Author: Jon A. Iverson
Publisher:
ISBN: 9780965793629
Category : Business & Economics
Languages : en
Pages : 260
Book Description
While estate and Medicaid planning can be overwhelming and intimidating, this resource demystifies all the complexities with an emphasis on lifetime planning--health care powers of attorney, living wills, financial powers of attorney, long-term care insurance, and guardianships. Living trusts are discussed in detail, including fiduciary duties, the manner in which trusts are taxed, and the characteristics of trusts versus wills. The ins and outs of long-term care insurance, such as the likelihood of coverage needs and the effect of inflation on costs and benefits, are also explained. Finally, an extensive section on Medicaid provides succinct information for families of wealthy and modest means.
Baby Boomer's Guide to Estate and Medicaid Planning
Author: Jon A. Iverson
Publisher:
ISBN: 9780965793629
Category : Business & Economics
Languages : en
Pages : 260
Book Description
While estate and Medicaid planning can be overwhelming and intimidating, this resource demystifies all the complexities with an emphasis on lifetime planning--health care powers of attorney, living wills, financial powers of attorney, long-term care insurance, and guardianships. Living trusts are discussed in detail, including fiduciary duties, the manner in which trusts are taxed, and the characteristics of trusts versus wills. The ins and outs of long-term care insurance, such as the likelihood of coverage needs and the effect of inflation on costs and benefits, are also explained. Finally, an extensive section on Medicaid provides succinct information for families of wealthy and modest means.
Publisher:
ISBN: 9780965793629
Category : Business & Economics
Languages : en
Pages : 260
Book Description
While estate and Medicaid planning can be overwhelming and intimidating, this resource demystifies all the complexities with an emphasis on lifetime planning--health care powers of attorney, living wills, financial powers of attorney, long-term care insurance, and guardianships. Living trusts are discussed in detail, including fiduciary duties, the manner in which trusts are taxed, and the characteristics of trusts versus wills. The ins and outs of long-term care insurance, such as the likelihood of coverage needs and the effect of inflation on costs and benefits, are also explained. Finally, an extensive section on Medicaid provides succinct information for families of wealthy and modest means.
Get Your Ducks in a Row
Author: Harry S Margolis
Publisher:
ISBN: 9781733931038
Category :
Languages : en
Pages : 384
Book Description
NEWLY REVISED 2020 EDITION - INCLUDES SECURE ACT INFORMATION Have you been putting off planning your estate because you don't know where to start? This simple-yet-comprehensive guide provides everything you need to know (in plain English) to secure your future-and your family's.
Publisher:
ISBN: 9781733931038
Category :
Languages : en
Pages : 384
Book Description
NEWLY REVISED 2020 EDITION - INCLUDES SECURE ACT INFORMATION Have you been putting off planning your estate because you don't know where to start? This simple-yet-comprehensive guide provides everything you need to know (in plain English) to secure your future-and your family's.
Get Your Ducks in a Row
Author: Harry S Margolis
Publisher:
ISBN: 9781733931007
Category :
Languages : en
Pages : 454
Book Description
Have you been putting off planning your estate because you don't know where to start? This simple-yet-comprehensive guide provides everything you need to know (in plain English) to secure your future-and your family's.
Publisher:
ISBN: 9781733931007
Category :
Languages : en
Pages : 454
Book Description
Have you been putting off planning your estate because you don't know where to start? This simple-yet-comprehensive guide provides everything you need to know (in plain English) to secure your future-and your family's.
Estate Planning for Baby Boomers and Retirees
Author: Stewart H. Welch, III
Publisher: Wiley
ISBN: 9780471387626
Category : Business & Economics
Languages : en
Pages : 305
Book Description
Estate planning is an issue for almost all Americans largely because of increased pensions and inherited wealth. This book will provide planners, attorneys and accountants with a current, comprehensive guide to estate planning strategies. Wills, trusts, partnerships, property and special situations will be included.
