Roseann Murray is a native of Denver, Colorado. She is licensed to practice law before the Colorado Bar and the United States District Court for the District of Colorado. Her focus is primarily on elder law, including Medicaid planning, guardianship and conservatorship; estate planning and estate administration (probate); and Social Security Disability. She obtained her Juris Doctorate and LL.M. (Master of Law) in tax from the University of Denver College of Law. With her tax background, she can provide guidance to help ensure that your estate will receive the most beneficial tax treatment.

Listen to this informative Legacy Leaders episode with Roseann Murray about Importance of Estate Planning, Medicaid Planning and Asset Protection, Annuities and Medicaid Planning, Misconceptions about Trusts and Probate and Probate in Colorado.

Here is what to expect on this week’s show:

●    Uncover the intricacies of Medicaid planning and the five-year look-back rule and learn its profound implications on your financial stability

●    Demystify common misconceptions surrounding trusts and gain insight on their actual effectiveness in asset protection

●    Navigate the potential pitfalls and complications tied to joint tenancy in property ownership, a complex yet necessary aspect in wealth management

●    Realize the pressing need for proactive planning for long-term care costs and the limitations often overlooked concerning Medicare coverage

●    Understand the pivotal role professional advice and careful documentation play in estate planning, primarily to prevent family conflicts and disputes

Connect with Roseann Murray:

Website: https://murraylawllc.com/

Email: [email protected]

Phone: (720)-272-7605

With your Guest Host: Carol Eddy

Carol Eddy is a dedicated holistic financial advisor, committed to helping women from all walks of life achieve financial success. She understands the unique needs of her clients and tailors her approach accordingly. With her guidance, you'll gain a comprehensive understanding of your financial situation, make informed decisions, and invest in your future confidently. Whether you're planning for retirement, investing, saving for your child's education, or managing 401K contributions, Carol has you covered. Her goal is to empower women, building a community of self-assured individuals prepared for life's adventures. With her expertise, you can enjoy time with your family, travel, and check off items on your bucket list, all while navigating your financial future with grace and professionalism.

Connect with Carol Eddy:

Website: https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/About/ceddy#/

LinkedIn: https://www.linkedin.com/in/%E2%AD%90-carol-eddy-cfp%C2%AE%E2%AD%90-35678512/

Facebook: https://www.facebook.com/profile.php?id=100064140668048

Email: [email protected]

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