Baby Boomer's Guide to Estate and Medicaid Planning

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Publisher :
ISBN 13 : 9780965793629
Total Pages : 260 pages
Book Rating : 4.7/5 (936 download)

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Book Synopsis Baby Boomer's Guide to Estate and Medicaid Planning by : Jon A. Iverson

Download or read book Baby Boomer's Guide to Estate and Medicaid Planning written by Jon A. Iverson and published by . This book was released on 2005 with total page 260 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher :
ISBN 13 : 9781733931038
Total Pages : 384 pages
Book Rating : 4.9/5 (31 download)

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Book Synopsis Get Your Ducks in a Row by : Harry S Margolis

Download or read book Get Your Ducks in a Row written by Harry S Margolis and published by . This book was released on 2020-03-10 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher :
ISBN 13 : 9781733931007
Total Pages : 454 pages
Book Rating : 4.9/5 (31 download)

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Book Synopsis Get Your Ducks in a Row by : Harry S Margolis

Download or read book Get Your Ducks in a Row written by Harry S Margolis and published by . This book was released on 2019-06-04 with total page 454 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Author :
Publisher : Wiley
ISBN 13 : 9780471387626
Total Pages : 305 pages
Book Rating : 4.3/5 (876 download)

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Book Synopsis Estate Planning for Baby Boomers and Retirees by : Stewart H. Welch, III

Download or read book Estate Planning for Baby Boomers and Retirees written by Stewart H. Welch, III and published by Wiley. This book was released on 1998-01-15 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : Baby Boomer Pub
ISBN 13 : 9780977851409
Total Pages : 212 pages
Book Rating : 4.8/5 (514 download)

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Book Synopsis Everything a Baby Boomer Should Know by : Mark S. Cornwall

Download or read book Everything a Baby Boomer Should Know written by Mark S. Cornwall and published by Baby Boomer Pub. This book was released on 2006-03 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher :
ISBN 13 :
Total Pages : 193 pages
Book Rating : 4.:/5 (123 download)

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Book Synopsis Everything a Baby Boomer Should Know Before Talking to an Attorney by : Mark S. Cornwall

Download or read book Everything a Baby Boomer Should Know Before Talking to an Attorney written by Mark S. Cornwall and published by . This book was released on 2006 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning for Baby Boomers and Retirees

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Author :
Publisher : Wiley
ISBN 13 : 9780471387626
Total Pages : 324 pages
Book Rating : 4.3/5 (876 download)

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Book Synopsis Estate Planning for Baby Boomers and Retirees by : Stewart H. Welch, III

Download or read book Estate Planning for Baby Boomers and Retirees written by Stewart H. Welch, III and published by Wiley. This book was released on 1998-01-15 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : iUniverse
ISBN 13 : 0595457770
Total Pages : 180 pages
Book Rating : 4.5/5 (954 download)

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Book Synopsis Asset Protection Planning for Seniors by : Michael A Babiarz

Download or read book Asset Protection Planning for Seniors written by Michael A Babiarz and published by iUniverse. This book was released on 2007-09 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : Linden Publishing
ISBN 13 : 1610350936
Total Pages : 274 pages
Book Rating : 4.6/5 (13 download)

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Book Synopsis Next Steps by : Jan Collins

Download or read book Next Steps written by Jan Collins and published by Linden Publishing. This book was released on 2009-08-01 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

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Publisher : Key Porter
ISBN 13 : 9781552633465
Total Pages : 213 pages
Book Rating : 4.6/5 (334 download)

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Book Synopsis Everything You Need to Know about Estate Planning by : Kevin Wark

Download or read book Everything You Need to Know about Estate Planning written by Kevin Wark and published by Key Porter. This book was released on 2001 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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)

Estate Planning: The Heroes Way for Baby Boomers

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Publisher : Baby Boomer Publishing
ISBN 13 : 9780977851423
Total Pages : 352 pages
Book Rating : 4.8/5 (514 download)

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Book Synopsis Estate Planning: The Heroes Way for Baby Boomers by : Mark S. Cornwall

Download or read book Estate Planning: The Heroes Way for Baby Boomers written by Mark S. Cornwall and published by Baby Boomer Publishing. This book was released on 2008-08-01 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESTATE PLANNING: The Heroes Way for Baby Boomers, is a one-of-a-kind book that answers the question: How do you help people stare mortality in the face, and enjoy it as they plan the distribution of their legacy after death? This book provides you George Washington as a modern hero, with surefooted steps exploring and explaining every angle of the death and inheritance system. The Heroes Way, tells you which Revocable Trust may be right for you. If you do not like the plan, that's great! At least, you are thinking for yourself, and know what you are talking about. You will be learning how you want to create your trust, not the way someone else deems is right. That means you understand how "credit shelter trusts" work. Then you can get the job done.