Publisher: Wiley
ISBN: 9780471387626
Category : Business & Economics
Languages : en
Pages : 305
Book Description
Estate planning is an issue for almost all Americans largely because of increased pensions and inherited wealth. This book will provide planners, attorneys and accountants with a current, comprehensive guide to estate planning strategies. Wills, trusts, partnerships, property and special situations will be included.
Everything a Baby Boomer Should Know
Author: Mark S. Cornwall
Publisher: Baby Boomer Pub
ISBN: 9780977851409
Category : Family & Relationships
Languages : en
Pages : 212
Book Description
Title: EVERYTHING A BABY BOOMER SHOULD KNOW - An Insider's Guide To Estate Planning Description: THE NEWEST APPROACH TO ESTATE PLANNING: KNOW WHAT YOU'RE TALKING ABOUT! Why pay money so an attorney can try and explain the difference between a Bypass Trust and a QTIP Trust, when this book will answer that question long before you have to pay for a consultation? This guidebook helps you map out your estate plan so it goes exactly where you want it to go. It explains the tools you need to give away or preserve your money, homes, businesses, heirlooms, cars, boats, jewelry, tools, art, memorabilia, and every other artifact of life you have accumulated over the last 45 to 65 baby booming years.
Publisher: Baby Boomer Pub
ISBN: 9780977851409
Category : Family & Relationships
Languages : en
Pages : 212
Book Description
Title: EVERYTHING A BABY BOOMER SHOULD KNOW - An Insider's Guide To Estate Planning Description: THE NEWEST APPROACH TO ESTATE PLANNING: KNOW WHAT YOU'RE TALKING ABOUT! Why pay money so an attorney can try and explain the difference between a Bypass Trust and a QTIP Trust, when this book will answer that question long before you have to pay for a consultation? This guidebook helps you map out your estate plan so it goes exactly where you want it to go. It explains the tools you need to give away or preserve your money, homes, businesses, heirlooms, cars, boats, jewelry, tools, art, memorabilia, and every other artifact of life you have accumulated over the last 45 to 65 baby booming years.
Everything a Baby Boomer Should Know Before Talking to an Attorney
Author: Mark S. Cornwall
Publisher:
ISBN:
Category : Baby boom generation
Languages : en
Pages : 193
Book Description
Publisher:
ISBN:
Category : Baby boom generation
Languages : en
Pages : 193
Book Description
Estate Planning for Baby Boomers and Retirees
Author: Stewart H. Welch, III
Publisher: Wiley
ISBN: 9780471387626
Category : Business & Economics
Languages : en
Pages : 324
Book Description
Estate planning is an issue for almost all Americans largely because of increased pensions and inherited wealth. This book will provide planners, attorneys and accountants with a current, comprehensive guide to estate planning strategies. Wills, trusts, partnerships, property and special situations will be included.
Publisher: Wiley
ISBN: 9780471387626
Category : Business & Economics
Languages : en
Pages : 324
Book Description
Estate planning is an issue for almost all Americans largely because of increased pensions and inherited wealth. This book will provide planners, attorneys and accountants with a current, comprehensive guide to estate planning strategies. Wills, trusts, partnerships, property and special situations will be included.
