The Financial And Estate Planners Guide To Continuing Care Retirement Communities

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The Financial and Estate Planner's Guide to Continuing Care Retirement Communities

Author : Virginia Traweek
Publisher :
ISBN 13 : 9780988326361
Total Pages : pages
Book Rating : 4.3/5 (263 download)

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Book Synopsis The Financial and Estate Planner's Guide to Continuing Care Retirement Communities by : Virginia Traweek

Download or read book The Financial and Estate Planner's Guide to Continuing Care Retirement Communities written by Virginia Traweek and published by . This book was released on 2013-08-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Continuing care retirement communities (called "CCRCs" by industry insiders) are retirement communities that offer multiple living options (independent living, assisted living, and nursing). In exchange for an entrance fee and ongoing monthly fees, CCRC's agree to care for residents for the rest of their lives. Written by a former senior housing consultant, "The Financial & Estate Planner's Guide to Continuing Care Retirement Communities" is a planner's overview of the popular senior housing product. The book shows you: - What services are offered for seniors - How to find communities in your area - How to conduct online searches for community information - How to read resident contracts and community disclosure statements - How to value CCRC contracts and analyze benefits - Why some communities go bankrupt - Some warning signs for potential residents of CCRCs The book also includes several sample pages for client planning sessions and an introduction to the Microsoft Excel formulas used to create the book's analyses. Your client deserves the best advice when choosing his/her retirement community. "The Financial & Estate Planner's Guide to Continuing Care Retirement Communities" will walk you through the entire process in simple, easy-to-understand language! Note: There is significant overlap between this book and "Continuing Care Retirement Communities: An Insider Tells All." If you prefer a less technical explanation of senior housing, you might select this edition instead.

A Guide to Elder Planning

Author : Steve Weisman
Publisher : FT Press
ISBN 13 : 0133092003
Total Pages : 501 pages
Book Rating : 4.1/5 (33 download)

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Book Synopsis A Guide to Elder Planning by : Steve Weisman

Download or read book A Guide to Elder Planning written by Steve Weisman and published by FT Press. This book was released on 2013-01-03 with total page 501 pages. Available in PDF, EPUB and Kindle. Book excerpt: For millions of families, elder planning has become life's most important financial challenge. To plan successfully for aging, coordinated and knowledgeable action is indispensable. Whether you're concerned about your own future, your loved ones, or both, Steve Weisman's A Guide to Elder Planning, Second Edition brings together all the up-to-date knowledge and practical insights you'll need. Thorough, realistic, friendly, and easy to read, it covers all the financial, legal, and personal issues faced by seniors and their families. Weisman is one of the nation's most respected eldercare attorneys: through his nationally syndicated radio show A Touch of Grey and his books, he's already helped millions of seniors and their families. Now, he brings together practical insights and specific, innovative solutions for estate planning, investment planning, long term care planning, housing, Medicare, Medicaid, retirement planning, Social Security, veterans' benefits, asset protection, substitute decision making, income tax planning, age discrimination, protection from abuse and scams, end of life issues, and much more. From navigating fast-changing benefits programs to preparing healthcare directives, this trustworthy book explains it all -- in plain, crystal-clear English!

Planning for the Elderly: A Financial Guide to Aging

Author : Keith R. Fevurly
Publisher : Publisher Services
ISBN 13 : 9780578721354
Total Pages : 268 pages
Book Rating : 4.7/5 (213 download)

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Book Synopsis Planning for the Elderly: A Financial Guide to Aging by : Keith R. Fevurly

Download or read book Planning for the Elderly: A Financial Guide to Aging written by Keith R. Fevurly and published by Publisher Services. This book was released on 2020-08 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan for your elder or senior years, defined here as age 55 and over. This comprehensive book focuses on all relevant topics and events occurring in the life of an elderly individual, including the loss of a spouse and parent. There is a specific focus on retirement planning and retirement income strategies as well as basic estate planning for the elderly individual or couple. Learn how to maximize Social Security retirement, spousal and survivor's benefits, Medicare, and long term care coverage. The book also discusses where a senior should live during retirement and includes the often-neglected topic of succession planning for a family business owner. An added bonus of the book is an appendix of forms that may be used by the senior in estate and family business planning.Written by an expert and long- standing educator in the field of personal financial planning, Planning for the Elderly: A Financial Guide To Aging, is a comprehensive summary of issues important to the elderly individual in preparing for and living in the 'golden years'. The author, Keith Fevurly, is an estate planning attorney and investment advisor with Integra Financial Planning, Inc., Greenwood Village, Colorado.

