The Plain English Legal Podcast

Gen X Conversations Part 5: Control, Medicaid, and Protecting the Next Generation

Have you seen a family fall apart over money after someone passes away?

That’s exactly what this conversation is about. Four Gen X classmates reunite at a beach house to talk about what really happens when aging parents, inheritance, and family emotions collide. They learned the hard way that avoiding probate with a revocable living trust can save not just money but relationships.

PART 1: The Sandwich Generation

PART 2: The Weight of “Stuff” and the Cost of Waiting

PART 3: Why Avoiding Probate Matters More Than You Think 

PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”

PART 5: Control, Medicaid, and Protecting the Next Generation

PART 6: Final Wishes and Lessons Learned

Gen X Conversations: Wrapping Up the Series

#genx #agingparents #estateplanning #probate #generationalwealth 

FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com

www.FreeTrustCourse.com

www.FreeMedicaidCourse.com

Check out the YouTube video version here. 

Gen X Conversations Part 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”

What we’re unpacking in this episode...

We talk candidly about aging parents, nursing home costs, estate planning, and how to avoid the chaos that comes when there’s no plan in place.

👉 If you’re part of the “sandwich generation,” this episode will hit home.
👉 If you’ve been putting off planning, this is your sign to start.

PART 1: The Sandwich Generation

PART 2: The Weight of “Stuff” and the Cost of Waiting

PART 3: Why Avoiding Probate Matters More Than You Think 

PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”

PART 5: Control, Medicaid, and Protecting the Next Generation

PART 6: Final Wishes and Lessons Learned

Gen X Conversations: Wrapping Up the Series

#genx #agingparents #estateplanning #nursinghome #medicaid

FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com

www.FreeTrustCourse.com

www.FreeMedicaidCourse.com

Check out the YouTube video version here. 

 

Gen X Conversations Part 3: Why Avoiding Probate Matters More Than You Think

Ever seen a family fall apart over an inheritance? It happens more often than you think and probate court usually makes it worse.

Four classmates reunite decades later to share what really happens when aging parents, money, and family expectations collide. From nursing home care to contested wills, they’ve seen it all and they explain why avoiding probate with a revocable living trust can save families time, money, and heartache.

Watch the full conversation now and don’t forget to subscribe for more real stories and practical tips on protecting your legacy.

PART 1: The Sandwich Generation

PART 2: The Weight of “Stuff” and the Cost of Waiting

PART 3: Why Avoiding Probate Matters More Than You Think 

PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”

PART 5: Control, Medicaid, and Protecting the Next Generation

PART 6: Final Wishes and Lessons Learned

Gen X Conversations: Wrapping Up the Series

#genx #agingparents #estateplanning #caregiverlife #generationalwealth 

FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com

www.FreeTrustCourse.com

www.FreeMedicaidCourse.com

Check out the YouTube video version here. 

 

Gen X Conversations Part 2: The Weight of “Stuff” and the Cost of Waiting

Have you ever looked around your parents’ house and thought… who’s going to deal with all this stuff one day? That’s the reality many of us in Gen X are facing, caught between raising our own kids, supporting aging parents, and trying to prepare for our own future at the same time.

If this resonates with you, join the conversation, share your experiences in the comments, and let’s figure out how to make these tough transitions just a little easier.

PART 1: The Sandwich Generation

PART 2: The Weight of “Stuff” and the Cost of Waiting

PART 3: Why Avoiding Probate Matters More Than You Think 

PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”

PART 5: Control, Medicaid, and Protecting the Next Generation

PART 6: Final Wishes and Lessons Learned

Gen X Conversations: Wrapping Up the Series

#genx #agingparents #estateplanning #caregiverlife #generationalwealth 

FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com

www.FreeTrustCourse.com

www.FreeMedicaidCourse.com

Check out the YouTube video version here. 

