In the first of this Common Estate Planning Mistakes series, Wes Coulson discusses the common mistake people make in failing to appreciate how assets pass upon death. Common Estate Planning Mistake #1: Failing to appreciate how assets pass upon death Transcript: Hi, I’m Wes Coulson and this is your Estate Planning Minute. This is going […]
Wills, Living Trusts and Powers of Attorney: How often should they be updated?
How frequently should Wills, Living Trusts and Powers of Attorney be updated? In this Elder Law and Estate Planning Minute, Wes Coulson offers his advice for updating these important estate planning documents. Wills, Living Trusts and Powers of Attorney: How often should they be updated? Transcript: Hello, I’m Wes Coulson and this is you Estate […]
The Perfect New Year’s Resolutions for 2016
The problem with most New Year’s resolutions is that they usually end up being just too darn hard to keep. Sure, I definitely want to lose some weight, but gosh, those brownies look tempting! Sure, I want to spend less time watching sports on TV, but now there’s a college football championship on top of […]
Funding a Trust: Safekeeping your Assets
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 […]
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