2024 Topics

April: Common Myths about Estate Planning

May: Reverse Mortgages with Guest Tracie Mayo

June: Estate Planning 101

July: NO Lunch with Liz this month

August: The Corporate Transparency Act with special guest Starlett Miller Massey (if you own a business – such as a limited liability, C or S Corporation you want to tune in for this as failure to follow this new law has penalties of $500 PER DAY)

September: Myths about Medicaid and Longterm Care Planning

October: What is Probate and What can I do to Avoid it?

November: What is a revocable living trust and do I need one?

December: Estate Planning Resolutions for 2025

Do you ever just want to ask a lawyer some questions in a casual environment? For free?

As an attorney, I see a lot of myths out there about estate planning, probate and elder law. Because of all the confusion I saw from the public, I started “Lunch with Liz” in 2022 to allow people to ask questions so they did not rely on these myths. Myths cost people time, money, and peace of mind.

What are some myths?

  1. That a will avoids probate (it doesn’t)
  2. That estate planning is for the wealthy (it isn’t)
  3. That Medicare pays for a nursing home (it doesn’t)
  4. That a spouse can access their spouse’s finances without a power of attorney (they can’t)

Every second Thursday of the month, we meet via zoom to discuss these myths as well as issues such as wills, trusts, probate and Medicaid, among others. So bring your questions, your lunch and join me! Don’t have questions? Come and listen in.

Ready to have your questions answered? We look forward to seeing you!

Meet Your Host!

The first question people generally ask me is “Is that really your last name?” Yes it is! It was my dad’s name, my grandfather’s name, and many generations before that. I promise I didn’t make it up.

I am a licensed attorney in Missouri, Georgia, and Florida. I have practiced law for more than 20 years in both the United States Army as a Judge Advocate General (JAG) and as a civilian advocate.

I received both my undergraduate and law degrees from the University of Kansas. I was born and raised in the Midwest and still find the values of hard work, loyalty, and my word as my bond to be my guiding forces.

After I graduated law school, I served on active duty with the Army as a JAG for more than four years. After leaving active duty, I continued to serve the JAG Corps as a reserve officer. I served as the Deputy Staff Judge Advocate for the 335th Theater Signal Command, where I was mobilized and deployed overseas in support of Operations Enduring and Iraqi Freedom for two years. I proudly wear my Bronze Star from that period of service and find no higher honor than serving other veterans and their families.

When I left active duty, I became a civilian litigator, where I zealously defended individuals and businesses who were being sued. While this area of law was enjoyable and rewarding for many years, I realized after helping my parents navigate the complexities of estate planning, long term care, Medicaid, and probate, that there was an immense need for trained professionals to advocate for families faced with the same challenges.

I couldn’t be happier with this choice. Every day I am fortunate to help people like you. Whether it’s figuring out your estate plan, probating a loved one’s estate, paying for nursing home care, ensuring a special needs child or adult has a care plan in place, or looking out for our nation’s veterans, I am here for you.

I look forward to seeing you at one of our monthly Lunch with Liz’s!

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