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Krause Estate Planning & Elder Law Center
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Добавлен 12 фев 2021
Krause Estate Planning and Elder Law Center offers comprehensive estate planning and elder law services for a wide range of matters, including wills, trusts, and Medicaid planning. The talented legal professionals at Krause Estate Planning and Elder Law Center understand how busy their clients are, which is why they use their full resources and knowledge of the law to guide them through the legal process and ensure their documents are properly completed. Clients who choose Krause Estate Planning and Elder Law Center to handle their estate planning matters get a team of reliable legal professionals in their corner who are always available to address their questions and concerns
Estate Planning; What It Is; Why It's Essential - Webinar
Everyone can benefit from having a plan in place. It provides peace of mind knowing that your affairs will be handled according to your wishes.
In case you missed it, here is Dan's Estate Planning Webinar! Recorded on August 22nd, 2024.
For more information about our events and services, do not hesitate to visit: www.estateplanningpeople.com/ and fill out the "Contact Us" form!
In case you missed it, here is Dan's Estate Planning Webinar! Recorded on August 22nd, 2024.
For more information about our events and services, do not hesitate to visit: www.estateplanningpeople.com/ and fill out the "Contact Us" form!
Просмотров: 17
Видео
Medicaid Planning - You Do NOT Have to Lose Everything - Webinar
Просмотров 3019 часов назад
Medicaid planning can indeed help you protect your assets while still qualifying for Medicaid benefits. In case you missed it, here is Dan's Estate Planning Webinar! Recorded on August 21st, 2024. For more information about our events and services, do not hesitate to visit: www.estateplanningpeople.com/ and fill out the "Contact Us" form!
Daniel Krause: What are the most common mistakes made in Estate Planning? The Morning Blend!
Просмотров 1621 день назад
Estate planning is essential for protecting assets and ensuring wishes are followed. Dan Krause, an experienced Estate Planning Specialist, focuses on safeguarding assets from high Long-Term Care costs. Recorded on August 13th, 2024. For more information, visit our website below and fill out the "Contact Us" form! www.estateplanningpeople.com/..
Why Estate Planning Is so Important? Daniel Krause at the Morning Blend Show.
Просмотров 1921 день назад
Estate planning is essential for protecting assets and ensuring wishes are followed. Dan Krause, an experienced Estate Planning Specialist, focuses on safeguarding assets from high Long-Term Care costs. Recorded on April 16th, 2024. For more information, visit our website below and fill out the "Contact Us" form! www.estateplanningpeople.com/...
Success in Estate Planning. Dan's third appearance on The Morning Blend Show!
Просмотров 1221 день назад
In case you missed it, here is Daniel's third TV appearance! recorded on March 28th, 2024. With offices in Brookfield, Madison, and Oregon, Dan and his team help people protect their assets from the astronomical cost of long-term care. For more information, visit our website below and fill out the "Contact Us" form! www.estateplanningpeople.com/...
Why Estate Planning is Important No Matter What! Daniel Krause in the Morning Blend Show.
Просмотров 721 день назад
In case you missed it, here is Daniel's appearance in the Morning Blend show recorded on June 25th, 2024. With offices in Brookfield, Madison, and Oregon, Dan and his team help people protect their assets from the astronomical cost of long-term care. For more information, visit our website below and fill out the "Contact Us" form! www.estateplanningpeople.com/
MEDICAID Planning: You don't have to lose everything - SEMINAR
Просмотров 47Месяц назад
We wanted to share this special video with the Krause Estate Planning community. In case you were not able to attend, here is one of our most recent Seminars: MEDICAID Planning: You don't have to lose everything. Recorded on July 9th, 2024th at the Waukesha County Business Alliance. For more information about our events and services, do not hesitate to visit: www.estateplanningpeople.com/ and f...
Estate Planning: What It Is, and Why It's Essential. Dan's Webinar!
Просмотров 52Месяц назад
Estate Planning: What It Is, and Why It's Essential. Dan's Webinar!
Medicaid Planning - You Do NOT Have to Lose Everything
Просмотров 46Месяц назад
Medicaid Planning - You Do NOT Have to Lose Everything
New Wisconsin Law Allows Remote Signing of Estate Planning Documents
Просмотров 52Месяц назад
New Wisconsin Law Allows Remote Signing of Estate Planning Documents
Planning for Medicaid: Don't Lose Everything You've Worked For
Просмотров 683 месяца назад
Planning for Medicaid: Don't Lose Everything You've Worked For
Estate Planning 101: Intro to Estate Planning. Dan's Webinar!
