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

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Estate Planning

105. What constitutes a legal binding Will, we can’t find my mom’s Power of Attorney, and does my mom need to go through Probate if my dad had a Will?

June 29, 2024

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

  1. Is my dad’s handwritten Will going to stand up?
  2. I can’t find my mom’s Power of Attorney, what do I do?
  3. Help, my mom thinks she doesn’t have to go through Probate.

104. Protecting your child from their inheritance, choosing a Health Care Power of Attorney, and ensuring your loved ones aren’t left with a huge mess when you pass away.

June 22, 2024

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

  1. Can I protect my kid from his inheritance?
  2. I’m a single person, how do I find someone to be my Health Care Power of Attorney?
  3. Don’t let this happen to you! (How to ensure that your loved ones aren’t left with a huge Probate mess and large amounts of Estate tax debts when you pass away.)

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

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

March 2, 2024

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

  1. Can we create a Trust in Washington if we have assets in Hawaii and in Florida?
  2. Can we force our kids to keep our rentals after we pass?
  3. How do I make sure my daughter knows how much my stuff is worth?

88. Trust Funding, Geriatric Doctors, and the Bellingham Senior Activity Center

February 24, 2024

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

  1. How do you put assets in your Trust?
  2. How do I find a Geriatric Doctor?

Plus, a visit from Eric of the Bellingham Senior Activity Center.

87. Medicaid, Grandchildren, and the Bellingham Senior Activity Center!

February 17, 2024

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

  1. Do most housing facilities not take Medicaid?
  2. Should I leave an inheritance to my grandchildren?

Plus, a visit from Eric of the Bellingham Senior Activity Center.

86. Little Dogs, Avoiding Probate, and Medicaid – Oh My!

February 10, 2024

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

  1. None of my kids like my little dog. How do I make sure he’ll be okay when I’m gone?
  2. My friend said that she didn’t have to go through probate when her husband passed. Are there ways, other than a Trust, to bypass probate?
  3. Does a Revocable Living Trust protect assets from Medicaid?

85. Living at home, differences between Irrevocable and Revocable Trusts, how to bypass probate.

February 3, 2024

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

  1. My mom and dad passed away in a car accident about 6 years ago and I’ve been living in their house ever since. Do I have to go through probate?
  2. My friend told me he has an Irrevocable Trust. What’s the difference between Irrevocable and Revocable Trusts?
  3. My wife and I have a Transfer on Death deed that gives our home to our son. Will that allow us to bypass probate?

84. Writing bad checks, mom’s got a boyfriend, and I just inherited a bunch of money from my dad

January 27, 2024

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

  1. I am the Power of Attorney for a friend, can I get in trouble if they start writing bad checks?
  2. My mom’s boyfriend and his kids are moving in with her . . . what do I do?
  3. I just inherited a bunch of money from my dad.  Should I create my own legal documents?

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