estate planning

Most people don’t think about estate or Medicaid planning until they need it. At that point, they are easily overwhelmed with confusion, noise, and wrong information. As an attorney, it’s your job to tell people what you do and how you can help them. You can’t help people if they don’t know what you do. One of the biggest misconceptions is that estate planning is just for rich people, and Medicaid planning is for the poor.

Laurie Josey shares the traumatic experience she and her siblings endured when they were forced to navigate the unfamiliar territory of Medicaid and to find care for a parent with Alzheimer’s.

Laurie didn’t know how significant her mother’s Alzheimer’s was until all hell broke loose. Last December, she got a phone call that her stepdad had gone into the hospital for some heart issues. Within the first two hours of arriving home, Laurie realized that her mom couldn’t function without him. Who was going to care for their mother? Where could they turn to get good advice to make decisions that would be in the best interest of their mother?

Listen Now!



What You Will Learn in this Episode:

  • Why you have to get parents to share their financial information with their children
  • How it feels to do estate planning for yourself compared to planning for a parent
  • Why attorneys need to be more visible on the internet
  • When parents should have conversations with their children about finances and planning
  • How to speak to potential clients to make a difference

THE fix my boss workBOOK



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