Podcast

Did you know that the number one reason for bankruptcy in the US isn’t overspending – it’s medical debt? And for many widows, the bills don’t stop after their spouse passes away.

In this episode of Financially Ever After Widowhood, Stacy sits down with Shana Siegel, a partner at Norris McLaughlin P.A and nationally recognized elder law attorney, who has spent her career helping families navigate the complicated world of long-term care, estate planning, and financial protection. Shana shares her expertise – and personal perspective as a mom and caregiver – on how to plan ahead, protect your assets, and make smart decisions when illness or loss strikes.

You’ll hear them discuss:

• Why getting educated early can make all the difference in protecting both care options and family finances
• The surprising reality of what Medicare, Medicaid, and private insurance will – and won’t – cover when it comes to long-term care
• How to protect your home, retirement accounts, and other key assets depending on your state’s laws
• What really happens with medical bills, credit cards, and student loans after a spouse passes away (and how to avoid being pressured into paying what you don’t owe)
• When it makes sense to negotiate with hospitals and creditors, and how much you can realistically reduce debt
• The common estate planning mistakes people make, and why an elder law attorney – not just a general estate planner – is essential
• Practical steps for handling mortgages, probate, and beneficiary designations so you and your family are financially secure

Resources

Shana Siegel on the Web | LinkedIn | Facebook | Instagram | Aging Answers Podcast | Email | Phone 908-252-4253

Consumer Financial Protection Bureau: https://www.consumerfinance.gov/
AARP: https://www.aarp.org/ 

Stacy Francis on LinkedIn | X(Twitter) | Email

FrancisFinancial.com

Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!