Просмотров 383 месяца назад
Estate Planning 101: Intro to Estate Planning. Dan's Webinar!
One size does NOT fit all. Dan's Webinar!
Просмотров 173 месяца назад
One size does NOT fit all. Dan's Webinar!
Why Estate Planning Matters? - Dan's Webinar
Просмотров 485 месяцев назад
Why Estate Planning Matters? - Dan's Webinar
Estate Planning - Children from Previous Relationships
Просмотров 525 месяцев назад
Estate Planning - Children from Previous Relationships
Financing and Planning for Long-Term Care in the Morning Blend Show
Просмотров 75 месяцев назад
Financing and Planning for Long-Term Care in the Morning Blend Show
Daniel Krause on The Morning Blend Show!
Просмотров 235 месяцев назад
Daniel Krause on The Morning Blend Show!
Estate Planning Basics + Q&A (Wisconsin focus)
Просмотров 6311 месяцев назад
Estate Planning Basics Q&A (Wisconsin focus)
Estate Planning Issues for Unmarried Couples and Divorcing People
Просмотров 32Год назад
Estate Planning Issues for Unmarried Couples and Divorcing People
The Boogeyman at the End of Life (it's not death or taxes)
Просмотров 95Год назад
The Boogeyman at the End of Life (it's not death or taxes)
Pour back from Revocable Trust to Will : Switcheroo
Просмотров 139Год назад
Pour back from Revocable Trust to Will : Switcheroo
Transfer by Affidavit for small estates in Wisconsin
Просмотров 1,2 тыс.Год назад
Transfer by Affidavit for small estates in Wisconsin
Should I get involved? Deceased person had more debt than assets.
Просмотров 487Год назад
Should I get involved? Deceased person had more debt than assets.
Medicaid Planning: Invitation to Facebook Live Event July 21 2022
Просмотров 632 года назад
Medicaid Planning: Invitation to Facebook Live Event July 21 2022
Probate Pitfalls -notification of disinherited family members
Просмотров 2,9 тыс.2 года назад
Probate Pitfalls -notification of disinherited family members
Role of a GAL in Probate, or: It May Cost a Lot if You Want to Provide for Minors After Your Death
Просмотров 562 года назад
Role of a GAL in Probate, or: It May Cost a Lot if You Want to Provide for Minors After Your Death
What are Your Chances of Long Term Care?
Просмотров 792 года назад
What are Your Chances of Long Term Care?
If your the special needs disabled son on SSI.You cannot get help if you have no savings.I live on $906.00 a month.Oklahoma City fails us.
I would love to see examples with spouses and couples with pensions.
Thanks.
I'm going to give as much away as I can beforehand.
My mom has a trust for her children. I expect to be left out because I'm the family scapegoat. :-)
Am staying with a man who is married .He has got 3 kids with the first woman and built her somewhere , he built me some and hv got four kids with him .lf he dies now am l safe with my kids where we are? are we entitled to any thing of his?
I am a trustee in our Living Trust. (We live in Michigan) My lawyer just created a Certificate of Trust for me because I need to remove my husband with dementia stage 4 who can no longer manage or handle any money. (He had made over $25,000 worth in financial mistakes already.) I have been trying to get him off of our Living Trust using this Certificate of Trust created by my lawyer. My credit union refused to do this because his; 1) Pension and his 2) Social Security checks come into the Credit Union with his name on them (his assets.) They tell me that if they did what I requested the checks would bounce right back to the place that sends them (electronically.) This has been a very frustrating situation for me. I also have Financial Power of Attorney and Medical Power of Attorney. They did "flag" the account in the event he comes into the credit union to remove money but that is all they will do. My husband is used to transferring money from our accounts using his computer....so our money is still not sufficiently protected. My lawyer has tried everything but the Credit Union resists. Can you comment? Thank you.
Doesn't a RLT become irrevocable at the death of the grantor? Or am i confused?
Thank you for your comment, Kelly! Yes, a Revocable Living Trust becomes irrevocable upon the death of the grantor (if single) or both grantors (if married).
Thank you. Can a power of attorney apply for an identification card? My brother is schizophrenic and he never leaves home. I cannot get him into a DMV to save my life. He has not had a state ID or any ID for 14 years.
