Assets and Relationships in Estate Planning and Administration
You'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...
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ruthpgeorge
- Jun 20, 2022
- 3 min
How 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...
17 views0 comments
ruthpgeorge
- May 24, 2022
- 3 min
Retained Life Estates, Medicaid Planning, and Trusts
How might your desire to stay in your home impact other planning concerns like Medicaid?
28 views0 comments
ruthpgeorge
- Apr 22, 2022
- 2 min
Estate Planning and Your Home: 10 Questions to Ask Yourself
Many of the issues I see in estate planning and in probate matters have real estate in the mix! Interestingly, this month’s podcast...
28 views0 comments
ruthpgeorge
- Mar 16, 2022
- 4 min
8 Things to Help You Start the Estate Planning Process
Know what kinds of conversations you should be having with your loved ones and your attorney, and what documents you'll need.
15 views0 comments
ruthpgeorge
- Feb 11, 2022
- 5 min
Probate and Estate Administration Problems
Problems can occur due to any number of reasons - some maybe more foreseen and anticipated than others.
25 views0 comments
ruthpgeorge
- Oct 6, 2021
- 7 min
How a Trust Can Benefit Your Loved Ones
In the toolbox of estate planning techniques, trusts should not be overlooked. Because they can be tailored to meet a variety of goals,...
29 views0 comments
ruthpgeorge
- Jul 26, 2021
- 4 min
Getting Started With Estate Planning
Action is important. Life happens, and you want to be prepared, and creating your estate planning documents is about caring for yourself...
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ruthpgeorge
- May 6, 2021
- 2 min
Five ways an irrevocable trust can benefit you and your loved ones
Parents and other family members who want to pass on assets during their lifetimes may be tempted to gift the assets. Although setting...
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ruthpgeorge
- Nov 22, 2020
- 3 min
Creating a Plan for an Unmarried Couple
While estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting...
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RuthPGeorge
- Jun 17, 2019
- 1 min
Carrot or the stick
Incentive trusts are an interesting estate planning technique but also must be set up appropriately. Pat Bowlen, the owner of the NFL’s...
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