Elder Law, Estate and Retirement Planning Q&A

October 10, 2015

Elder Law, Estate and Retirement Planning Q&A

Jim, Chris and Peter are joined again by Jan Lord, an attorney focusing on elder law, to answer listeners’ questions regarding elder law, estate planning and retirement planning. This week, listeners ask questions including: “What does it cost to set up basic estate planning documents like a will and Powers of Attorney?”, and “How do Social Security survivor benefits work?”.  Peter and Jan also relay a question from an acquaintance who wondered how WEP and GPO work for PERA recipients.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.