Thank you for your message, Matthew! Depending upon whether your brother had a drivers license in the past, you may be able to apply for a state ID card online. If not, I'd urge you to reach out to your local DMV customer service center directly. They can be very helpful in these types of unique situations.
Why is the ABA and Business Practices allowing criminals to use DIY legal documents to practice law without a license to steal our homes and put vulnerable seniors and special needs children on the street? And why are they not recognizing Fiduciary Security Legals forgery proof Permission Ledger Crime Interdiction Administrations. And not recommending Notary Index Crime Enforcement Regulatory Nickel and Dime alternative to DIY Quarter Litigation? Are they asleep at the wheel?
Thank you we will get the a traditional Lawyers forgery Proof NICER Permission Ledger Validation Certification Trust to avoid the inheritance and legacy wealth transfer thieves.
And yet another reason to use NICER Analytical Cybersecurity Legal Tech Aces, Tech Mavins and Mentoring Maidens to fix this and the broken estate plan. With Nicer Integration Living Trust A to Z administration.
We don’t want an estate plan we want the RUclips Arbiter Fiduciary Security Legals, Paralegals, and professionals crime interdiction administration. With forgery proof NICER Interdiction Living Trust. With counterfeit free permission Validation ledger Template Schedule Clauses A to Z Pink Slip to Title Deed Triple Registration Monitored Defense. And Cybersecurity Protection NICER 837PC AIAUP, US Government, and County Permission Ledger Validated and Certified Peacekeeping Administration.
We love you but hate the estate plan crime for 188 million families exposed to estate plan forgers and no plan counterfeiting scammers scammers and estate planners. In April we want the oldest clients built NICER 837PC AIAUP counterfeit free triple registration monitored quit claim interdiction Title Deed validation. And certified inheritance and legacy wealth transfer distribution and peacekeeping settled administration.
Do I need to get an EIN number for the bank or credit union to have savings or any other type of financial assets transferred using this Transfer By Affidavit? I have a couple of small refund checks that need to be put into an estate account for my mother who passed away last year.
I’m wondering about the reporting requirements to social security and the correct way to do that so that Medicaid is not terminated . in my case, the beneficiary of my life insurance is over 60 on Medicaid and the benefit will be large and must be used over their remaining years .
Hi I have a question for children that was disinherited, Do they have a right to not to agree on the sale of the parents property?
What you need to do is spend it on your house. You can easily spend down that money on home repairs, new roof, painting it, and whatever else needs done inside and out. Get a new carpet! You can buy all brand new appliances and get all the warranties you can buy. Get a prepaid lavish funeral. Get the best of everything. ANd be sure to spend it on estate planning attorneys in your state. With all of that a substantial inheritance will be gone in no time.
His suggested options, but you must do these all within one month of receiving your inheritance, and it must only be for your benefit alone: 1. Spend all the inheritance on yourself. DO NOT GIVE AWAY any portion of it or you will be penalized and removed from Medicaid. 2. Buy a prepaid funeral for yourself. 3. Spend it on your vacations. 4. Get rid of your old car and replace it with a new one. You are allowed only one car while on Medicaid. My extra suggestions: A. Pay off your mortgage if you have one. B. 🤔, I know you are allowed to own only one house while receiving Medicaid. Now I'm wondering if buying a replacement car scenario could apply to buying a replacement home. But you must also sell your old house before or at the same time you purchase the replacement home all in the one month spending window. Plus you would have to use all the proceeds from the sale of your old house to roll over into the purchase of the new house. That way you don't have the same excess money issue like you have from the inheritance. Does anyone know if this works to save your Medicaid status? 5. Get a Wispac Trust or something like it. Check your state. It's if you are disabled with special needs. Check the requirements if you have to have special needs or does any disability qualify. I wasn't clear on this from the video. All I got was it pools money to pay for things not covered by Medicaid. 6. In his Description box he also suggests remodelling your personal home or building an addition.
So,can't you just take the inheritance money and drop the medicade?
Of course you can.
Medicaid will automatically drop you when they see your bank accounts are over the annual limit. Yes, they do look into our assets.
Yea,I figured if you got enough,it would be worth it,when the monies gone,if it's not sustainable,just reapply for Medicare in the future.
Is that maximum limit $2K per month or year? What about social security earnings, retirement pensions or Inheritance proceeds? Are they included in that $2K?
You are actually not supposed to steal my estate and impersonate family.
Are you crazy or just mentally insane?
