David Hill Presents to the Frasier Meadows Retirement Community

David Hill of the BHGR Estate Planning department and former BHGR attorney Jonathan Lehmann present to Frasier Meadows Retirement Community in Boulder, Colorado to initiate their Community Advisory Series.  They will address the following estate planning hot topics and current issues:

  • Update of rules for Traditional IRA's and traps to avoid
  • Is a conversion to a Roth IRA the right move?
  • How to set up a 529 college savings plan for those you love
  • The simplicity of probate in Colorado
  • Legislative update on estate tax
  • What charitable gifting strategy makes sense for you?

Frasier Meadows Retirement Community offers a continuum of adult living care and services, including Independent Living, Assisted Living, Health Care Center, and Alzheimer's Care.