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Medicare & Estate Planning

  • Aloha Insurance Services - Kona Office 75-5931 Walua Rd. Kailua-Kona, Hawaii 96740 (map)

On Wednesday, September 6th the Aloha Insurance Kona office hosts a two-part community education seminar on Medicare and Estate Planning.  There will be two opportunities to attend:  a morning session, from 10:00 AM to 11:30 AM, and afternoon session, from 1:00 PM to 2:30 PM. These seminars are free and open to the public.

Attorney John Roth and Medicare Specialist Peter Amelotte will teach you the basics of what you should know about Medicare enrollment and Estate Planning, to make informed decisions for yourself and your family.  Learn the basics before you choose what's best for you.  

Peter will focus on the need to enroll in Medicare, at the right time, so you do not have to bare the burden of a lifetime penalty, the benefits of Medicare Part A and Part B, the necessity of additional health coverage to fill the gaps in Medicare benefits and Medicare Part D for prescription drug coverage.

John will go over the basic Estate Planning documents (Will, Trust, Power of Attorney, etc.) and plans, as well as scenarios of different situations and values. Estate Planning controls who inherits a person's property and how and when that inheritance is received.

Mahalo to Aloha Insurance Services, in Kona, for hosting this presentation.  

 

Topics Covered

  • What do you need to know about Medicare?
  • When is the best time to apply for Medicare?
  • Basic Estate Planning for Baby Boomers
  • When should you update your Will or Trust? 
  • Q & A

 

Presenters

John Roth, Attorney & Founder of Hawaii Trust & Estate Counsel, and Peter Amelotte, Medicare Specialist with Aloha Insurance, team up to explain the basics of Medicare and Estate Planning. Peter has lived in Kona for 38 years and has works in the insurance industry for 32 years.  He specializes in Health and Life insurance with a focus on Medicare for the past 6 years.

 

 

Reservations

Seating is limited.  Please RSVP with the form below, call Krystal at 334-3343 or email office@hawaiitrustlaw.com to reserve your seat.  

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Which seminar time will you attend?
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Earlier Event: August 12
Estate Planning 101
Later Event: September 21
Will vs. Trust