Skip to main content

Estate Planning & Medicare: What You Need to Know

Calendar/Event Details

can ensure your estate plan and Medicare choices will work for you and your family.

Learn How You Can Ensure Your Estate Plan and Medicare Choices Will Work for You and Your Family

Are you retired or planning to retire soon?  Retirement is a big life change.   Even if you've made an estate plan previously, your life is changing and your estate plan should change with you.  As you retire, you are probably also thinking about your Medicare choices.  Those choices can be overwhelming. 

Join Jenny Ling, estate planning attorney with offices in Seattle and Bellevue, and Alexandra Houle, of Houle Medicare Solutions, to learn how you can ensure your estate plan and Medicare choices will work for you and your family.

At this event, we will cover:

  • What happens if you don't make an estate plan;
  • What to consider when creating your Will;
  • How to protect your money, even after you’re gone;
  • The importance of incapacity planning;
  • How Medicare works;
  • What types of products and prescription drug plans are available and the best options for your personal, financial, medical and prescription drug needs;
  • How wise and thoughtful planning can protect your adult children and grandchildren;
  • The benefits of trust planning; and
  • How you can get your estate planning done virtually from the comfort of home.

At The Law Offices of Jenny Ling, PLLC, our focus is on making sure you and your family are taken care of, whether it be estate planning, small business advising, kids protection planning, real property investing, or advising in times of financial distress. We call it planning for your legal life.

Jenny Ling focuses her practice on estate planning, real estate and business needs of her clients. Jenny completed her law degree at Seattle University School of Law. She excels in guiding her clients through the often confusing maze of financial and legal decisions to create plans to ensure the well-being of their families and the accomplishment of cherished goals. Her considerable legal expertise includes family protection, wealth preservation, and values-based planning, as well as planning strategies for unmarried couples and divorced individuals.

Medicare can be a confusing maze of options. If you are turning 65, retiring to transition to Medicare or want to review your Medicare options, Elena and Alexandra Houle are local in Washington and here to help. They offer free one-on-one consultations where they will help you with your Medicare application process, answer your questions about how Medicare works, what different types of plans are available and will be with you every step of the process, including throughout the years once you are already on Medicare.

Rather than calling different companies to try to compare the options those companies offer, they are licensed with all the major companies in Washington state (including Aetna, United, Humana, Regence, Premera, Kaiser and more) and will be able to compare all the options available to you. Everyone’s situation is different, and Elena and Alexandra make sure to look at your unique situation and find coverage that’s right for you!

Call now for your free consultation or planning session at 206-591-4262 or visit their website at www.my-medicare-solution.com for more information.

Event Details