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Long-Term Care Planning

Updating Your Financial Power of Attorney When the Bank Won’t Listen [Video]

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Updating Your Financial Power of Attorney When the Bank Won’t Listen

Estate planning lawyer Jeff Fouts discusses why updating your financial power of attorney is important and when you should start updating.
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In today’s video I’m sharing a story about a client and her son who had an interaction with the bank, and the bank would not listen to them. Many times this deals with an outdated power of attorney. It is extremely important that you keep your documents updated. Even if your documents may have been good five years ago, you need to come in and maybe have them redone, especially financial power of attorney. That five year time period is real. Once your financial power of attorney is three and a half years old, you need to talk about getting it done. Don’t even wait five years because banks won’t honor it.

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Looking for a 401(k) lawyer, asset protection lawyer, estate planning attorney, retirement lawyer, or tax lawyer? Our site also as plenty of resources on Georgia/Atlanta financial planning and estate planning tips.
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Jeff Fouts is a triple licensed attorney and member in good standing of the State Bar of Georgia (since 1993), and a registered investment advisor to assist clients with their financial planning. Jeff has served clients in all 50 states, and 29 foreign countries, and been admitted to all Georgia courts, the U.S. Supreme Court and U.S. Tax Court.

If you are thinking about estate planning, it probably means two things: you have some assets and you have one or more people to whom you’d like to leave them to. Every day, people who are smart in every other respect, go around giving little thought for quality estate planning. I’m here to help with estate planning advice, tax tips, asset protection tips, and retirement planning.

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0:00 Updating Your Power of Attorney
1:04 Story of Previous Client with Power of Attorney
4:02 Asset Protection & Free Consultation

Categories
Long-Term Care Planning

What are Estate Planning transfer costs? [Video]

In this video, I answer the question: What are Estate Planning transfer costs? I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.Learn more about elder law and estate planning here: https://elderlawcare.com.By watching this video, you’ll learn:• How gifting can be a double edged sword (Article available here: https://elderlawcare.com/2021/04/14/careful-giving-gifts-can-be-a-double-edged-sword-patrick-j-kelleher-esq-elderlawcare-com/)• The risks, rewards, and challenges of making gifts• How to assess and evaluate your own estate planning circumstances• How gifting could be used to reduce your taxable estate• How much you can gift per year under the current tax code• When to file a Form 709 gift tax return• Proposed changes to the Unified Tax Code under the current administration• How gifts within 5 years of applying for Medicaid benefits are considered impermissible and have a penalty period associatedHave you created your estate plan?Leave a comment below!_______________ Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.Learn more about us at https://elderlawcare.com. _______________- Find my Book on Amazon "How to Avoid the Four-Headed Monster: Probate Court, Estate Death Taxes, Financial Creditors & Predators and Nursing Homes": https://www.amazon.com/dp/B084MB96SK/ref=cm_sw_r_other_apa_i_fXwqEb394KEB0 - Watch my 3 Part webinar “Learn to Plan Your Estate… Before It’s TOO LATE!”: https://elder-law-care-educate.bambiz.net/ - Subscribe to my Newsletter: http://eepurl.com/dHk6Jv- Read my Blog: https://elderlawcare.com/blog/

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Long-Term Care Planning

All in the Family: Transferring Wealth Through an Estate Plan Privately and Securely [Video]

The best type of asset protection prevents a lawsuit from ever going to court. The same is true of estate planning.The best estate plan avoids probate court and allows for the transfer of wealth to be conducted within your family. Learn the best methods to maintain your family’s privacy after your death and how to make sure that wealth is securely transferred.Avoid the heartache and turmoil of a poorly planned estate.What will be covered:The need to create an estate plan for the transfer of wealthDifferent estate planning methodsUsing a Trust as part of your estate planAn estate plan is more than just a trustWhy it matters now

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Long-Term Care Planning

Based in Augusta, GA - Burroughs Elijah Attorneys has dedicated its law practice to estate planning, probate administration, guardianship and conservatorship, elder law, long term care benefit planning, and small business planning.Since 2012, the lawyers at Burroughs Elijah Attorneys have utilized their collective legal experience of more than 20 years in an effort to protect the family, estate, and business needs of their clients in Georgia and South Carolina.Find out more at https://burroughselijah.com/

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Long-Term Care Planning

On July 20, Nationwide presented the Jerome Township Division of Fire in Plain City, Ohio, a grain rescue tube and provided the team specialized training to help prevent deaths in grain bin accidents. The training, led by NECAS, included the use of a grain bin-like entrapment simulator capable of holding 100 bushels and burying a “rescue victim” waist-deep. First responders learned how to properly use the 6-panel, versatile grain rescue tube to create a barrier around the victim and safely dig them out. Learn more about Nationwide’s Grain Bin Safety advocacy campaign at http://www.thinkgrainbinsafety.com/?utm_source=YouTube&utm_medium=YouTube&utm_campaign=NWNewsroom