April 2023 Newsletter
Legal Lines News
Estate Planning and Elder Law
Ladies, You Need a Plan
Women are often the backbones of their own families, frequently focusing on meeting the needs of others rather than their own. However, it is important for women to take care of themselves through financial and estate planning designed to provide for their own future needs, which may differ from those of their male family members, as well as family members who may be dependent on them.
Don’t Leave Your Minor Children’s Future to Luck
One thing that parents should never leave to luck is providing for their minor children. Young parents work hard to create a wonderful life for their children and pass on wealth to them in the future, but they also need to create a plan for their children’s care if something happens to them. If you are a parent, it is difficult for you to think about having your young children grow up without you, but you need to recognize that lack of planning for this possibility could be disastrous for your children.
Slicing Your Estate Planning Pi(e)
National Pi Day is a great occasion to come to our office and discuss how you would like to slice your financial pie when you pass your wealth on to your children and loved ones. No complicated mathematical formulas are necessary to determine whom you would like to leave your money and property to, but it is an important subject that requires some serious thought.
Are You Transitioning to Medicare?
Want to see Medicare explained simply? Are you new to Medicare, getting ready for open enrollment, or have some burning questions? Please join us to hear Russ Swallow, a Certified Senior Advisor™ and WCRN 830 AM Radio show host of “The Medicare Advisor.” Russ will cover all the “moving parts” of Medicare with simple explanations. He will also be available after the presentation should you have questions. Attendees will receive the “Medicare Cheat Sheet” which is a snapshot of all the basics you’ll need to understand.
Featured Speaker – Russ Swallow
COME JOIN US ON
Thursday, April 27th at 12PM
for a 30-minute webinar (via Zoom) discussion
Hosted by Susana Lannik & Presented by Russ Swallow