In this Elder Law Minute, Wes Coulson discusses an essential part of estate planning. Transcript: Our approach to estate planning involves playing a lot of “what if” with our clients that we help. So, what do I mean by that? Well, most of the time when people come in they have an idea of what […]

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 […]