Navigating Estate Planning With Rose Harper Law

From Estate Planning to Personal Injury: Meet Attorney Rose Harper

Episode Summary:
In this inspiring episode, Rose Harper shares her path from a police officer father and Irish heritage to building a tri-state practice blending personal injury advocacy with estate planning. The conversation explores underdog empathy, multi-state operations, team-building lessons, and seamless client onboarding for families in crisis or transition.
Key Timestamps:
00:01 - Show Introduction
00:53 - Childhood Influences: Police Dad and Irish Stories
02:30 - Personal Injury Insights: Easing Family Burdens
05:00 - Estate Planning Pivot: Protecting Parents and Kids
07:00 - Tri-State Practice: New York Heart, Jersey Network, PA Home
09:00 - Client Experience: Welcoming and Resourceful
10:30 - Firm Lessons: Teams, Systems, Adaptability
12:00 - Proud Moments: Fast Results and Growth
13:15 - How to Start: Free Consult, No Prep Needed
14:00 - Closing Resources
About the Show:
"Leaving a Legacy with Rose Harper" delivers compassionate guidance on estate planning and personal injury recovery. Rose Harper empowers New York, New Jersey, and Pennsylvania families to secure futures and seek justice with dignity.

Medicaid and Long-Term Care Planning: Protecting Assets from Nursing Home Costs

Episode Summary:
In this episode, Rose Harper, a leading attorney at Rose Harper Law, delves into the intricacies of Medicaid and long term care planning. She clarifies the disparities between Medicaid and Medicare coverage for long term care, outlines the services Medicaid can offer, and sheds light on common misconceptions surrounding asset protection and Medicaid eligibility. Rose emphasizes the significance of proactive planning to safeguard assets while maintaining Medicaid eligibility.
Key Timestamps:
00:00 – Introduction
01:30 – Medicaid vs. Medicare for long term care coverage
03:45 – Long term care services covered by Medicaid
05:20 – Misunderstandings about Medicaid and nursing home care
07:10 – Determining Medicaid eligibility and financial limits
08:45 – Planning options to protect assets for Medicaid eligibility
10:15 – Understanding the Medicaid look back period
12:00 – Consequences of waiting for a health crisis to plan for Medicaid
13:30 – Common mistakes in handling Medicaid planning without legal guidance
15:10 – Initiating Medicaid planning effectively
About the Show:
Leaving a Legacy is a podcast series hosted by Rose Harper Law, where legal experts provide invaluable insights on estate planning, Medicaid, and personal injury law. Discover actionable advice to protect your family's future and assets effectively.

Planning for Real Estate and Vacation Homes in Your Estate

Episode Summary
In this episode of Leaving a Legacy: Navigating Estate Planning with Rose Harper Law, attorney Rose Harper explains the unique challenges of passing down real estate and vacation homes through estate planning. She shares how ownership structures, probate, and family dynamics complicate inheritance, and highlights effective tools such as trusts and LLCs to simplify transfers. Rose also discusses common mistakes families make, how to avoid conflicts among heirs, and practical steps to ensure properties are preserved and smoothly transferred across generations.
Key Timestamps
00:54 – Why real estate creates unique challenges in estate planning02:18 – Transferring a family home vs. cash or investments03:12 – Challenges of multiple heirs inheriting one property04:28 – Complications of owning property in multiple states05:43 – Using trusts and LLCs to simplify transfers07:15 – Common mistakes families make in property planning08:05 – Options when heirs cannot agree on property decisions09:02 – Considering taxes and upkeep in property planning11:02 – Passing down property through multiple generations
About the Show:
Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family's future.

Charitable Giving in Estate Planning: How to Leave a Legacy Beyond Your Family

Episode Summary:
In this episode of Leaving a Legacy, Navigating Estate Planning with Rose Harper Law, Rose Harper, founding attorney of Rose Harper Law, discusses how individuals can leave a meaningful legacy through charitable giving. Rose explains the emotional and financial benefits of incorporating charitable gifts into an estate plan, the most common methods to structure these gifts, and the tax advantages that may apply. She also explores charitable trusts, foundations, and endowments, and shares best practices to avoid common mistakes while ensuring that both family and charitable goals are met.
Key Timestamps:
00:00 – Why Charitable Giving Matters in Estate Planning02:00 – Common Methods for Including Charitable Gifts04:00 – Understanding Charitable Trusts06:00 – Tax Benefits of Charitable Contributions08:00 – Structuring Gifts to Support Both Family and Charity10:00 – Foundations, Endowments, and Long-Term Giving12:00 – Avoiding Common Charitable Giving Mistakes13:00 – Getting Started with Charitable Estate Planning
About the Show:
 
Leaving a Legacy: Navigating Estate Planning with Rose Harper Law is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family's future.
Resources & Links:
Rose Harper Law: https://roseharperlaw.com

Guardianship and Conservatorship: Protecting Loved Ones When They Can’t Decide for Themselves

Summary:In this episode, Rose Harper, founding attorney of Rose Harper Law, discusses the critical topics of guardianship and conservatorship. She explains the differences between these legal roles, when a court may appoint a guardian or conservator, red flags families should watch for, and how estate planning documents like powers of attorney and healthcare proxies can prevent disputes. This episode provides families with essential guidance for protecting loved ones who may be unable to make decisions for themselves.
Key Timestamps:00:01:15 – Understanding Guardianship vs. Conservatorship00:03:05 – When Courts Appoint Guardians or Conservators00:05:00 – Recognizing Red Flags for Incapacity00:07:15 – Eligibility and Court Considerations00:10:00 – Responsibilities of Guardians and Conservators00:12:35 – How Guardianship Affects Individual Rights00:15:00 – Handling Family Disputes in Guardianship Cases00:17:45 – Powers of Attorney and Healthcare Proxies00:20:00 – Advice for Families Considering Guardianship00:22:11 – Conclusion and Resources
Show Description:Guardianship and conservatorship can be complex and emotional topics for families. In this episode, Rose Harper of Rose Harper Law shares expert advice on identifying when intervention is needed, navigating legal responsibilities, preventing family disputes, and using estate planning tools to protect loved ones. Essential listening for anyone planning for incapacity or caring for an aging family member.

