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by Steinbacher, Goodall & Yurchak
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- May 15, 20258 min
Unpacked with Kristin & Quentin
Introducing Unpacked – a webinar series diving deep into the world of elder care! From navigating complex decisions to understanding the essentials, we've got you covered with expert insights and real-world advice. Our second episode is also hosted by our very own long-term care planner and Certified Dementia Practitioner, Kristin Daugherty and this time, she speaks with Quentin Burchfield, director of the Centre County Office of Aging. Links: SGY Website https://www.paeldercounsel.com...
- Apr 18, 20257 min
Unpacked with Kristin & Wade
Introducing Unpacked – a webinar series diving deep into the world of elder care! From navigating complex decisions to understanding the essentials, we've got you covered with expert insights and real-world advice. Our first episode is hosted by our very own long-term care planner and Certified Dementia Practitioner, Kristin Daugherty and she speaks with Wade Curry, Sr. VP & director of wealth management for Kish Bank. Links: SGY Website https://www.paeldercounsel.com/ SGY Email info@pa...
- Feb 20, 20251h 20m
Estate Planning Across State Lines (via the Federal Employee Financial Planning Podcast)
What happens to your estate planning documents when you move between states? In this episode, originally produced by Mason & Associates, LLC, for their Federal Employee Financial Planning Podcast, Attorney Megan Ingram and Julie Steinbacher share advice on the legal implications of relocating and how it affects your estate plan. You'll learn about the importance of keeping your documents updated, especially after major life changes or moves, and how laws like the Uniform Trust Act help es...
- Aug 15, 202444 min
Corporate Transparency Act: What Business Owners Need to Know Today to Ensure Compliance Tomorrow
The Corporate Transparency Act (CTA) took effect on January 1, 2024. This new reporting requirement requires millions of small businesses to file a Beneficial Ownership Information (BOI) Report with the U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN). The main purpose behind the CTA is to halt money laundering and tax evasion. Entities that fall under the CTA’s mandatory reporting criteria include: LLCs, Limited partnerships, Corporations and S-Corporations....
- Jun 27, 202450 min
I Love You...BUT Will: Is Your Sweetheart Secure?
In this episode, a recording of a seminar originally presented live in February 2024, Attorney Pat Santucci and long-term care planner Tammy Zilske help you discover the importance of pre-planning an estate before a catastrophic healthcare crisis happens. This will help you safeguard your loved ones from potential consequences and hardship in the future. Pat and Tammy discuss basic estate planning documents such as wills and powers of attorney, inheritance taxes, trusts and how they can be ...
- May 10, 20241h 11m
An Hour (or more) on Trusts With The Co-Author of the Pennsylvania Trust Guide
Have a question about trusts? Curious about whether a trust would be a good fit in your estate plan? Then join the co-author of the Pennsylvania Trust Guide to learn more about how to protect more of your wealth and provide a legacy for future generations. That's right, our founder, Attorney Julie Steinbacher, literally wrote the book on trusts in Pennsylvania, and in this hour-plus episode, discusses all aspects of trusts and how they are generally used. If you've ever thought about setting ...
- Apr 15, 202415 min
Dementia Training Excerpt: Staff & Family Support and Neglect Prevention
This episode is a brief excerpt from an eight-hour, day-long training program given by Certified Alzheimer's Disease and Dementia Care Trainers (CADDCT®) for the National Council of Certified Dementia Practitioners (NCCDP). This training is required for people to become Certified Dementia Practitioners (CDP®). In this clip, Attorney Julie Steinbacher, who is a CADDCT and a CDP, discusses the challenges that are present for those professionals and family members that are caregivers to p...
- Apr 5, 20241h 8m
Special Needs Planning & Taxation
This episode is the third and final part of a presentation that was recorded in December 2023 and made to tax and financial professionals. In it, Attorney Landon Hodges goes over special needs planning with a focus on the taxation aspect of it and ways to minimize taxes. In addition to the usual special needs planning that our firm does for clients with special needs and their family members, there is also a tax component that we haven't covered in depth in past recordings. This presentation,...
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About Second Half of Life Podcast
This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Altoona, State College, Wilkes-Barre, Williamsport, Wyalusing and Wysox, Pa. Visit our website at PAElderCounsel.com.
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