In this second of a six part series on the Medicaid Look-Back Rule and Transfer Penalties Series, Wes Coulson discusses withdrawals from joint accounts and whether, or not, they are subject to Medicaid transfer penalties. Withdrawals from Joint Accounts: Are they subject to transfer penalties? Transcript: Hi I’m Wes Coulson and this is your Elder Law […]
Will routine gifts cause a Medicaid Transfer Penalty?
In this first of a six part series on the Medicaid Look-Back Rule and Transfer Penalties Series, Wes Coulson discusses routine gifts and whether or not they may incur a transfer penalty when applying for Medicaid. Will routine gifts cause a Medicaid Transfer Penalty? Transcript: Hi I’m Wes Coulson and this is your Elder Law […]
Don’t Be Fooled by Average Life Expectancies
Hi I’m Wes Coulson and this is your elder law minute. When people are deciding whether to engage in planning to protect their life savings from long term care costs, it’s easy to get fooled by average life expectancies. People will see that the average life expectancy is 79, and if they’re 82, they’ll think […]
Family Member vs. Corporate Trustee
Hi I’m Wes Coulson, and this is your Estate Planning Minute. One of the questions that we get frequently for people for whom we establish trusts is whether they should name a family member as trustee or a corporate trustee like a bank or a trust company. My quick answer is that it depends, and […]
Why Second Marriage Spouses Need A Living Trust
Hi, I’m Wes Coulson, and this is your Estate Planning Minute. If this is a second or subsequent marriage for you, and you have children from a previous marriage, you really need to plan your estate with a living trust, and not a will, and here’s why: In All likelihood, if you die before them […]
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