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

category

Tax Planning

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?

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?

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

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.

  1. Can we give our grandchildren sections of our 10-acre property?
  2. What are the various tax advantages of using our Required Minimum Distribution (RMD) as a charitable contribution?
  3. Can a person really steal the title of our home?

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

March 9, 2024

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

  1. What is the best way to gift money to our kids?
  2. What is a Medicaid Annuity?
  3. Help, I think my brother is stealing money from my mom.

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?

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!

What I don’t want to do

September 23, 2023

How can I reduce the burden on my son? I don’t want to give the government my money, can you help? Help, my ornery mom has been diagnosed with dementia!

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