Smart Planning 101

I get quizzed by Bert Martinez … can I handle the pressure ;)? The tables are turned – I get interviewed by popular blog and radio show host Bert Martinez of Money for Lunch. Bert asks me some great questions (and I hope gets some great answers!). Here’s what’s in this episode: We discuss why people don’t like to discuss death and health care crisis issues, and yet why we have to (financial and personal disaster, most importantly!) Bert asks me what the difference is between elder law and estate planning He asks me about the value of a will We discuss the “right age” to start talking about these things He asks me why planning for long term care is important We discuss the cost of long term care and the repercussions of failing to plan for it (I think he was surprised) Bert realizes his own estate plan is completely out-of-date! Bert is about to release his new book, Created to Succeed.  Check it out!