The Conversation Families Wish They’d Had Sooner
Podcasts > Next Steps 4 Seniors: Conversations on Aging with Wendy Jones
Next Steps 4 Seniors: Conversations on Aging with Wendy Jones
Aging isn’t easy - but it doesn’t have to be overwhelming. Each week, Wendy Jones offers real talk and expert advice to help you take the next steps before they become crisis steps. From navigating tough decisions to planning ahead, this podcast is your guide to aging with dignity, clarity, and confidence—so your next steps can be your best steps.
Learn more about Next Steps 4 Seniors, LLC at https://nextsteps4seniors.com
Tuesday, January 13, 2026
In this episode of "Next Steps 4 Seniors: Conversations on Aging host Wendy Jones and estate planning attorney Rob Kaplow discuss essential strategies for managing family finances and preparing for the future with aging loved ones. They cover the pros and cons of joint bank accounts, the use of transfer on death (TOD) and payable on death (POD) designations, Lady Bird deeds for real estate, the importance of keeping a financial affairs record, and the need for open family communication. The episode also highlights the value of wills, trusts, and regularly updating beneficiary designations.
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