This week, we begin our five-part series Handling the Difficult Conversation with a Loved One about Facility Placement: Tips for Success! One of the things people absolutely dread is the conversation they have to have with an elder loved one regarding facility placement. During the next few weeks, Wes Coulson will offer some practical tips […]
Common Estate Planning Mistake #2: Risks of Joint Accounts
It’s easy to misunderstand how joint bank accounts work and understanding the risks of joint accounts is important when making decisions. In this Elder Law & Estate Planning Minute, Wes Coulson discusses a common estate planning mistake and the risks of joint accounts. Common Estate Planning Mistake #2: Risks of Joint Accounts Transcript: Hi, I’m Wes Coulson […]
Common Estate Planning Mistake #1: Failing to appreciate how assets pass upon death
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 […]
Medicaid Transfer Penalties and the Look-Back Rule
In this Elder Law Minute, Wes Coulson lets us in on a dirty little secret about how Medicaid Transfer Penalties work relative to the Look-Back rule. Medicaid Transfer Penalties and the Look-Back Rule Transcript: Hi, I’m Wes Coulson and this is your Elder Law Minute. I’m going to let you in today on a dirty little […]
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 […]
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