What does “funding a trust” mean and why is it so important? In this Elder Law Minute, Wes Coulson gives some insight on why it is vitally important, for the safekeeping of your assets, to transfer ownership of the assets you want in your trust – to your trust. Funding a Trust: Safekeeping your Assets Transcript: […]
Sweetheart Wills and Trusts: Are they the best option?
Many believe Sweetheart Wills and Trusts will provide for their spouse after they are gone. But, are they the best option when thinking long term? What happens to the life savings when the surviving spouse enters a nursing care facility? In this Elder Law Minute, Wes Coulson discusses the problems with Sweetheart Wills and Trusts and how leaving your […]
Pet Trusts: Providing for pets in your estate plan
For many of us, pets become close members of the family. So, it stands to reason, providing for pets in an estate plan just makes sense. Pet Trusts allow for just that. In this Elder Law Minute, Wes Coulson along with his dear friend Ziggy discuss Pet Trusts and how they may be set up […]
How to Choose the Right Elder Law Attorney
You’re facing a situation in which you, or perhaps your spouse, parent or other loved one, needs long-term care, or you’re concerned that such care will be needed in the future. You’re concerned about the great cost of that care, and the potential loss of your or your loved one’s life savings toward paying for […]
Differences Between Traditional and Roth IRAs
In this Estate Planning Minute, Wes Coulson highlights a few differences between both Traditional and Roth IRAs that may be helpful when making retirement planning choices. Differences Between Traditional and Roth IRAs Transcript: Hello, this is Wes Coulson and this is your Estate Planning Minute. I want to highlight a few differences between Traditional and Roth IRAs. […]
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