In this Elder Law Minute, Wes Coulson discusses two Latin terms commonly used in estate planning. Transcript: Hello, class! Today is a Latin lesson. Why a Latin lesson? Well, because in estate planning documents there are two very commonly found Latin expressions and it’s important and helpful to understand what they mean. The two that […]
Should You Prepay For Your Funeral?
In this Elder Law Minute, Wes Coulson discusses if you should prepay for your funeral. Transcript: One question that our clients seem to ask with some surprising frequency is, “Wes, do you think it’s a good idea to prepay for your funeral and burial or cremation arrangements?” Quick answer: Yes, I do think it’s a […]
Playing “What If:” An Essential Part Of An Estate Plan
In this Elder Law Minute, Wes Coulson discusses an essential part of estate planning. Transcript: Our approach to estate planning involves playing a lot of “what if” with our clients that we help. So, what do I mean by that? Well, most of the time when people come in they have an idea of what […]
Dealing With IRAs When A First Spouse Dies
In this Elder Law Minute, Wes Coulson discusses how to deal with IRAs when a first spouse dies. Transcript: As you may know, at the end of 2019, Congress passed and the president signed into law, a law called the SECURE act, and basically what it does, is it ends stretch IRAs in favor of […]
“The Reading Of The Will” Myth
In this Elder Law Minute, Wes Coulson discusses the myth of “the reading of the will.” Transcript: We had a client die recently, and his daughter called us and said, “well when are we going to arrange the reading of the will?” I had to stop myself honestly from chuckling, because readings of the will […]
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