WHAT EVERY PROFESSIONAL SHOULD
KNOW ABOUT ELDER CARE PLANNING
This
course provides a survey of the unique planning issues that face the elderly
and their families. It tackles issues such as nursing home care insurance,
Medicare and Medicaid, Social Security benefits, and estate-planning issues
for the aged or incapacitated.
Major
topics include:
- Long-term
care insurance policies -- pros and cons of new products in light of
new regulations; Medicare Plus accounts.
- Medicaid
-- Financial eligibility, spousal responsibility, and asset planning.
- Social Security
issues -- Eligibility, available benefits, timing of benefits, benefit
reductions, and strategies to maximize benefits.
- Trust planning
-- Surrogate decision making, power of attorney, guardiamship, revocable
living trust arrangements, and Medicaid trust planning.
- Medicare
benefits and eligibility issues -- Part A: hospitalization; Part B:
medical services, employee provided benefits, and COBRA requirements.
For complete
information about this course, including pricing, please call (610)
688-4477 ext. 22 or email SmithC@cpenow.com.
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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
info@cpenow.com
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