Life, Legacy & Wealth - Navigating key decisions for you and your family

By Cary Moss

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Category: Self-Improvement

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Episodes: 17

Description

Welcome to **Life, Legacy & Wealth**, the podcast that demystifies estate planning, elder law, and probate to empower you with knowledge to secure your family's future. Whether you are creating your estate plan, navigating the complexities of Medicaid, or settling the affairs of a loved one that passed away, we're here to guide you every step of the way. 

 In each episode, we tackle the questions our clients ask most, like: "What estate planning documents do I need?" "What happens if my loved one died without a will?" and "What can I do if I make too much income for Medicaid but I can't afford a nursing home?" 

We'll also share stories of difficult situations and viable solutions that can have a positive impact on you and your family. Whether you're facing probate, trust administration, long term care issues, or simply want to plan for the unexpected, this podcast is your trusted resource. 

 Let's protect your legacy, together.

Episode Date
016: Supplemental Needs Trusts: How to Protect Your Child's Benefits in Florida
Jun 02, 2026
015: Don't Wait Until an Emergency: Planning for 18-Year-Olds
May 19, 2026
014: How to Avoid Probate in Florida: Three Strategies That Actually Work
May 05, 2026
013: Medicaid's 5-Year Lookback Rule Explained: What Florida Families Need to Know About Medicaid Eligibility
Apr 14, 2026
012: Medicaid's 5-Year Lookback Rule Explained: Protecting Your Family's Assets from Penalty Periods
Mar 31, 2026
011: Trustee Selection Secrets: What Every Family Needs to Know Before Signing
Mar 17, 2026
010: How to Choose the Right Trustee and Avoid Family Conflict in Orlando Trust Administration
Mar 03, 2026
009: Medicaid Planning Strategies to Reduce Nursing Home Costs and Protect Savings - Part 2
Feb 10, 2026
008: Medicaid Planning Strategies to Reduce Nursing Home Costs and Protect Savings - Part 1
Feb 03, 2026
007: How to Decide Between a Will and a Trust in Florida - Part 2
Jan 27, 2026
006: How to Decide Between a Will and a Trust in Florida - Part 1
Jan 20, 2026
005: Executors and Heirs in Florida Probate: Duties, Risks, and Best Practices
Jan 13, 2026
004: Innovative Strategies for Efficient Estate Management
Jan 06, 2026
003: Mastering Florida Probate Process: Strategies for Effective Estate Planning and Legal Guidance
Dec 08, 2025
002: Mastering Florida's Probate Process: A Guide to Estate Management and Legal Responsibilities
Dec 04, 2025
001: Building a Legacy in Elder Law and Estate Planning
Dec 03, 2025
Welcome to Life, Legacy, & Wealth!
Mar 13, 2025