ruthpgeorgeOct 272 minAssets and Relationships in Estate Planning and AdministrationYou've heard me talk about "good" or "basic" estate planning, that is, having at least a simple Will in place, accompanied by a Power of...
ruthpgeorgeJun 203 minHow many potential "next of kin" can you name?"Who" is named in estate documents is so important to being able to leave them the legacy you wanted them to have. Estate administrators...
ruthpgeorgeMay 243 minRetained Life Estates, Medicaid Planning, and TrustsHow might your desire to stay in your home impact other planning concerns like Medicaid?
ruthpgeorgeApr 222 minEstate Planning and Your Home: 10 Questions to Ask YourselfMany of the issues I see in estate planning and in probate matters have real estate in the mix! Interestingly, this month’s podcast...
ruthpgeorgeMar 164 min8 Things to Help You Start the Estate Planning ProcessKnow what kinds of conversations you should be having with your loved ones and your attorney, and what documents you'll need.
ruthpgeorgeFeb 115 minProbate and Estate Administration ProblemsProblems can occur due to any number of reasons - some maybe more foreseen and anticipated than others.
ruthpgeorgeOct 6, 20217 minHow a Trust Can Benefit Your Loved OnesIn the toolbox of estate planning techniques, trusts should not be overlooked. Because they can be tailored to meet a variety of goals,...
ruthpgeorgeJul 26, 20214 minGetting Started With Estate PlanningAction is important. Life happens, and you want to be prepared, and creating your estate planning documents is about caring for yourself...
ruthpgeorgeMay 6, 20212 minFive ways an irrevocable trust can benefit you and your loved onesParents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting...
ruthpgeorgeNov 22, 20203 minCreating a Plan for an Unmarried CoupleWhile estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting...
RuthPGeorgeJun 17, 20191 minCarrot or the stickIncentive trusts are an interesting estate planning technique but also must be set up appropriately. Pat Bowlen, the owner of the NFL’s...