Asset Protection Planning for Seniors
Author: Michael A Babiarz
Publisher: iUniverse
ISBN: 0595457770
Category : Business & Economics
Languages : en
Pages : 180
Book Description
As the Baby Boomer generation ages and the sandwich generation is stressed between caring for children and caring for parents, questions are cropping up all across the nation: How can I protect the nest egg I've worked so hard to create? What happens to my assets if I die unexpectedly? Will I be able to afford long-term care? In Asset Protection Planning for Seniors, attorney Michael A. Babiarz shares numerous examples of the real-life problems that aging Americans face today. This is not another confusing form book or technical manual. Asset Protection Planning for Seniors is a simple, helpful guide, filled with examples aimed at addressing the basic concerns of older Americans-you! Stop worrying and start learning about: Nursing homes Medicaid planning Wills Trusts Probate Avoiding family problems Protecting inheritance Powers of attorney
Publisher: iUniverse
ISBN: 0595457770
Category : Business & Economics
Languages : en
Pages : 180
Book Description
As the Baby Boomer generation ages and the sandwich generation is stressed between caring for children and caring for parents, questions are cropping up all across the nation: How can I protect the nest egg I've worked so hard to create? What happens to my assets if I die unexpectedly? Will I be able to afford long-term care? In Asset Protection Planning for Seniors, attorney Michael A. Babiarz shares numerous examples of the real-life problems that aging Americans face today. This is not another confusing form book or technical manual. Asset Protection Planning for Seniors is a simple, helpful guide, filled with examples aimed at addressing the basic concerns of older Americans-you! Stop worrying and start learning about: Nursing homes Medicaid planning Wills Trusts Probate Avoiding family problems Protecting inheritance Powers of attorney
Next Steps
Author: Jan Collins
Publisher: Linden Publishing
ISBN: 1610350936
Category : Self-Help
Languages : en
Pages : 274
Book Description
Merit Prize winner, 19th Annual Mature Media Awards, National Media (Book) division. Written for older Americans, their Baby Boomer children, and everyone who cares for an older family member, this practical and comprehensive guide will help you build a strategy for coping with the unique legal, medical, financial, and personal challenges of aging. Jan Warner and Jan Collins, America's trusted experts on later life planning, put decades of experience into helping you create a step-by-step plan to protect your assets, your family, your health, and your personal autonomy in later life.
Publisher: Linden Publishing
ISBN: 1610350936
Category : Self-Help
Languages : en
Pages : 274
Book Description
Merit Prize winner, 19th Annual Mature Media Awards, National Media (Book) division. Written for older Americans, their Baby Boomer children, and everyone who cares for an older family member, this practical and comprehensive guide will help you build a strategy for coping with the unique legal, medical, financial, and personal challenges of aging. Jan Warner and Jan Collins, America's trusted experts on later life planning, put decades of experience into helping you create a step-by-step plan to protect your assets, your family, your health, and your personal autonomy in later life.
Everything You Need to Know about Estate Planning
Author: Kevin Wark
Publisher: Key Porter
ISBN: 9781552633465
Category : Estate planning
Languages : en
Pages : 213
Book Description
An accessible, thorough and informative approach to estate planning. Today, at the beginning of the 21st century, the majority of baby boomers are in their forties or fifties. Poised to receive inheritances of their own, these men and women have also benefited enormously from the recent growth of the stock market. They have accumulated wealth, and must now carefully consider different strategies to protect and increase that wealth. Everything You Need to Know about Estate Planning will help them do just that. Readers will learn about: - Planning for retirement - Powers of attorney - Wills and trusts - Charitable gifts - Family law and special circumstances - Strategies for different ages - The role of insurance Featuring worksheets, a glossary of terms and a resource section, this book is an indispensable guide to those grappling with the challenges of planning for the future (2001)
Publisher: Key Porter
ISBN: 9781552633465
Category : Estate planning
Languages : en
Pages : 213
Book Description
An accessible, thorough and informative approach to estate planning. Today, at the beginning of the 21st century, the majority of baby boomers are in their forties or fifties. Poised to receive inheritances of their own, these men and women have also benefited enormously from the recent growth of the stock market. They have accumulated wealth, and must now carefully consider different strategies to protect and increase that wealth. Everything You Need to Know about Estate Planning will help them do just that. Readers will learn about: - Planning for retirement - Powers of attorney - Wills and trusts - Charitable gifts - Family law and special circumstances - Strategies for different ages - The role of insurance Featuring worksheets, a glossary of terms and a resource section, this book is an indispensable guide to those grappling with the challenges of planning for the future (2001)