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

category

Retirement

103. Traditional vs. a Roth IRA, what will happen to my pets, and healthcare managers.

June 15, 2024

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

  1. Should I convert my traditional IRA retirement savings to a Roth IRA?
  2. What do I do with my pets after I pass?
  3. Is it smart to hire a healthcare manager now?

101. Mom left us with a probate mess, protecting yourself from estate taxes, and how to retire early.

June 1, 2024

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

  1. Help, my mom left me a big mess and I don’t know what to do!
  2. How do I protect myself from estate taxes?
  3. I’m single and I want to retire early. What should I be looking at?

100. Income in retirement, inherited dogs, and using investments to pay off your mortgage.

May 18, 2024

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

  1. How much money do need in order to retire comfortably?
  2. Help, my wife “inherited” her mother’s dog and I don’t think I can take it!
  3. Should I use money from my investment account to pay off my mortgage?

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