Gen X Conversations Part 1: The Sandwich Generation

Four Gen X classmates, now a nurse, banker, zoning official, and attorney gather in a beach house to talk about the realities we often put off: caring for aging parents, planning for nursing homes, estate planning, and leaving a legacy.

Honest, heartfelt, and sometimes surprising, this conversation is a reminder that planning ahead is one of the greatest gifts we can give our loved ones.

PART 1: The Sandwich Generation

PART 2: The Weight of “Stuff” and the Cost of Waiting

PART 3: Why Avoiding Probate Matters More Than You Think 

PART 4: Nursing Homes, Medicaid, and the Illusion of “We’ll Be Fine”

PART 5: Control, Medicaid, and Protecting the Next Generation

PART 6: Final Wishes and Lessons Learned

Gen X Conversations: Wrapping Up the Series

#genx #agingparents #estateplanning #caregiverlife #generationalwealth 

FREE E-BOOK:

FREE RESOURCES AVAILABLE:
www.EstatePlanningEbook.com

www.FreeTrustCourse.com

www.FreeMedicaidCourse.com

Check out the YouTube video version here. 

5 Rookie Trust MYTHS

🚨 The biggest lies you’ve heard about trusts… EXPOSED!

Most people set up a trust thinking it’s the ultimate fix for everything, lawsuits, taxes, Medicaid, you name it. The truth? Believing these myths could wreck your entire estate plan.

In this podcast episode, I will reveal Top 5 Rookie Beliefs About Trusts that attorneys hear all the time… and why they’re flat-out wrong. If you want your plan to actually work the way you think it does, you need to understand this.

Learn more about Domestic Asset Protection Trust https://youtube.com/live/8LiEKf6i_qc?feature=share

FREE E-BOOK:
www.EstatePlanningEBook.com

Check out the YouTube video version here. 

End-of-Life Planning?

Most people make one common mistake: they load their Will with every little detail about their funeral, memorial, or burial. That usually backfires creating stress and confusion instead of peace of mind.

If you want your loved ones to have clarity, NOT chaos, this is a must-watch.

FREE E-BOOK:
www.EstatePlanningEBook.com

Check out the YouTube video version here. 

Special Needs Planning Pitfalls to Avoid Part 3 of 3

Before you make any big decisions, watch this.

These programs are complicated, full of fine print, and often misunderstood. But if you’re caring for a loved one with special needs or thinking ahead about long-term care, knowing the truth could save your family from painful (and costly) mistakes.

This is the kind of information I usually share one-on-one with clients  and it could make a big difference for your family’s future.

We’re already on Part 3! If you missed the beginning, catch up with Parts 1 & 2 here:

PART 1: hhttps://plainenglishattorney.podbean.com/e/special-needs-planning-pitfalls-to-avoid-part-1-of-3/

PART 2: https://plainenglishattorney.podbean.com/e/special-needs-planning-pitfalls-to-avoid-part-2-of-3/

 

Grab your free starter guide at www.EstatePlanningEbook.com

Check out the YouTube video version here. 

Anatomy of a Destroyed Estate Plan

How do you destroy your own well-crafted, strategically created, solid estate plan in one move? In this video, I cover how one of our most airtight estate plans drafted specifically to benefit a grandson with special needs ended up being placed in jeopardy… because the clients decided to perform their own DIY surgery on their documents.

Professionals Don't Care About Your Wishes After You're Gone

Professionals don’t care about your wishes after you’re gone, especially financial advisors, but there are some solid reasons for this. If you planned for your estate and left it outright to your children, then your children get to do what they want… even co-mingling it with their spouse. At this point, it doesn’t matter what you might have said you wanted or even what you told the professional you wanted, because they have an obligation to look out for their client. On the other hand, if the legacy you left is held in trust, then the financial professionals have an obligation to follow the terms of the trust. This could mean it is not possible to co-mingle these funds with your child’s spouse, and it sets up the next generation (grandchildren) to receive the trust funds… not your child’s spouse. Check out the full FREE webinar at www.inlawplanningwebinar.com.