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

category

Probate Law

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?

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?

80. Fighting kids, elderly neighbors, and gifting! Happy Holidays!

December 16, 2023

How can I get my kids to stop fighting for the holidays? How can I help my elderly neighbor?  Should we be gifting money to our kids?

79. Aging is a family affair!

December 9, 2023

What if I don’t want to make life easy on my kids?  How much money do I really need to save for retirement?  How do I make sure my daughter doesn’t hold onto my ashes?

How to get your loved one to start their estate planning!

November 18, 2023

How can I make my husband take Estate Planning seriously?  When should I start taking Social Security? Help! My dad wants me to break him out of his rehab facility.

Probate, Trusts & Family Dynamics

October 28, 2023

My friend told me that people don’t have to go through probate, what’s the real story?  What is the difference between a Revocable Living Trust and an Irrevocable Trust?   I really don’t think my wife’s kids like me.  What can I do?

Medicaid, Long-term Care & Avoiding Probate

October 14, 2023

All that hard work for nothing? (Medicaid).  Can I avoid probate and long-term care by giving my kids all my assets?  Help, I think my mom has a boyfriend!

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Elder Law & Estate Planning Attorneys
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Bellingham, WA 98226

360.746.7169
info@safeharborlegal.com

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