In this Elder Law Minute, Wes Coulson explains the misunderstanding surrounding gift tax to family members in estate planning.
Please Note: The estate and gift tax exemption is up to $11.7 million per person and $23.4 million per married couple, not ...
In this Elder Law Minute, Wes Coulson discusses understandable concerns surrounding estate planning for second marriage couples and what the best approach is.
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In this Elder Law Minute, Wes Coulson discusses why it's important to keep your life insurance beneficiaries up to date.
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In this Elder Law Minute, Wes Coulson wants to make sure you are aware of living trusts and owning property in multiple states.
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In this Elder Law Minute, Wes Coulson wants you to think of estate planning as a relay race.
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In this Elder Law Minute, Wes Coulson wants to talk about fiduciaries and age limits.
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In this Elder Law Minute, Wes Coulson discusses the biggest threat to your life savings. He talks about the challenges facing older Americans, such as increasing nursing home costs.
Hi, I’m Wes Coulson and ...
When it comes to planning your estate, there are many decisions that need to be made that ultimately lead to a number of questions. One such query is that regarding living trusts vs. wills and which is better for an ...
Planning for special needs grandchildren, or other relative other than your own child, in your estate plan is a great way to help provide for their future once you are gone. However, it needs to be done the right way. People ...
After the death of a spouse, or even after a divorce, it's important to look at and update, if necessary, any beneficiary designations you may have. Too often we see people lulled into a false sense of security by thinking ...