Special Needs Estate Planning: Essential Guide to Protecting Your Loved One's Future

Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of special needs planning. They explore the importance of special needs trusts, protecting government benefits, and choosing trustees for vulnerable loved ones. Rose provides valuable insights on how proper estate planning can ensure continued care and support for family members with special needs.
 
Key Timestamps:
00:01 - Show introduction
00:44 - Why estate planning is essential for families with special needs members
02:29 - Explanation of special needs trusts and their value
04:08 - Risks of leaving money directly to persons with special needs
05:57 - How special needs trusts preserve government benefits eligibility
06:55 - Factors to consider when choosing a trustee
08:49 - Discussion of care memos and letters of intent
10:50 - Navigating the emotional aspects of special needs planning
12:08 - Different approaches to establishing special needs trusts
 
About the Show:
"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family's future.

Essential Guide: Estate Planning for Aging Parents Key Considerations and Expert Advice

Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of estate planning for aging parents. They explore when and how to start these sensitive conversations, essential legal documents needed, and strategies to avoid family conflicts. Rose provides valuable insights on healthcare proxies, organizing financial information, and common estate planning mistakes to avoid.
 
Key Timestamps:
00:24 - When is the right time to discuss estate planning with aging parents
03:02 - Essential documents every parent needs in their estate plan
05:23 - How to initiate estate planning conversations with parents
08:25 - Common mistakes in estate planning for older adults
12:13 - Organizing financial and insurance information
13:33 - Understanding healthcare proxies and medical decisions
15:51 - Tips for avoiding sibling conflicts in estate planning
 
About the Show:
"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Host Kevin Rosenquist and estate planning expert Rose Harper provide practical advice and professional insights to help listeners protect their legacy and ensure their wishes are honored.

Digital Assets In Modern Estate Planning: A Comprehensive Guide to Protecting Your Online Legacy

Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial role of digital assets in modern estate planning. They explore what constitutes digital assets, their importance, and how to properly include them in estate plans to protect both financial and sentimental value for future generations.
 
Key Timestamps:
00:01 - Show introduction
00:24 - Definition of digital assets and their importance in 2025
02:46 - Discussion on common misconceptions about digital assets
03:35 - Consequences of not including digital assets in estate plans
04:42 - Steps to help loved ones access digital accounts
06:46 - Creating a digital asset inventory
08:03 - Managing sentimental digital assets and legacy interviews
09:53 - Supporting clients through digital estate planning
12:01 - Process of accessing accounts without proper planning
14:04 - How to get started with estate planning
15:19 - Discussion on cryptocurrency and digital wallets
 
About the Show:
"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping individuals understand and navigate the complexities of estate planning. Host Kevin Rosenquist and estate planning attorney Rose Harper provide expert insights and practical guidance for protecting your legacy.

Debunking Probate: Separating Myth from Reality

Episode Summary:
In this episode of "Leaving a Legacy: Navigating Estate Planning with Rose Harper Law," host Sophia Morales and estate planning attorney Rose Harper discuss common misconceptions about probate and strategies to navigate or avoid the probate process. They explore the complexities of probate in New York, essential documentation requirements, and the role of executors in estate administration.
 
Key Timestamps:
00:00 - Introduction
00:26 - Common misconceptions about probate
01:08 - Why wills still go through probate
02:54 - New York probate process explained
04:05 - Required documents for probate
06:11 - Timeline expectations for probate
07:31 - Executor responsibilities and fiduciary duties
09:16 - Strategies to avoid probate through trusts
11:20 - Trust funding options and maintenance
12:33 - Advice for those considering trusts vs. wills
 
About the Show:
"Leaving a Legacy" is a podcast dedicated to demystifying estate planning with Rose Harper Law. The show provides valuable insights into protecting your assets and ensuring your legacy is preserved for future generations.

Blended Families, Unique Challenges: Navigating Estate Planning

Episode Summary:
In this episode, host Sophia Morales and estate planning attorney Rose Harper discuss the unique challenges and considerations for blended families in estate planning. Rose shares personal insights from her own blended family experience and provides practical advice on protecting assets, avoiding conflicts, and ensuring equitable treatment of all family members.
 
Key Timestamps:
00:00 - Introduction
00:33 - Defining specific challenges for blended families
03:51 - Importance of communication in estate planning
04:15 - Ensuring fair treatment of all children (biological, adopted, step)
06:31 - Addressing potential family conflicts
09:11 - Role of wills and trusts in changing family dynamics
10:39 - Using trusts to provide for children from different marriages
13:32 - Importance of transparency in estate planning
15:30 - Considerations for choosing executors and trustees
 
About the Show:
"Leaving a Legacy" is a podcast focused on navigating the complexities of estate planning with expert insights from Rose Harper Law. The show provides practical guidance for families seeking to protect their assets and ensure their wishes are properly documented and executed.