The Probate Podcast

Today's episode of The Probate Podcast is critical if you want to make sure your bases are covered should you get into an accident or have an illness and cannot make decisions for yourself.

My guest today is, Jana McCreary, with McCreary Law Office, PLLC. She helps us understand the importance of estate planning, but we cover so much more in our conversation. She also points out critical things for us to consider for our end-of-life plans and shares examples of what this might look like in real life.

Jana and I cover a lot of ground in this episode of estate planning, but here are some highlights:

🔸 Who makes decisions for you before you die, but if you cannot make them for yourself?

🔸 What happens when the estate plan is not properly drawn up? (Yikes!)

🔸 What is the biggest risk in estate planning for people with special needs?

🔸 What things do you need to consider before retirement?

🔸 At what age should people begin planning for their estate?

🔸 What's necessary in every estate plan?

My goal is to influence 50 people who start their estate plans this year. Let me know if you want to be included in this list, and I'll cheer you on!

The Probate Podcast comes out on Thursdays at 3 pm Central. Here's the link for today's video podcast: https://youtu.be/mmCkLZmIvCI

We are also on Spotify and Apple Podcasts. Subscribe today!

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I'm Sherri, and I am here to reduce the overwhelm people feel during a senior's transition from start to finish. I help families when they need to find assisted care, deal with the house and all the stuff, and want to streamline probate.

My holistic approach provides practical assistance while saving the family resources.

Let me know if you need help with a senior in transition.

𝗛𝗼𝘄 𝗰𝗼𝘂𝗹𝗱 𝟯𝟬 𝗺𝗶𝗻𝘂𝘁𝗲𝘀 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘁𝗶𝗺𝗲 𝘀𝗮𝘃𝗲 𝘆𝗼𝘂 𝘁𝗵𝗼𝘂𝘀𝗮𝗻𝗱𝘀 𝗼𝗳 𝗱𝗼𝗹𝗹𝗮𝗿𝘀?

I know. Your mama said if something sounds too good to be true, it probably is. But even your mama would like my proposition.

I started The Probate Podcast with this person in mind:

🔸 They're the spouse or adult child and oversee the care of another.

🔸 They juggle all the things in addition to caring for their person.

🔸 Stress keeps them up at night as they try to figure things out.

𝗧𝗵𝗲𝘆 𝗮𝗿𝗲 𝗱𝗲𝘀𝗽𝗲𝗿𝗮𝘁𝗲 𝘁𝗼 𝗸𝗻𝗼𝘄:

💠 What do I do with Mom?

💠 Why did Dad collect all this stuff?

💠 Why didn't somebody tell me about this?

💠 Where can I find help? I certainly don't know what I'm doing here!

𝑻𝒉𝒆𝒓𝒆'𝒔 𝒏𝒐𝒕𝒉𝒊𝒏𝒈 𝒍𝒊𝒌𝒆 𝒃𝒆𝒊𝒏𝒈 𝒆𝒎𝒑𝒐𝒘𝒆𝒓𝒆𝒅 𝒘𝒊𝒕𝒉 𝒈𝒐𝒐𝒅 𝒂𝒏𝒅 𝒓𝒆𝒍𝒆𝒗𝒂𝒏𝒕 𝒊𝒏𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒕𝒐 𝒎𝒂𝒌𝒆 𝒕𝒉𝒆 𝒃𝒆𝒔𝒕 𝒅𝒆𝒄𝒊𝒔𝒊𝒐𝒏 𝒇𝒐𝒓 𝒚𝒐𝒖𝒓 𝒇𝒂𝒎𝒊𝒍𝒚.

The Probate Podcast can answer these questions and more in about 30 minutes a week. It connects you to some outstanding people who live and work with senior adults. You'll hear their expertise and get a feel for whether you'd like to work with them.

Episodes span the entire spectrum of later-life transitions, and topics cover health care options, what it's like to be a caregiver, what's needed in an estate plan, how to plan when someone has special needs, how to pay for assisted living care, what is probate, and a whole lot more.

You'll want to have pen and paper handy because the guests share stories and insights that can save your family thousands of dollars, as well as your time and sanity.

The Probate Podcast comes out on Thursdays at 3 pm Central. Here's the link for tomorrow's video podcast: https://lnkd.in/ggKGtsaD

We are also on Spotify and Apple Podcasts.
Subscribe today and get notified for tomorrow's show.

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I'm Sherri, and I am here to reduce the overwhelm people feel during a senior's transition from start to finish. I help families when they need to find assisted care, deal with the house and all the stuff, and want to streamline probate.

My holistic approach provides practical assistance while saving the family time and money.

How can I help someone you know with a senior in transition?

What’s it like to have a parent with dementia? And how does a family navigate the decisions and logistics of placing a parent in memory care?

My guest this week on The Probate Podcast is Elizabeth Crocker. In tomorrow’s episode, she graciously discusses how her family is navigating this season.

You can find the YouTube video here: https://youtu.be/cJ5vxX5yeaM “Ring the bell” now and be notified when it starts tomorrow.

