Video Library

Episode 51: Myth Busting the Recent IRS Revenue Ruling on IDGTs: What You Need to Know

Episode 51:  Myth Busting the Recent IRS Revenue Ruling on IDGTs: What You Need to Know  A recent revenue ruling by the IRS has caused some confusion. The ruling applies to intentionally defective grantor trusts or IDGTs. Bellomo & Associates does not use IDGTs. Instead, the firm uses irrevocable grantor trusts or pure grantor trusts. The IRS ruling does NOT apply to these types of trusts.  We are committed to using strategies that are based on trusted and legitimate tax and legal principles and were pleased to help you understand the complexities of estate planning so that you can make informed choices based on your unique circumstances. Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/myth-busting-the-recent-irs-revenue-ruling-on-idgts/id1634278675?i=1000621718991 YouTube: https://youtu.be/fHX3IouFtME Spotify: https://open.spotify.com/episode/5qVqSPQkf0qYwp5UbQRtHx?si=aFxOP2MXQVe8FpxRzIb8_w

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What is a Preferred Network Pharmacy?

Many Medicare Advantage and Medicare Part D prescription drug plans have a Preferred Network Pharmacy. Filling your prescription at a Preferred Pharmacy can help you save on the cost of copays, so make sure your pharmacy is in your plan's preferred network when you enroll. Walgreens is a Preferred Pharmacy for many plans! To learn more about Medicare from Walgreens visit Walgreens.com/Medicare

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Episode 50: Navigating the Legal Minefield: The Risks of DIY Estate Planning

Episode 50:  Navigating the Legal Minefield: The Risks of DIY Estate PlanningAre you aware of the significant risks in using do-it-yourself legal kits and non-attorneys or non-specialist attorneys for estate planning? Each state has its own rules for preparing wills, powers of attorney, advanced health care directives, etc. Standard forms sold nationwide simply cannot meet all the different requirements of different statesand that can have devastating consequences for your health care and financial interests.But DIY kits are only part of the problem. There are many reasons why it is best to invest in a certified elder law attorney specializing in estate planning so that you can avoid costly mistakes and protect your family's future.Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/navigating-the-legal-minefield-the-risks-of/id1634278675?i=1000620981594 YouTube: https://youtu.be/GhyHOE2e0mw Spotify: https://open.spotify.com/episode/1B9NGfWg8sTZjIz9JumFPB?si=wtQdBeyyRcOQW4JJDuunjA

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Episode 49: Adulting 101: Essential Advice for 18-Year-Olds and Their Families

Congratulations! You just turned 18. You are an adult now, well, legally speaking. Your parents can no longer gain access to your financial information or make medical decisions for you. But before you celebrate your newfound independence, here is something to consider. What if you need help?When you turn 18, its important that you authorize someonemost likely your parentsto stand in for you and make decisions on your behalf if you are unable to do so for yourself. The smart thing is to get a financial power of attorney and a health care power of attorney with an advanced health care directive.Taking this step will ensure that your parents (or other trusted individuals) will be able to help with important matters if needed, while still respecting your wishes and autonomy as an adult.Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/empowered-at-18-balancing-autonomy-and-support-in/id1634278675?i=1000619477482 YouTube: https://youtu.be/g295pwMxiRE Spotify: https://open.spotify.com/episode/17gWQRKRJNBk7HwncPpg3s?si=XXjTVT4iTLmxb5tsPAIiIg

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Episode 48. Dave Miller of Miller Insurance Group

Episode 48. Dave Miller of Miller Insurance GroupDave Miller of the Miller Insurance Group (MIG) offers expert guidance and a sincere commitment to helping people navigate the complexities of Medicare insurance services. In addition to prioritizing his clients with personalized service and support, Dave makes sure that they understand their plan and its ability to meet their needs. As a U.S. Army veteran, Dave also is dedicated to extending the companys impact by employing disabled veterans and supporting charitable organizations, including Global Aid Network and MS FitEffect. https://www.mig4u.net/https://www.facebook.com/profile.php?id=100063485681382Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/dave-miller-of-miller-insurance-group/id1634278675?i=1000618708298 YouTube: https://youtu.be/hEH7w3FDVAY Spotify: https://open.spotify.com/episode/1DiUgrHcF25b5Ut91McY4J?si=ee5pYAkcRkGE_xv4MaoG_A

