March Newsletter: The Secure Act, Guardian of Property, New Hire, and More

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PROTECTION . PRESERVATION . PEACE OF MIND . Phone: (260) 449-9621           Fax: (260) 818-2137         kolerlawoffice.com KOLER LAW OFFICE NEWS During this trying time of quarantines, closings, and COVID-19, it is important not to forget about the elderly and aging population. They are at the greatest risk and therefore need to be the most strictly isolated. Many nursing homes are limiting visitors, leaving many elderly cut off and alone. How can you help? Consider writing to a local nursing home or elderly care facility. A handwritten note can add a little cheer and sense of community for those missing social visits. This can also be a great activity for kids home from school. If you have a family or loved one who needs additional care during this time, and are worried about the process or cost of a long-term facility—we can provide up to date information on what to expect and how/where to begin. At the Koler Law Office, we walk you through the maze of Medicaid eligibility, the look-back period, and tax implications. We are here to help you navigate through this complex area. Contact us to schedule a complimentary Welcome Meeting—which can take place over the phone!  What's New Koler Law Office to Remain Open As the Coronavirus has become an evolving and uncertain public health issue affecting people globally and close to home, we want to reassure you that Koler Law Office is open for business and closely monitoring events related to the pandemic. More details HERE. Koler Law Office Announces New Hire Introducing Rosemarie “Rose” DeArmond, the new Koler Law Office Paralegal. Rose is very happy to join Koler Law Firm to help assist clients in their Estate Planning, Estate Administration and Guardianship Planning needs. What You Need to Know About The Secure Act Congress passed the SECURE Act (Setting Every Community Up for Retirement Enhancement) in December of 2019. The new changes went into effect as of January 1, 2020. These new law changes may affect the way you structure your estate plan and other considerations with your retirement savings. Read More You’ve Been Appointed Guardian of Property: Now What? After you’ve been entrusted with the responsibility of managing the assets of a family member or friend (called the “ward), you may be feeling overwhelmed. Awareness of your new duties, how to perform them, and with whom can you consult will help ease you into this new position. Read More What Our Clients Say About Us Click here to schedule a consultation Get Involved in the Community  Social Distancing with Compassion   While it's crucial to limit social interaction at this time, it's also important to check in on elderly neighbors. With all the panic buying at stores, many seniors, especially those with limited mobility may have trouble getting the supplies they need. Not only that, going to the store increases their exposure and risk of contracting the coronavirus. Here are a few things you can do to help make sure elderly friends, family, and or neighbors have what they need during this global pandemic: Offer to go to the store, run errands, or pick up a prescription.  Help them set up Skype or FaceTime so that they can safely connect with loved ones and not feel so isolated. Write them a letter or colorful card to let them know you are there and happy to help, and also to spread a little cheer. As mentioned above, this is a great activity for kids home from school.  RESOURCES Parkview Coronavirus (COVID-19) Screening  Indiana's Novel Coronavirus Response CDC Coronavirus (COVID-19) Information Licensed in Indiana & Ohio

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