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

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Will

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?

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?

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!

Estate Planning 101

September 16, 2023

My mom didn’t need a Trust.  (Or did she?)  Can you help us with a probate? How can I talk to my employees about their Estate Planning?

Safe Harbor Legal Solutions

Elder Law & Estate Planning Attorneys
2219 Rimland Drive, Suite 411
Bellingham, WA 98226

360.746.7169
info@safeharborlegal.com

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