Probate: When It’s Necessary & Ways to Avoid It
January 27, 2021
Hosted by Nancy Oriola, LCSW, CMC, NMG, CFP
The death of a loved one requires the distribution of that person’s property, cash, retirement/investment accounts and real estate. In many instances having a personal representative, or executor, of the estate is necessary and working within the probate court is required. In some States, this can be an expensive and complex process, while in others relatively simple. My guest, Probate Judge Cristy Carbon-Gaul, will talk with us about those instances in which a probate is necessary and discuss ways to avoid it. She will also address such questions as; What if there is no will? What if the proposed executor is not appropriate? Why does it sometimes take so long? What does it mean when there is a pour-over will? How do you handle the personal property?....to name a few. A great show for those considering how they want their own estate handled and/or those named in an older loved ones estate planning documents.
Aging Life Network
Wednesday at 10 AM Pacific Time on VoiceAmerica Health and Wellness Channel
When families or friends are concerned about or trying to assist an aging loved one, they enter a world with a language of its own. Navigating the healthcare, legal, financial, medical and day-to-day care needs of a senior needing assistance is a significant task. Understanding that world and its language reduces stress and ensures that those we love live their best life, regardless of the current circumstance. We share the most accurate and up to date information available for those caring for loved ones. We talk with experts in the various disciplines related to aging such as doctors, lawyers, financial advisors, neuropsychologists, dementia behavior experts, home care and facility owners/managers, and Aging Life professionals. I also talk with authors of books about the experience of aging and caregiving, as well as those developing new technologies and experts in assisting families with the conflict that often arises under the stress of caring.
Nancy Oriola, LCSW, CMC, NMG, CFP
I am a boomer in a sibling group of five who recently lost her second parent after a difficult illness at age 85. For more than 30 years I have advised others about the topics we will be addressing. I began my professional life as a Certified Financial Planner (1988) and worked for ten years as a financial advisor, focusing in the area of retirement. Following that I obtained a Master’s degree in Social Work and completed the work necessary to become a Licensed Clinical Social Worker. After working in a not-for-profit setting for a few years, in 2001 I started my own private elder care management and fiduciary company; managing both health care and finances for seniors.
I have worked with seniors and their families under court appointed guardianships and conservatorships, powers of attorney for both health and finances, as well as conducting assessments and consultations with families. I continue to develop and offer services to older adults, disabled adults and families through my fiduciary company called Decades, a health care management company called Aging Life, LLC and my most recent venture, Aging Life Network, Inc.
My goal with Aging Life Network is to offer the information described above and more importantly, to provide affordable access to live Aging Life Professionals, who through HIPAA compliant video conferencing and phone calls will speak with individuals and families about their unique situation, providing practical guidance and advice.