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 […]

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 […]

In this Elder Law Minute, Wes Coulson discusses the potential impact on your planning from the election results. Transcript: I’m actually recording this before the election, so at the time that I’m recording this, I don’t know what the election results are going to be. But, I can speak to the subject of the election […]

In this Elder Law Minute, Wes Coulson discusses what changes your estate plan needs when moving from one state to another. Transcript: Today I’m going to answer a question that we get not infrequently, especially around here where people are moving back and forth from one side of the river to the other, and that […]

In this Elder Law Minute, Wes Coulson discusses the advantages of pre-planning for Medicaid or VA Benefits. Transcript: If you’ve listened to very many of our other videos or looked around our website, you probably know that we tell people that the wisest thing in terms of planning to protect your life savings from long […]