“Estate planning is something everyone can benefit from, but there are some red flag events in our lives that make it really important. And most people don’t know that minors can not inherit, so unless you want the courts making decisions for them, you’ll want to consider creating a plan.“Jeff Althaus, Althaus Law
Thanks to our guest, Jeff Althaus of Althaus Law for making this dry subject fun and super insightful on today’s Facebook Live Episode! And for sharing incredibly valuable information with family members wondering how to protect their assets, and how to talk with an older parent about Power of Attorney, wills, trusts and more. He event wrote an easy-to-understand book called You Only Die Once.
In this episode you will learn:
- How to avoid probate (and what probate is!)
- Why you (and the older adults in your life) need a power of attorney
- How to leave money to grandchildren (or any minor)
We also discover that Jeff swims with sharks. 🦈 Why? Probably because he loves things like Tax Accounting and needs some actual excitement in his life! 🤣 (And his entrepreneur wife is someone he considers a maverick in his life.)
We’re all about challenging the status quo here at Maverick’s Headquarters! Welcome to the Challenging The Way We Age podcast by the Mavericks of Senior Living. We are two innovators and entrepreneurs who have huge hearts and passion for our older adults. And we see all kinds of opportunities to improve today’s system and create hope for the way we age. We tackle hard topics with the goal of creating conversation and generating curiosity and ingenuity to solve these problems.
Want to join the Maverick Movement? Have a story on how you or your team are fostering ingenuity. Share it with us and check out our other episodes to light your innovation fire. Don’t forget to subscribe for more great interviews.
Mavericks of Senior Living is sponsored by Serenity App, Inc. and Assured Assisted Living. This episode was produced by Katherine Wells and Francis LeGasse. You can subscribe to Mavericks for Senior Living on Apple Podcasts, Google Play or Stitcher. You can also find us on Twitter, Facebook, or via email at challenges@mavericksofseniorliving.
Here’s where you can learn more about the people and ideas in this episode: