eCourse
Advising Clients Nearing and After 65: Retirement, Inheritance, Long-Term Care Planning, and more
Contains material from Sep 2018
Advising Clients Nearing and After 65: Retirement, Inheritance, Long-Term Care Planning, and more
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Session 1: Advising Clients Nearing 65 - Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.
Session 2: After 65: Second Chances for Inheritance and Long-Term Care Planning - Address planning options that become unavailable or difficult after age 65 and some of the valuable options for planning that remain available. Key planning options include planning by parents and other family, as well as the modification of wills and trusts to improve beneficial interests.
Session 2: After 65: Second Chances for Inheritance and Long-Term Care Planning - Address planning options that become unavailable or difficult after age 65 and some of the valuable options for planning that remain available. Key planning options include planning by parents and other family, as well as the modification of wills and trusts to improve beneficial interests.
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1.
Advising Clients Nearing 65 (Sep 2018)
Pi-Yi Mayo
0.75
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0.00
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Slides
(pdf)
17 pgs
Session 1
—47 mins
Advising Clients Nearing 65 (Sep 2018)
Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Pi-Yi Mayo,
Mayo & Poland PLLC - Baytown, TX
Show session details
2.
After 65: Second Chances for Inheritance and Long-Term Care Planning (Sep 2018)
Renée C. Lovelace
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—45 mins
After 65: Second Chances for Inheritance and Long-Term Care Planning (Sep 2018)
Address planning options that become unavailable or difficult after age 65 and some of the valuable options for planning that remain available. Key planning options include planning by parents and other family, as well as the modification of wills and trusts to improve beneficial interests.
Originally presented: Aug 2018 Estate Planning, Guardianship and Elder Law Conference
Renée C. Lovelace,
The Lovelace Law Firm, P.C. - Austin, TX