Ask the Expert – Legal – Jeff Barnett, Attorney – 1/29/24

There can be confusion, frustration and emotions involved when watching mom or dad manage their expenses. During this live Q&A with Family Members in May 2023 Elizabeth Clubb of myFloc answers questions about helping to manage expenses.  We discuss: *How you can be more involved *When should you step in * How do you have conversations to get them to allow you to to help *When do you take over *Options when helping. She also shares how the myFloc platform can help control over-spending, prevent fraud as well as allow others, including famiy and non-family members to help our parents.

Q&A with Attorneys Jeff Barnett and Keith Leuty, of Partnering Sponsor Barnett & Leuty.  During this live Q&A with Family Members in March 2023 they answer legal questions about: *removing someone from a Durable (Financial) Power of Attorney *how many alternates should there be on that POA *how a Lady Bird Deed or Transfer on Death Deed works with property *understanding the difference between a "springing" or "non-springing" Power of Attorney and how to tell which it is on your parent's POA if they're not sure *what to do with difficulty getting a financial institution to recognize a POA *making changes to a will and more.

Q&A with Independent Medicare Specialist Sherry Hoppmann. During this live Q&A with Family Members in November 2022 Sherry Hoppmann sorts all the Medicare Plans and Parts. She also answers questions about signing up for Medicare, potentially changing plans, pros and cons of the different types and how to find the right plan for your situation.