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

tag

Estate

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?

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

March 2, 2024

E-mail Question: Can we create a Trust in Washington if we have assets in Hawaii and in Florida?  E-mail Question: Can we force our kids to keep our rentals after we pass?  E-mail Question:  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

E-Mail Question: How do you put assets in your Trust?  Visit from Eric of the Bellingham Senior Activity Center.  E-mail Question: How do I find a Geriatric Doctor?

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

February 17, 2024

E-mail Question: Do most housing facilities not take Medicaid?  Visit from Eric of the Bellingham Senior Activity Center.  E-mail Question: Should I leave an inheritance to my grandchildren?

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

February 3, 2024

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?   My friend told me he has an Irrevocable Trust.  What’s the difference between Irrevocable and Revocable Trusts?  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

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

83. How can I make life as easy as possible on my loved ones?

January 20, 2024

Do I really want my wife on Medicaid?  I’m leaving my husband, what does that do to my Legal Documents? How can I make sure my wife doesn’t have to go through probate?

82. Mom needs help, Dad should prepay his cremation, and how much estate tax will I owe!

January 13, 2024

My mom needs help.  How do I know what to do?  How can I get my dad to prepay his burial?  How much tax will I owe in my inheritance?

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?

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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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