April Newsletter: Estate Planning Myths & Informative Webinar May 13th

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PROTECTION . PRESERVATION . PEACE OF MIND .

Phone: (260) 449-9621 Fax: (260) 818-2137 kolerlawoffice.com

Please join Koler Law Office and Frank Financial for an evening
Webinar Presentation concerning Estate Planning and Retirement Topics:

May 13, 2021
5:30 - 6:30 PM via Google Meet

Koler Law Office will present about the consideration of estate planning documents needed in retirement so that you can plan ahead for your loved ones. Frank Financial will discuss important topics concerning Social Security Maximization, Roth IRA conversions, Qualified Charitable Distributions, Required Minimum Distribution Age Rules,
and Stretching Inherited IRAs.

We kindly request that you
pre-register by contacting our office
and speaking with our legal assistant, Hannah,
so that we can send you the link for our presentation.
We look forward to seeing you virtually on May 13th!

Important Notice
Concerning Stimulus Checks

A person who dies in 2021 is entitled to keep their stimulus checks!
This is true even if the check comes after death.

New On The Blog

The 8 Common Estate Planning Myths

Don't let these common misconceptions derail your legacy.
Plan for generational success.
Learn More

LTSS Visitation Rights & COVID-19

COVID-19 posts a potentially greater threat to people who use long-term services and supports (LTSS). Since they are susceptible to severe illnesses and even
death, visitation rights have been limited by the Centers for Medicare and
Medicaid Services (CMS) to protect them.

But what if a resident has an important need for visits? In case visitors are allowed, will they be required to be tested for COVID-19 or vaccinated?

Learn all about LTSS visitation rights here.