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 […]
Long-Term Care Insurance: What is the best age to buy it?
Getting long-term care insurance is something we know is important, but also something we don’t often like to think about. At any age, long-term care insurance may help with unexpected long-term care costs. So, what is the best age to buy it? In this Elder Law and Estate Planning Minute, Wes Coulson discusses that and the […]
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