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

tag

Probate

98. Helping mom access long term care on Medicaid, Senior Housing, and planning for a successful probate!

May 4, 2024

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

  1. Can you help me get my mom on Medicaid?
  2. Can you help me with probate?

Additionally, Phillip welcomes special guests from the Weitzel and Andrew Home Team.

96. Wills or Revocable Trusts. IRA Beneficiaries and Probate. The quality of Long-Term Care on Medicaid.

April 20, 2024

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

  1. When should people have a Will and when should they have a Trust?
  2. Help, my husband didn’t have me listed on his IRA.
  3. Is the care you receive on Medicaid any good?

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

92. Don’t fall for fake probate, Care Managers and Dad took the Revocable Living Trust bait!

March 23, 2024

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

E-mail Question:  Probate wasn’t that bad, why would I want to avoid it?

E-mail Question: Why should I hire a Care Manager?

E-mail Question: How can I help my dad understand how a Revocable Living Trust can help him plan for a successful retirement?

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.

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?

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?

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