Financial Planning for Senior Clients

Author : Dana Schilling
Publisher :
ISBN 13 : 9781954096417
Total Pages : 402 pages
Book Rating : 4.0/5 (964 download)

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Book Synopsis Financial Planning for Senior Clients by : Dana Schilling

Download or read book Financial Planning for Senior Clients written by Dana Schilling and published by . This book was released on 2022-05-13 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book not only examines financial, tax, insurance, and estate planning considerations, it also provides guidance on healthcare choices including Medicare and Medicaid and housing options, such as assisted living and long term care. The guide also addresses issues related to employment, such as the timing of retirement, when to claim social security benefits, and tax issues around IRAs and 401ks. Also covered are the latest laws, such as the required minimum distribution changes and other effects of the Secure Act and the CARES Act. Case studies provide examples of the issues that retirees and their families face and how and financial planner can address them. Includes a template of questions to ask when discussion a financial plan with a senior client. This updated look at the Senior Client includes: Issues related to COVID 19, such as: the advantages and disadvantages of nursing home care or home health care, how senior living communities will need to change, such as increasing the use of outdoor space and designing ways to isolate seniors, the reuse of hotels closed because of COVID as senior communities, nursing home COVID reporting requirements, increased used of Silvertech (electronic and computerized devices that help seniors stay healthier and more connected) during the pandemic, changes to FMLA leave under the Families First Coronavirus Response Act, how isolation of seniors because of COVID has made it more difficult to identify elder abuse, financial exploitation of seniors during COVID, and the effect of the increased rate of seniors retiring as a result of COVID. Discussion of the Secure Act, including the new required minimum distribution (RMD) amounts, the higher age limits when RMDs must be taken, as well as requirement when beneficiaries are required to withdraw funds from inherited IRAs. Issues related to the CARES Act, including the suspension of foreclosures and extension of the Family Medical and Leave Act and new rules allowing increased withdrawls from a 401k without a premature distribution penalty. Analysis of the issues related to Long Term Care Insurance (LTCI), which covers nursing, social and rehabilitation services and hybrid LTCI. Estate planning for digital assets, including cryptocurrency and non-fungible tokens.

Continuing Care Retirement Communities

Author : Bernice Hunt
Publisher :
ISBN 13 : 9781413404425
Total Pages : 120 pages
Book Rating : 4.4/5 (44 download)

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Book Synopsis Continuing Care Retirement Communities by : Bernice Hunt

Download or read book Continuing Care Retirement Communities written by Bernice Hunt and published by . This book was released on 2003 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn from the inside out, all about Continuing Care Retirement Communities. Bernice Hunt, M.S., with her husband, moved to one a few years ago and her book tells you everything you need to know about the retirement life style that gives you security even if your health fails. Learn what CCRCs are, how they work, how to find the best ones, what to look for, what kind of contract is best for you. Enjoy the detailed and often amusing journey the Hunts took in their quest for the perfect way to spend their retirement years.

The Retirement Guide

Author : Michael S. Midlam
Publisher : Insomniac Press
ISBN 13 : 1897415826
Total Pages : 307 pages
Book Rating : 4.8/5 (974 download)

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Book Synopsis The Retirement Guide by : Michael S. Midlam

Download or read book The Retirement Guide written by Michael S. Midlam and published by Insomniac Press. This book was released on 2004 with total page 307 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this comprehensive guide, topics include estate planning, wills, taxation, how to choose financial professionals, one's role as a caregiver, physical and mental health issues, and the different challenges facing people as they enter their golden years.

A Guide to Elder Planning

Author : Steve Weisman
Publisher : FT Press
ISBN 13 : 9780131425200
Total Pages : 300 pages
Book Rating : 4.4/5 (252 download)

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Book Synopsis A Guide to Elder Planning by : Steve Weisman

Download or read book A Guide to Elder Planning written by Steve Weisman and published by FT Press. This book was released on 2004 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: Speaking to aging Americans who want to plan for the future, "New York Times" journalist Weisman reveals everything readers need to know to protect themselves legally and financially in later years.

Retirement Communities 101

Author : Dana Cornwell Bodney
Publisher :
ISBN 13 : 9780692981078
Total Pages : 102 pages
Book Rating : 4.9/5 (81 download)

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Book Synopsis Retirement Communities 101 by : Dana Cornwell Bodney

Download or read book Retirement Communities 101 written by Dana Cornwell Bodney and published by . This book was released on 2017-11-06 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt: Selecting a retirement community can be overwhelming and understanding the plans at a CCRC can be difficult. This book explains the differences between communities and which plan can be right for you. There are questions to ask in the workbook portion of the book ,when you visit each community. The road to peace of mind is easier with this book in hand.

A Guide to Planning Your Retirement Finances

Author : Action for Independent Maturity
Publisher :
ISBN 13 :
Total Pages : 38 pages
Book Rating : 4.:/5 (327 download)

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Book Synopsis A Guide to Planning Your Retirement Finances by : Action for Independent Maturity

Download or read book A Guide to Planning Your Retirement Finances written by Action for Independent Maturity and published by . This book was released on 1981 with total page 38 pages. Available in PDF, EPUB and Kindle. Book excerpt:

An Estate Planner's Guide to Qualified Retirement Plan Benefits

Author : Louis A. Mezzullo
Publisher : American Bar Association
ISBN 13 : 9781590319390
Total Pages : 182 pages
Book Rating : 4.3/5 (193 download)

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Book Synopsis An Estate Planner's Guide to Qualified Retirement Plan Benefits by : Louis A. Mezzullo

Download or read book An Estate Planner's Guide to Qualified Retirement Plan Benefits written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2007 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.

