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

category

Tax Planning

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.

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.

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

360.746.7169
info@safeharborlegal.com

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