Elder Law & Estate Planning Attorneys
Elder Law & Estate Planning Attorneys

category

Estate Planning

98. Helping mom access long term care on Medicaid, Senior Housing, and planning for a successful probate!

May 4, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. Can you help me get my mom on Medicaid?
  2. Can you help me with probate?

Additionally, Phillip welcomes special guests from the Weitzel and Andrew Home Team.

97. Funding Trust Assets, Converting Traditional IRA to Roth, and Powers of Attorney

April 27, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. How do we fund my mom’s assets in her Trust?
  2.  Help, I need to know if my dad can sign a Power of Attorney?

Additionally, we welcome back Jacob Anderson, Financial Planner with Thrivent.  Today Jacob and Phillip discuss converting a traditional IRA to a Roth IRA.

96. Wills or Revocable Trusts. IRA Beneficiaries and Probate. The quality of Long-Term Care on Medicaid.

April 20, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. When should people have a Will and when should they have a Trust?
  2. Help, my husband didn’t have me listed on his IRA.
  3. Is the care you receive on Medicaid any good?

95. Wills vs. Trusts, Protecting Assets from Medicaid, Don’t rile up the attorney and don’t leave money to your in-laws!

April 13, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. My husband doesn’t think we need a Trust.
  2. Can my husband and I put our home in a Trust to protect us from Medicaid?
  3. I’m my mom’s Executor.  Can I remove a beneficiary?

94. Estate Planning for Seniors on the move and some housing solutions!

April 6, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. My kids stole my damn car keys.  What can I do?

Welcome back to our colleagues, Carmen Andrew and Mary Noe from the Weitzel Home Team, Powered by RE/MAX.  Today’s discussion includes housing options and ways to finance them.

93. Estate Planning Failures, finding success and talking about Capital Gains Tax with Weitzel Home Team

March 30, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. What is the biggest reason why estate plans fail when families need them the most?
  2. My girlfriend thinks that their home will just go to her if her husband passes. Is this True?

Plus a discussion on Capital Gains Tax with our colleagues, Carmen Andrew and Mary Noe from the Weitzel Home Team, Powered by Re/Max

92. Don’t fall for fake probate, Care Managers and Dad took the Revocable Living Trust bait!

March 23, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following questions.

E-mail Question:  Probate wasn’t that bad, why would I want to avoid it?

E-mail Question: Why should I hire a Care Manager?

E-mail Question: How can I help my dad understand how a Revocable Living Trust can help him plan for a successful retirement?

91. Zoning Property for Inheritance, Tax advantages, and can someone steal our home?

March 16, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following questions.

E-mail Question: Can we give our grandchildren sections of our 10-acre property?

E-mail Question: What are the various tax advantages of using our Required Minimum Distribution (RMD) as a charitable contribution?

E-mail Question: Can a person really steal the title of our home?

90. Gifting Money, Medicaid Annuities, and Shifty Relatives!

March 9, 2024

E-mail Question: What is the best way to gift money to our kids?  E-mail Question: What is a Medicaid Annuity?  E-mail Question: Help, I think my brother is stealing money from my mom.

89. Assets all over the country, income streams, and Bill has a fan club!

March 2, 2024

E-mail Question: Can we create a Trust in Washington if we have assets in Hawaii and in Florida?  E-mail Question: Can we force our kids to keep our rentals after we pass?  E-mail Question:  How do I make sure my daughter knows how much my stuff is worth?

Safe Harbor Legal Solutions

Elder Law & Estate Planning Attorneys
2219 Rimland Drive, Suite 411
Bellingham, WA 98226

360.746.7169
info@safeharborlegal.com

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