January 2020 Newsletter

Kaeble Law LLC

14142 Denver West Parkway
Suite 287

Lakewood, CO 80401
(303) 877-8921

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Happy New Year!!  I hope you enjoyed the holiday season with friends and family. 

With the start of a new year, perhaps you are thinking about your new year's resolutions.  If having a solid estate plan in place for you and your loved ones is at the top of your list, Kaeble Law is here to assist you with accomplishing that resolution.  Please call our office at 303.877.8921, and we would be happy to schedule an appointment at your convenience to discuss your estate plan in more detail.  

Everyone should have received the Special Edition of our newsletter that was sent out on December 31, 2019 regarding the SECURE Act.  This impacts your estate planning if you created a trust or a will with a testamentary trust that contains a conduit trust in it.  We will need to update or amend your documents to make them compatible with the new SECURE Act.  If you have any questions about whether your estate plan fits in this category, please contact our office at 303.877.8921, and we will schedule a phone conference for you to visit with Kathryn.  

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.  


New Law Makes Big Changes to Retirement Plans
A spending bill signed into law by the President contains major changes to retirement plans. The bipartisan legislation is designed to provide more incentives to save for retirement, but it may require workers to rethink some of their planning.

Feds Release 2020 Guidelines Used to Protect the Spouses of Medicaid Applicants
The federal government has released the 2020 federal guidelines for how much money the spouses of Medicaid recipients may keep, as well as related Medicaid figures.
Movement Grows to Add Dental Coverage to Medicare
Medicare does not offer much in the way of dental benefits, but advocates for Medicare beneficiaries are arguing for that to change.
Will Restrictive Immigration Policies Cause a Shortage of Caregivers for the Elderly?
As the population ages, the need for caregivers is growing, but restrictive immigration policies, whatever you may think of them, could have a negative impact on a caregiving industry that is already facing workforce shortages.
What Happens to an ABLE Account If the Beneficiary Is No Longer Disabled?

If an ABLE account has been set up for a person with special needs, what happens to the account if the beneficiary no longer qualifies as “disabled” according to IRS regulations due to medical improvement or inaccurate diagnosis?

Understanding the Differences Between a Living Trust and an Irrevocable Trust

You may be thinking about setting up a trust. Before you commit to a plan, make sure you understand the differences between the two basic types of trusts.  

GAO Calls for Increased Oversight of Organizations That Handle Social Security Benefits for Nearly 1 Million

In a new report, the Government Accountability Office calls for better oversight of organizations that handle the Social Security benefits of recipients who cannot manage their own benefits and lack a family member or friend to do so.  

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