Commonly, aging individuals have misconceptions around whether they are “allowed” to give money or personal belongings to their loved ones before they die. This episode is a helpful tool in guiding you to making these decisions, by weighing-out the pros and cons of giving what would be someone’s inheritance to them BEFORE you die.
Answers on Aging
Episode 48: Can I Give Money to my Loved ones Now, or Should I wait? The Advantages and Disadvantages of leaving your inheritance to family pre-or-post death
By Todd Whatley & Sara Scott
Todd Whatley & Sara Scott
Todd Whatley is a Certified Elder Law Attorney with 20+ years of experience and is past President of the National Elder Law Foundations the governing organization over all Certified Elder Law Attorneys nationally. He has worked with thousands of families helping them plan for the future and get the care they need without losing everything they have to pay for care. Sara Scott is a licensed Nursing Home Administrator and consultant to attorneys regarding nursing home issues and works with families to find the best level of care for their needs. She has worked with countless seniors and their families since 2008 in various capacities and has a sincere motivation for helping those individuals achieve the best quality of life possible. Answers on Aging Podcast is the life work of Todd Whatley and Sara Scott. Todd is a Certified Elder Law Attorney with 20+ years of experience of working with seniors and their families and Sara is a licensed Nursing Home Administrator and consultant with over 10 years of experience. They tackle all of the hard subjects with clarity and compassion to help you and your family tackle these years with peace of mind and knowledge.