In the third video of the Coronavirus preparedness series, Wes Coulson discusses the importance of having a healthcare power of attorney. Transcript: In another video, I’ve suggested that one of the documents you really need to have in place right now is a power of attorney for healthcare. So what I want to talk […]
Getting “Something” In Place – Where To Start With Estate Planning
Wes Coulson debuts the second video in the Coronavirus Preparedness Series, discussing where to start with estate planning Transcript: What I want to talk about today is, I’m going to talk to the people that are saying, “you know, with the concern about the risk of contracting COVID-19, I want to get something in […]
What Our Estate Planning Process Looks Like Right Now
Wes Coulson debuts the first video in the Coronavirus Preparedness Series, discussing what our estate planning process looks like during the COVID-19 pandemic. Transcript: I’m starting this with my mask on to give you a sense of comfort that if you need to come in the office, you will know that we are aware of […]
Are Beneficiary Designations And Joint Tenancy A Good Way To Avoid Probate?
In this elder law minute, Wes Coulson discusses joint tenancy and beneficiary designations, and if they are a good way to avoid probate. Transcript: I want to talk today about whether beneficiary designations and joint tenancy can be a good inexpensive way to avoid probate, without having to have a living trust. Let me […]
What Does Medicaid Consider As A Gift?
In this Elder Law Minute, Wes Coulson discusses what Medicaid considers as a gift. Transcript: In another of our videos, we mentioned that Medicaid imposes a, what’s called “transfer penalty,” for somebody who within 5 years before they apply have transferred assets for less than fair market value. When people hear that expression, which […]
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