Episode 8: Home Health with Sean McHale and Celebrity Estates Planning Mistakes

We are introducing a new guest today, Sean McHale with Saint Michaels Home Care! Sean founded and now serves as the Vice President of the Jacksonville-based company. We had such a great conversation with Sean about home health care and determining when to bring in an agency to help your family. If you’d like to learn more about Sean and Saint Michael’s Home Care, you can call them (904-834-2474) or visit them online.

Join Emily as she discusses The proposed PERRY Act, how you know you’re ready for home health care, and responsibilities as the executor of someone’s estate.

We've got SO much good stuff for you in this episode!

Segment 1: Did you know that a new bill is being proposed called The PERRY Act? It's was inspired by Katy Perry and her recent real estate dealings with an elderly man in California. Learn what it is and how it can protect your older loved ones.

Segment 2: Sean McHale, owner and Vice President of Saint Michaels Home Care joins us to talk about how to find a home health agency. Are you asking the right questions when interviewing an agency? Do they have W2 employees rather than 1099 employees? How do they track details of the caregivers visits? Do they work with an existing caregiver? All these questions are important to ask when entrusting your loved one's care with an agency.

Segment 3: Brittany is back to talk with Emily about a few celebrities who failed to plan appropriately for their death...we're talking about Robin Williams, Aretha Franklin, and Prince! Learn which one died with a simple hand-written will and which one died without anything.

NOTE: In this segment, we reference Robin Williams bicycle collection. We wondered what it looked like and found a helpful article!

Segment 4: We're answering a question from Ben, a listener. He asks, "I have been named the executor of someone’s will. What responsibilities do I have?” We hear this question often, and Emily does a great job of answering this in the last five minutes of this episode.

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Episode 9: Travis Dauchy, Sean Mchale, and the Celebrity Estates that made the most $$ in 2022!

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Episode 7: Adam Fannin, CFP and Managing Director at Truist