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


Power of Attorney

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.

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?

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?

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?

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?

77. I don’t like my son’s wife. How can I make sure she doesn’t get anything?

November 25, 2023

Can you explain wills and trusts?  How to protect inheritance?  How can you pick an agent?

Importance of Retirement Planning for EVERYONE

October 21, 2023

I’m single, are estate planning documents still important?  Should I live with my kid?  How can I increase my retirement income?

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Elder Law & Estate Planning Attorneys
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Bellingham, WA 98226


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