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" A guide to elder planning : "
Steve Weisman.
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BL
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| Record Number
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1030137
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b784507
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| Main Entry
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Weisman, Steve.
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| Title & Author
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A guide to elder planning : : everything you need to know to protect yourself legally financially /\ Steve Weisman.
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| Publication Statement
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Upper Saddle River, NJ :: Financial Times Prentice Hall,, ©2004.
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| Series Statement
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Financial Times Prentice Hall books
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| Page. NO
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xxvii, 272 pages ;; 24 cm.
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| ISBN
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013142520X
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: 9780131425200
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| Bibliographies/Indexes
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Includes bibliographical references and index.
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| Contents
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1. Asset protection : Insurance ; Homeowners insurance ; Prenuptial agreements ; Bank accounts ; Trusts ; Homestead protection ; Fraudulent conveyances ; Assets protected by law ; Joint ownership ; Tenancy by the entirety ; Family limited partnerships -- 2. Senior citizens and credit : Equal Credit Opportunity Act ; Credit reports ; Credit cards -- 3. Substitute decision making : Power of attorney ; Durable power of attorney ; You and Will Robinson ; IRS dangers ; Health care proxy ; Free advice (and worth every penny) -- 4. Estate planning : Wills ; Living trusts ; Incentive trusts ; Estate taxes ; State estate taxes ; Irrevocable life insurance trusts ; Charitable remainder trust ; Defective trusts ; Section 529 plans ; Planning for your pets ; POD accounts ; Second marriages ; Estate planning for unmarried couples ; Now that you have a plan -- 5. Investments : Mutual funds ; DRIPs ; Certificates of deposit ; Treasuries ; Annuities ; Your stock portfolio ; Some final thoughts -- 6. Income taxes : Marital status ; Parents and children ; Domestic partners ; The over-65 crowd ; Untaxed income ; Tax credits ; Social security taxes ; Tax deductions ; Tax relief as big as a house ; Now that you have prepared your taxes, what documents do you keep? ; Some final words from deep in the heart of taxes -- 7. Individual retirement accounts : Traditional IRA ; Roth IRA ; Decisions, decisions ; The different path ; Beneficiary designation ; Conversion to a Roth IRA ; Distribution ; Withdrawal pains ; Survivors -- 8. Planning for the home : Reverse mortgages ; Mortgage prepayment ; Private mortgage insurance ; Refinancing ; Life estates ; Sell the home to the children -- 9. Alternative housing : Retirement communities ; Continuing care retirement communities ; Assisted living -- 10. Long-term care : History ; Cost of long-term care ; Future cost of long-term care ; Financing long-term care ; Long-term care insurance ; Make the kids pay -- 11. Social security : History ; Eligibility and benefit calculations ; Full retirement age ; Early or late retirement ; COLAs ; Social security disability income ; Survivor's benefits ; Notch babies ; Getting a copy of your record ; Overpayments ; Medicare and your application for social security benefits -- 12. Medicare : The medicare alphabet ; Managed care ; Premiums ; Enrollment ; Medigap insurance ; Appeals -- 13. Medicaid : Overview ; Asset eligibility ; Consideration of income ; Protection from spousal impoverishment ; Medicaid planning ; Just say no ; Estate planning for the community spouse ; Estate and financial planning for the spouse in the nursing home ; Tactics for reducing assets without a Medicaid penalty, or loopholes 101 ; Half-a-loaf giving ; Trusts ; Protecting the home ; Tactics for increasing assets to achieve a greater spousal resource allowance, or loopholes ; Annuities ; Estate recovery ; The latest information -- 14. Being patient : Privacy and medical records ; Access to medical records, by you and others -- 15. Scams : Identity theft ; Sham tax forms ; Phony prizes ; Slavery reparations ; IRS impersonators ; Credit card protection ; Chain letters ; Social security scam ; Pyramid schemes ; Cramming ; Credit repair services ; Travel fraud ; Reloading ; A final bit of advice -- 16. End-of-life issues : Health care proxy ; Hospice care ; Organ donation ; Durable power of attorney ; Beneficiary designations ; Monetary needs ; Wills ; Planning your funeral ; Wills to live by -- Favorite websites -- State income tax deductibility of section 529 plans -- Forms.
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| Abstract
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"Writing with simplicity and humor, Steve Weisman presents sound strategies and uncovers loopholes for retirement, health care, long term care, asset protection, investments, taxes, Social Security, housing, Medicare, Medicaid, estate planning, substitute decision making, and more. Easy to read, easy to use, A Guide to Elder Planning is the indispensable resource for protecting yourself, your parents, and your heirs."--Jacket.
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| Subject
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Older people-- Legal status, laws, etc.-- United States, Popular works.
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Older people-- Legal status, laws, etc.
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United States.
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| Dewey Classification
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646.7/9
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| LC Classification
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KF390.A4W45 2004
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