I’ve known Beth for about 50 years, and she is a well-loved retired theater teacher from Jersey Village High School in the Cy-Fair district. She’s also an adult daughter of a mom with dementia.

In tomorrow’s episode, Beth shares her heartfelt experiences about:

🔸 What it’s like to be an out-of-state daughter when Mom is in memory care

🔸 The process her family went through in knowing when to move Mom into a community

🔸How they decided on which memory care community to choose

🔸 How Beth’s mom handled the move and more

As a family friend, this is a special episode for me. I am grateful that Beth is willing to share her story. I know listeners may be facing a similar situation and wonder how they can do it. Our hope is that they find this episode informative and encouraging.

Episodes of The Probate Podcast come out every Thursday at 3 pm Central.

We are also on Spotify and Apple Podcasts.
Subscribe today and never miss an episode!

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I’m Sherri, and I am here to reduce the overwhelm people feel during a senior’s transition from start to finish. I help families when they need to find assisted care, deal with the house and all the stuff, and want to streamline probate.

My holistic approach provides practical assistance while saving the family resources.

Let me know if you need help with a senior in transition.

𝗧𝗵𝗲𝗿𝗲’𝘀 𝗻𝗼𝘁𝗵𝗶𝗻𝗴 𝗹𝗶𝗸𝗲 𝗵𝗲𝗮𝗿𝗶𝗻𝗴 𝘀𝗼𝗺𝗲𝗼𝗻𝗲’𝘀 𝗳𝗶𝗿𝘀𝘁-𝗵𝗮𝗻𝗱 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂’𝗿𝗲 𝗻𝗲𝗿𝘃𝗼𝘂𝘀 𝗮𝗯𝗼𝘂𝘁 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴. Knowing that they went through something that seems foreign or daunting lets you know you aren’t alone. If they did it, you can too. And they probably have some tips to share that will make your experience easier.

That’s what we’re doing today on The Probate Podcast. This week’s episode will go live at 3 p.m. Central, and my guest is Adam Hundley. Adam works with Houston law firm Your Legacy Legal Care, but in our conversation, he talks about his experience going through probate.

Between you and me, it seems like attorneys forget what it’s like for the rest of us, and that’s understandable because they deal with probate all the time. But it’s different when you’ve walked through it as a family member--when didn't know what to do and were afraid of doing something wrong.

Adam isn’t just someone who went through probate with family. Now he’s also certified as a Dementia Practitioner.

I hope you'll join us this afternoon at 3, and I'm sure you'll be encouraged.

Here’s the link: https://youtu.be/E-fpafnGwZA

𝗗𝗲𝗺𝗲𝗻𝘁𝗶𝗮 𝗮𝗻𝗱 𝗠𝗲𝗺𝗼𝗿𝘆 𝗖𝗮𝗿𝗲 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝘂𝗻𝗽𝗹𝗮𝗻𝗻𝗲𝗱 𝘁𝗵𝗲𝗺𝗲𝘀 on The Probate Podcast lately. I'm excited to continue the conversation with Adam Hundley, CDP®, CADDCT® this week.

Adam is the Client Services Director at Your Legacy Legal Care, a law firm in Houston, TX. He's one of the first to greet clients when they come to the office. He's committed to understanding their needs and works closely with them to find services that meet them.

In addition to being a Client Services Director and Paralegal, Adam is a Certified Dementia Practitioner and a Certified Alzheimer's and Dementia Disease Care Trainer. His compassion and experience with dementia patients and their loved ones put everyone at ease. You'll notice that in the podcast.

𝗛𝗲𝗿𝗲 𝗮𝗿𝗲 𝘀𝗼𝗺𝗲 𝗽𝗼𝗶𝗻𝘁𝘀 𝘆𝗼𝘂 𝗺𝗶𝗴𝗵𝘁 𝗳𝗶𝗻𝗱 𝗵𝗲𝗹𝗽𝗳𝘂𝗹 𝗶𝗻 𝘁𝗵𝗶𝘀 𝗲𝗽𝗶𝘀𝗼𝗱𝗲:

🔸 What is the first consultation with an attorney like?

🔸 What should an Executor expect when they approach the probate process?

🔸 What is the process like when someone dies without a Will?

🔸 How do the different types of dementia affect estate planning?

Throughout the interview, Adam gives tips for dementia caregivers and what they can do when they notice their loved one's mental health declining.

𝗔𝘀 𝗮𝗹𝘄𝗮𝘆𝘀, 𝗜 𝘀𝘂𝗴𝗴𝗲𝘀𝘁 𝘆𝗼𝘂 𝗹𝗶𝘀𝘁𝗲𝗻 𝘄𝗶𝘁𝗵 𝗽𝗲𝗻 𝗮𝗻𝗱 𝗽𝗮𝗽𝗲𝗿 𝗵𝗮𝗻𝗱𝘆 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝗿𝗲 𝗮𝗿𝗲 𝘁𝗼𝗼 𝗺𝗮𝗻𝘆 𝗻𝘂𝗴𝗴𝗲𝘁𝘀 𝘁𝗼 𝗺𝗲𝗻𝘁𝗶𝗼𝗻.

