14142 Denver West Parkway
Lakewood, CO 80401
Just a reminder that our final fall seminar will be held later this month. This is always our most popular and well attended seminar of the year. Following are the details --
Am I Ready to Retire?
October 27, 2018 from 10:00am - 12:00 noon
14142 Denver West Parkway Suite 195, Lakewood
Beyond the Basic Estate Plan - Medicaid LTC, VA Aid and Attendance and other exciting topics
Medicare vs. Medicaid presented by Nanci Goldsmith, Bright Health, Medicare Specialist
Are You Ready to Retire? presented by Melony J. Harris, CFP®, CPA, MBA of Harris Tax & Wealth Management, PC.
If you would like more information on this seminar or would like to register, please call our office at 303.877.8921 or e-mail us at firstname.lastname@example.org to reserve your seat. Please feel free to invite family and friends. The seminar is free to everyone.
Following are several articles that I found very interesting, and I hope you do as well. Please feel free to share an article or two or the entire newsletter with family and friends.
How to Handle Sibling Disputes Over a Power of Attorney
When one sibling is named in a power of attorney, there is the potential for disputes with other siblings. No matter which side you are on, it is important to know your rights and limitations.<
It’s Now Harder for Veterans to Qualify for Long-Term Care Benefits
The Department of Veterans Affairs has finalized new rules that make it more difficult to qualify for long-term care benefits. The rules establish an asset limit and asset transfer penalties for claimants applying for VA pension benefits.
It's Important to Shop Around for Your Medigap Policy
Medigap premiums can vary widely depending on the insurance company, according to a new study, so be sure to shop around before choosing a policy.
Can I Give My Kids $15,000 a Year?
If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift.
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