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Unpacking Long Term Care Insurance Policies and Claims

In this episode of "Senior Care Confidential," the hosts discuss challenges and solutions in healthcare and senior care. The focus is on long-term care insurance policies, with guest Eric vanGoetham from Amada Senior Care providing insights. The discussion covers various topics, including who pays for caregiver services, common questions from clients about long-term care insurance, elimination periods, types of policies (reimbursement vs. indemnity), and the restoration of benefits. They emphasize the importance of understanding policy details before needing to use them and mention the complexity and changes in policies over time. Eric vanGoetham offers assistance in reviewing long-term care insurance policies for free and encourages proactive understanding of these policies.

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Veterans Assistance Challenges and Opportunities

In this podcast episode of "Senior Care Confidential," the host discusses challenges and opportunities in healthcare and senior care. The focus is on Veterans Administration (VA) benefits, particularly the Aid and Attendance pension and the Community Care Network (CCN) benefits.The host, Bryan, is joined by Eric vanGoethem from Amada Senior Care to shed light on VA benefits. The Aid and Attendance pension is a valuable benefit for wartime-era veterans and their surviving spouses. However, only 25% of those who qualify apply for it due to complex application processes and lack of awareness.Eric introduces the CCN benefits, which include home health aide, homemaker, and respite benefits. Unlike the Aid and Attendance pension, the CCN benefits involve a simpler application process, starting with VA healthcare approval, seeing a VA primary care physician, and having a case manager determine the hours needed for care. The VA pays approved agencies directly for the caregiving services.Eric emphasizes the need for awareness and encourages veterans and their families to explore these benefits. He mentions initiatives like Community Veteran Engagement Boards (CVEBs) and Veteran Community Partnerships (VCPs) designed to connect community organizations with the VA. Listeners are urged to reach out to Eric for more information and access to resources, including a comparison document detailing CCN benefits versus Aid and Attendance pension. The podcast aims to educate seniors, veterans, and their families about available support services.

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Funda Eisen | Associate Interview | HarborChase of Southlake

Funda Eisen, a dedicated caregiver with a heartwarming story that drew her into the world of elderly care shares her experience working at HarborChase of Southlake. As we delved into her journey, Funda shared her profound connection to the elderly, ignited by her experience caring for her mother-in-law who battled Alzheimer's and Parkinson's for two and a half years.Funda's journey at HarborChase of Southlake is not just a job; it's a calling. Almost five years into her tenure, she radiates passion and commitment to the community's core values: race, respect, attentiveness, integrity, and excellence. In our conversation, Funda paints a vivid picture of HarborChase of Southlake as more than just a care facility; it's a family where directors, residents, and their families unite as one.She emphasized the unique atmosphere, where the resident-caregiver relationship goes beyond the norm. It's a familial bond that turns daily routines into meaningful connections. Funda expresses her admiration for the diverse stories shared by the residents, from family anecdotes to professional experiences and cherished trips. It's these narratives that fuel her inspiration and make every day at HarborChase of Southlake an enriching experience.At the heart of HarborChases philosophy is the celebration of individuality. Funda highlights the importance of treating each resident as a unique individual, a policy that creates an environment where residents feel valued, secure, and truly at home. It's this personalized approach that sets this community apart, turning it into a haven of support and understanding.In Funda's words, what she cherishes most about her role is the collaborative spirit that defines HarborChase of Southlake. It's not just a team; it's a family working together with love for the residents and a genuine passion for what they do. Funda believes, this shared commitment creates an environment where residents not only receive exceptional care but also thrive within the embrace of a compassionate and understanding community. Her story serves as a testament to the transformative power of genuine care and the profound impact that a united community can have on the lives of those it serves.Located near beautiful Fort Worth, HarborChase of Southlake offers a warm and inviting community in the heart of Texas. Our Southlake community delivers all the convenience and opportunity of a big city with the personalized, welcoming touch of small-town living. With first-class amenities and unmatched hospitality, our community provides the best in luxury assisted living in North Dallas. Enjoy our state-of-the art fitness center, exquisite fine dining experiences, engaging social events, and much more.

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