October 2019 Newsletter

Kaeble Law LLC

14142 Denver West Parkway
Suite 287

Lakewood, CO 80401
(303) 877-8921

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With cooler temperatures upon us, our thoughts quickly turn to the holidays.  Although the holiday season is right around the corner, it is never too late to think about updating your estate plan.  Perhaps you have been wondering if your estate plan adequately protects you and your family should something unexpected happen.  Now is the time to contact Kaeble Law to schedule an appointment to discuss your concerns.  Please call our office at 303.877.8921, and we would be happy to schedule an appointment for you to discuss your estate plan in more detail.  

Following are several articles that I found of interest; 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 Use a Trust in Medicaid Planning
With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting the Medicaid asset limit.

Most Are Taking Social Security at the Wrong Time
A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on an average of more than $100,000 per household in the process.
Tips for Preventing, Detecting, and Reporting Financial Abuse of the Elderly
Reports of elder financial abuse continue to increase, and the elderly are particularly vulnerable to scams or to financial abuse by family members in need of money.
What to Look for When Buying an Annuity
An annuity can be a useful tool for long-term care planning, but annuities are also complex financial products that are hard to understand. If purchasing an annuity, you need to consider your options carefully.
Five Questions to Ask Yourself When Choosing a Trustee for Your Special Needs Trust

The choice of trustee is one of the most important decisions you’ll make regarding your special needs trust.  Here are five questions to keep in mind when considering who will serve in this crucial role.

When Should You Consider Changing Your Special Needs Plan’s Key Players?

A good special needs plan involves many key players, including a guardian, a health care proxy, an executor, a trustee and possibly a trust protector.  It’s a good idea to review these selections on a regular basis, because change is inevitable.

DOT Issues New Guidance for Travelers with Support Animals

Amid a crackdown by individual airlines, the federal Department of Transportation (DOT) has provided guidance on service animals used by passengers with disabilities.

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