3] [itunes] [Bookmark Episode]
Guest Information
Episode Description
As we prepare for the second half of life, many of us think about estate planning, our long-term care needs and our legacy. Lots of questions arise about the things we know—and the things we THINK we know—but realize we don’t. In today’s episode, I talk with Aaron Futterman, an experienced elder law attorney and tax expert who helped many individuals and families plan for their future while alleviating the fears, anxieties, and concerns that we often experience when facing the unknown or inevitable. Aaron will give us an overview of advance directives, the latest in long-term care planning and how to navigate health care coverage between Medicare and Medicaid. He’ll also explain the many complexities and options in estate planning, including probate issues, estate litigation, what families can accomplish with trusts, and new provisions for transfer of death deeds. And in an age of rampant fraud—especially victimizing seniors—he’ll offer insights into how estate planning can reduce the risk of scams.
45 Forward
Monday at 12 Noon Pacific Time on VoiceAmerica Variety Channel
Thanks to advances in medicine and health, most of us are just at half-life when we reach our mid-40s, with many potentially productive years ahead. But there’s no road map to prepare us for this period. That’s where 45 Forward comes in.
My show provides you with strategies to shift the traditional waiting-for-retirement model to a journey of compelling life chapters. Each show tackles an aspect of health, finance, family and friends, housing, work and personal pursuits as part of an integrated plan. Experts discuss topics like revitalizing relationships, creating mini-retirements, managing the maze of technology, finding your next homestead and caring for aging parents.
The show instills confidence, and hopefully some comfort, amid the stresses permeating today’s society. Fear of the future is not knowing how to prepare for it. 45 Forward does not proffer prefabricated answers, but helps you shape your life amid the daily anxieties of our time.
Ron Roel
I’m a veteran journalist who spent a wide-ranging career covering business, politics and social issues, the last two decades focusing on the blend of diverse life skills I call successful aging.
I have written extensively on aging topics, spoken at conferences, radio and TV shows, and launched several entrepreneurial ventures, discovering along the way that the path to aging well also requires an unexpected entrepreneurial vision. I spent 20 years as a writer and editor at Long Island’s daily newspaper, Newsday, helping to found Act 2, a weekly section for 50-plus readers. I created Roelresources.com, a website offering practical advice and inspirational essays for people ages 40 and above. I have been a volunteer and consultant to AARP Long Island, writing articles, advocating for seniors, and developing action plans for the AARP Age-Friendly Communities initiative.
I am active in programs and organizations that support seniors, such as the National Aging In Place Council and the Senior Umbrella Network. I have developed a special expertise in family caregiving, as one of four brothers who took care of their mother for almost 25 years. I regularly collaborate with many professionals who provide services and support for older Americans, and I am completing a book for caregivers on Long Island, “The Caregiving Navigator/How to Plan, What to do, and Where to Turn When Caring for you Aging Loved Ones. And Yourself,” scheduled for publication in early 2021.