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

tag

Wills

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?

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?

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.

  1. Probate wasn’t that bad, why would I want to avoid it?
  2. Why should I hire a Care Manager?
  3. How can I help my dad understand how a Revocable Living Trust can help him plan for a successful retirement?

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

February 17, 2024

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

  1. Do most housing facilities not take Medicaid?
  2. Should I leave an inheritance to my grandchildren?

Plus, a visit from Eric of the Bellingham Senior Activity Center.

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?

78. Housing, dementia, and a no-good daughter!

December 2, 2023

Can you help with housing for my dad?  What is a dementia directive?  How can I fire my no-good daughter?

How to get your loved one to start their estate planning!

November 18, 2023

How can I make my husband take Estate Planning seriously?  When should I start taking Social Security? Help! My dad wants me to break him out of his rehab facility.

How can we help you?

    *required

    © 2024 Safe Harbor Legal Solutions |
    site by Shew Design