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


Long-Term Care

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

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.

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?

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

February 10, 2024

None of my kids like my little dog.   How do I make sure he’ll be okay when I’m gone?  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?  Does a Revocable Living Trust protect assets from Medicaid?

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?

81. Geriatric Doctor and money concerns!

January 6, 2024

Does a Geriatric Doctor really make that much of a difference?  Should I be rolling my Traditional IRA into a Roth?  How do I find out where my dad is hiding money?

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?

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!

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Elder Law & Estate Planning Attorneys
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Bellingham, WA 98226


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