A Guide to Continuing Care Communities

Author : Bernice Hunt
Publisher :
ISBN 13 : 9780757002724
Total Pages : 0 pages
Book Rating : 4.0/5 (27 download)

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Book Synopsis A Guide to Continuing Care Communities by : Bernice Hunt

Download or read book A Guide to Continuing Care Communities written by Bernice Hunt and published by . This book was released on 2006 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to one of the most popular retirement options, Continuing Care Retirement Communities (CCRCs), explains what they are, how they operate, and what they offer.

Long-Term Care

Author : Phyllis Shelton
Publisher : Kensington Books
ISBN 13 : 9780758205537
Total Pages : 322 pages
Book Rating : 4.2/5 (55 download)

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Book Synopsis Long-Term Care by : Phyllis Shelton

Download or read book Long-Term Care written by Phyllis Shelton and published by Kensington Books. This book was released on 2003 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Continuing Care Retirement Communities

Author : North Carolina. Department of Insurance
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (673 download)

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Book Synopsis Continuing Care Retirement Communities by : North Carolina. Department of Insurance

Download or read book Continuing Care Retirement Communities written by North Carolina. Department of Insurance and published by . This book was released on 2010 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Find the Right Ccrc for Yourself Or a Loved One

Author : Ruth Alvarez
Publisher : CreateSpace
ISBN 13 : 9781492923947
Total Pages : 216 pages
Book Rating : 4.9/5 (239 download)

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Book Synopsis Find the Right Ccrc for Yourself Or a Loved One by : Ruth Alvarez

Download or read book Find the Right Ccrc for Yourself Or a Loved One written by Ruth Alvarez and published by CreateSpace. This book was released on 2013-10-07 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: From Amazon review: I read this book last May when I was thinking about moving to a CCRC. The information was invaluable and I will be moving to a CCRC this month. Retired real estate agent, Ruth Alvarez explains everything you need to know about choosing a Continuing Care Retirement Community. This is the large print second edition.

The 7 Steps to a Worry-Free Retirement

Author : David L. Almond
Publisher :
ISBN 13 : 9780595524600
Total Pages : 176 pages
Book Rating : 4.5/5 (246 download)

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Book Synopsis The 7 Steps to a Worry-Free Retirement by : David L. Almond

Download or read book The 7 Steps to a Worry-Free Retirement written by David L. Almond and published by . This book was released on 2008 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: "David Almond cares about your financial security in retirement. If you want the advice of an experienced professional, this book is a gold mine!" -Marilee Driscoll, Author "The Complete Idiot's Guide to Long-term Care Planning," founder www.LTCmonth.com "For those that want to know how to protect themselves and their families from the new retirement risk, this book is a must read." -Lisa N. Bertalan, Estate Planning and Elder Law Attorney "This book is an excellent resource for anyone who desires to understand the importance of financial planning for retirement." -Phil Janney, Estate Planning and Elder Law Attorney "If you want to be in a position to make smart choices, this book is a "must read" for Boomers and their parents." -Roberta Jacobsen, President, Front Porch Communities and Services The 7 Steps to a Worry-Free Retirement is the first personal financial book that takes a holistic approach to retirement planning. Over the years David Almond has applied the principles in this book with great success. The 7 Steps is important advice and inspiration from a respected senior advocate and financial pioneer. As Almond shows, these days financial security in retirement calls for far more than just getting a return on your money---it's understanding what you need to know in order to protect yourself from what some are calling "the perfect retirement storm".

Aging in the Right Place

Author : Stephen M. Golant
Publisher : Health Professions Press
ISBN 13 : 9781938870330
Total Pages : 0 pages
Book Rating : 4.8/5 (73 download)

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Book Synopsis Aging in the Right Place by : Stephen M. Golant

Download or read book Aging in the Right Place written by Stephen M. Golant and published by Health Professions Press. This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Highlights the profound significance of where older people live and receive care. This book explores many pathways to thriving in old age, ranging from aging in place to moving to housing and care settings specially tailored to match a person's lifestyle and vulnerabilities.--Provided by publisher.

A Gude To Continuing Care Communities

Author : Bernice Hunt
Publisher : Square One Publishers, Inc.
ISBN 13 : 075705272X
Total Pages : 95 pages
Book Rating : 4.7/5 (57 download)

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Book Synopsis A Gude To Continuing Care Communities by : Bernice Hunt

Download or read book A Gude To Continuing Care Communities written by Bernice Hunt and published by Square One Publishers, Inc.. This book was released on 2013-04-30 with total page 95 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a complete guide to one of the most popular retirement options—Continuing Care Retirement Communities (CCRCs)—where you can enjoy life to the fullest, knowing that if you become ill, you’ll receive all the care you need. It explains what CCRCs are, how they operate, and what they offer. You’ll learn what to look for, what to steer clear of, what you have a right to expect, and how you can best make the transition when you move.