Episodes of The Probate Podcast come out every Thursday at 3 pm Central.

Find the YouTube video podcast here: https://youtu.be/E-fpafnGwZA

We are also on Spotify and Apple Podcasts. Subscribe now and stay tuned for tomorrow's release!

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I'm Sherri, and I am here to reduce the overwhelm people feel during a senior's transition from start to finish. I help families when they need to find assisted care, deal with the house and all the stuff, and want to streamline probate.

My holistic approach provides practical assistance while saving the family resources.

Let me know if you need help with a senior in transition.

𝗘𝘃𝗲𝗿 𝘄𝗼𝗻𝗱𝗲𝗿 𝘄𝗵𝗮𝘁 𝗶𝘁'𝘀 𝗹𝗶𝗸𝗲 𝗶𝗻𝘀𝗶𝗱𝗲 𝗮 𝗠𝗲𝗺𝗼𝗿𝘆 𝗖𝗮𝗿𝗲 𝗳𝗮𝗰𝗶𝗹𝗶𝘁𝘆?
This week on The Probate Podcast, I'm speaking with Mike Houston, the Director of Marketing at Proveer at Northgate. Proveer is a Memory Care and Assisted Living Community in North Houston.

Our conversation is perfect for people who have a loved one with dementia and may be sensing a need to move Mom or Dad sometime down the road. My conversation with Mike pulls back the curtain to offer a glimpse into this service. Tune in and be better prepared when it's time to make that decision.

𝗬𝗼𝘂 𝘄𝗶𝗹𝗹 𝗹𝗲𝗮𝗿𝗻:

🔸 What Memory Care is and what it's like

🔸 How Memory Care compares to Assisted Living

🔸 Activities that Memory Care communities offer and why

🔸 How to help someone adapt to their move into a Memory Care facility

🔸 Questions to ask when touring a Memory Care Facility

Don't miss out on this week's conversation on The Probate Podcast.

Episodes of The Probate Podcast come out every Thursday at 3 pm Central. You can "ring the bell" now to be notified tomorrow.
Find the YouTube video podcast at https://youtu.be/FIYHi1zhRV0
We are also on Spotify and Apple Podcasts.

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I'm Sherri, and I am here to reduce the overwhelm people feel during later-life transitions. I help families find assisted care, figure out how to fund it, deal with the house and all the stuff, and go into probate with a plan. My holistic approach provides relief and practical assistance while saving the family time and money. If you know someone who needs help with a senior in transition, will you share this info with them?

Jim Herrington is a pastor, author, executive coach, and co-founder of The Leader’s Journey. He’s also a seasoned expert in helping people navigate seasons of change and manage conflict. And one thing’s for sure: people can get squirrely when things change–especially during a later-life transition.

Today, Jim opens up about his personal journey, sharing his experiences of not measuring up as a young man and the valuable lessons he’s learned along the way. We can relate to his story, which makes his insights more impactful. His extensive experience and passion for equipping others make him a trusted source and valuable guide.

Jim’s work inspires us to consider how we show up in the midst of change and offers tips to reduce conflict and how we can influence challenging conversations for good.

Certainly, those scenarios crop up when we’re trying to find our way after someone dies, we transition our senior loved one from their home into assisted living, or we’re neck-deep in probate issues.

Through faith, curiosity, and practicing what he learned, Jim saw positive changes in his life, his marriage, and eventually through his work in the marketplace in Houston. He generously shares practical tips and wisdom on the podcast.

Friends, this conversation with Jim will inspire you to see new possibilities in your own life and offer hope when relationships are strained. It’s worth listening to even if you aren’t currently dealing with a senior loved one or probate!

You can hear Jim Herrington on The Probate Podcast today at 3 pm Central.

It’s available as a video podcast on YouTube: https://youtu.be/dxc6nrK5-Mw

You can also find us on Spotify and Apple Podcasts.

We're pleased to announce that you can find The Probate Podcast on Spotify and Apple podcasts.

We are also on YouTube as a video podcast: https://www.youtube.com/

Welcome to The Probate Podcast - the place where we have honest conversations about senior transitions and end-of-life topics. We are here to remove the mystery and make this season less scary through current and relevant content.

Some topics we've covered:

🔸 Assisted living options

🔸 Dealing with hoarding houses

🔸 Caregiver support

🔸 Grief support

🔸 How to avoid probate

🔸 What it's like to be an Executor

🔸 And more

I'm your host, Sherri Will Lund, and I'm here to reduce the overwhelm people experience as their senior ages. New episodes are released each week on Thursdays at 3 pm Central.

My guests are experts in the field or individuals with experience in this time of life. As I interview them, listeners are inspired and encouraged. They're given tips and ideas to use for themselves, and they're empowered to take the next right step for themselves and their loved ones.

You can find YouTube video podcasts here: https://www.youtube.com/

We're also on Spotify and Apple podcasts.

Check us out this week! And while you're there, Like and Subscribe. Your support is encouraging, and more importantly, it helps others find us when they need us most.