We too had greedy blended family inheritance thieves so check out forgery proof NICER permission ledger interdiction living administration. Built by clients to avoid estate plan forgers and no elder law counterfeiters.
So a trustee and a beneficiary are not the same.. The deed is a trust .. The government local county state and federal are all on Dun and Bradstreet as a for profit corporation. So these corporations need to pay taxes .. but they are exempt?????
currently taking a tax class. thank you for your excellent explanation of this. very clear, helpful, current, and straightforward :)
My wife and I recently formed a living revocable trust, in one of the states mentioned in the video; we are both grantors/trustees, etc. Do we need a “certificate of trust”.
Not too clear on when this can or has to happen??? Before or after the owner of the trust dies?
Excellent
What if you have Medicare and Medicaid and lifelong disability? 🤔
Medicaid has asset limits, not disability limits. You can continue Medicaid only if you meet those limits. One house and one car are allowable, with no limits on value. However, you cannot have combined assets in banks, credit unions, etc that are over the low maximum limit of about $8K. Anything more than that and you will lose your Medicaid eligibility. With regards to Medicare, you qualify for that automatically when you turn 65 no matter how much you earn or inherit.
My Mother was receiving Medicaid, and at age 100 received a substantial inheritance. She is living in long-term Assisted Living and has now been taken off Medicaid. The inheritance was just now received and placed in the Existing (since 2004) Irrevocable Family Trust for her use. She will not likely use it all prior to her death and will Not need to apply for Medicaid again. However, MY QUESTION: Upon Her Death, (likely within 5 years) will the remaining money in the Trust Account be subject to the Medicaid Economic Recovery Program? And while no longer on Medicaid, and likely never again, is she still restricted as to how she spends the money or to whom she gifts.... in other words, Does the MEDICAID RECOVERY (MERP) also have a look-back period to recover the funds that may have been gifted, or can they only go after the remaining funds in the Irrevocable Trust Account.
Thank u good xplain
Thank u
I know i probably would need to hire you but maybe you could help me with something. My dad filed a transfer on death deed 6 -7 months before his passing He had been discussing it for a couple years .I had been staying with him for 3 years . So we made an appointment with the lawyer and got the todd but dads death certificate had on it dementia for 10 years though my dad was in full facility in his day to day living he drove made his own suppers called friends and had visitors dressed himself took showers by himself. I tried talking to the doctor and he refuses I'm just wondering what i can do to keep this out of probate
Also the osbudsmans or elder care people came out to check on dad and they were very pleased with dads home life we got a great report
You might as well go on a world cruise for that kind of money. At least there will be a doctor on board.
I hope I have a share from my late husband
Neve notified? Then what
Sorry my late husband no will
Very nice explanation. Very helpful. I feel very blessed to see many of your videos today as they explained many topics for which I needed information. Thank you. Very grateful.
Very nice explanation. Very helpful. Thank you.
Very nice explanation. Very helpful. Thank you.
Wisconsin Basic Will with Trust www.estateplanningpeople.com/documents/20933-STATUTORY-WISCONSIN-BASIC-WILL-WITH-TRUST.pdf
Wisconsin Basic Will www.estateplanningpeople.com/documents/20933-STATUTORY-WISCONSIN-BASIC-WILL.1).pdf
Hi, where are the links to the wills
This is true for public trusts... A private trust just needs a trust declaration.
The rules for medicaid vary from state to state because this coverage is managed on a state level. You can protect some of your assets by putting them in a trust if you do it at least 5 years before you apply for medicaid. You can't protect an IRA because they can't be put into a trust. You also can't protect any income you may have. Today in Arkansas a nursing home stay costs $260.00 per day.
Hello Sir
I’m currently studying for the CFP via Estate Planning module and I really needed this! ❤
Thank you
Thank you !
My mom has lived with me for the past 5 years. I pay for everything she needs. She has paid my property taxes for the past two years. Is she going to be penalized for that if she goes into a nursing home?
So... a certification of trust is a very quick summary of what's in the trust that most 'people' you're dealing with that involves your trust? Is this just so they can make you hire the attorney on your end to say it's OK in their professional legal opinion whatever you're trying to do is allowed in the trust, instead of them having a lawyer determine it?
This is correct for statutory trusts. However a private trust can have an attorney as its trust protector however the same information is not needed and does not need to be disclosed. The reason for the disclosure of items in the trust and a statutory trust is to give a judge an ability to liquidate the estates trust assets if it is revocable
@@BitStreamTR said perfectly thank you