The Baby Boomers' Retirement Survival Guide

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Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781479161966
Total Pages : 0 pages
Book Rating : 4.1/5 (619 download)

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Book Synopsis The Baby Boomers' Retirement Survival Guide by : Rich Paul

Download or read book The Baby Boomers' Retirement Survival Guide written by Rich Paul and published by Createspace Independent Publishing Platform. This book was released on 2013-08-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: An informational survival guide for retirees and pre-retirees looking to develop investment, income tax, and estate plans to last the rest of their lives.

The Boomer Burden

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Publisher : HarperChristian + ORM
ISBN 13 : 1418566357
Total Pages : 255 pages
Book Rating : 4.4/5 (185 download)

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Book Synopsis The Boomer Burden by : Julie Hall

Download or read book The Boomer Burden written by Julie Hall and published by HarperChristian + ORM. This book was released on 2008-06-01 with total page 255 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to advise Baby Boomers how to deal with the daunting task of facing a parents' eventual passing as it relates to residential contents, heirlooms, and the often difficult family interactions and feuds that accompany them. With fascinating stories and comprehensive checklists, professional estate liquidator Julie Hall walks Baby Boomers through the often painful challenge of dividing the wealth and property of their parents' lifetime accumulation of stuff. From preparation while the parent is still living through compassionately helping them empty the family home, The Estate Lady® gives invaluable tips on negotiating the inevitable disputes, avoiding exploitation from scam artists, and eventually closing the chapter of their lives in a way that preserves relationships and maximizes value of assets.

Baby Boomer Survival Guide, Second Edition

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Publisher : Humanix Books
ISBN 13 : 1630061565
Total Pages : 317 pages
Book Rating : 4.6/5 (3 download)

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Book Synopsis Baby Boomer Survival Guide, Second Edition by : Barbara Rockefeller

Download or read book Baby Boomer Survival Guide, Second Edition written by Barbara Rockefeller and published by Humanix Books. This book was released on 2021-03-30 with total page 317 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fully updated and revised survival guide – including up-to-date changes due to life with Covid-19 – for Baby Boomer generation entering retirement! Baby Boomer Survival Guide, Second Edition: Live, Prosper, and Thrive in Your Retirement is the premier roadmap to retirement for anyone focused on financial security. This is a comprehensive, easy-to-understand guide that covers all the significant financial, healthcare, and lifestyle-related considerations today's Baby Boomer generation needs to know. This essential happiness handbook to financial & health security includes key topics: How to Live a Long, Happy, Healthy Life Expanding Your Interests, Hobbies, Social Network, Community Involvement & Quality Time with Family Where to Live & Where to Travel What to Do With Your Extra Years Strategies for Not Outliving Your Savings Financial Planning and Investing: Rules for Success Taking Advantage of the Trump Tax Cuts Homeownership vs. “Real Estate” & Renting vs. Buying WORKING in Retirement Social Security Optimization Strategies Having a Medicare Game Plan Key Questions and Answers to Long-Term Care Why You Should Think About Inheritance Wills, Trusts & Taking Care of Your Family A little planning and foresight can go a long way toward making sure your hopes and ideals for retirement don’t collide with harsh economic, financial, and health-related realities. Baby Boomer Survival Guide will give you the wherewithal to make your retirement the rich-est, most fulfilling chapter in the book of your life — for yourself and your loved ones.

Senior Resources: Guide to Navigating Medicaid, Estate Planning, and Senior Services

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Author :
Publisher :
ISBN 13 : 9781649459527
Total Pages : pages
Book Rating : 4.4/5 (595 download)

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Book Synopsis Senior Resources: Guide to Navigating Medicaid, Estate Planning, and Senior Services by : Yoni Markhoff

Download or read book Senior Resources: Guide to Navigating Medicaid, Estate Planning, and Senior Services written by Yoni Markhoff and published by . This book was released on 2020-05-29 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A layman's guide to navigating the difficult waters of Medicaid Planning in Florida, Estate Planning, Probate, Guardianship, Senior Mental Health Therapy, and Senior Placement services. Designed for those who need some guidance for their parents who need a Nursing Home, Assisted Living Facility, or Home Health Care.

Estate Planning Smarts

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Publisher : Djworking Unlimited Incorporated
ISBN 13 : 9780615453668
Total Pages : 0 pages
Book Rating : 4.4/5 (536 download)

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Book Synopsis Estate Planning Smarts by : Deborah L. Jacobs

Download or read book Estate Planning Smarts written by Deborah L. Jacobs and published by Djworking Unlimited Incorporated. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This best-selling book for baby boomers and their parents covers all the ramifications of the 2010 estate tax overhaul" (Publishers).

Boomer Or Bust

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Publisher : Prentice Hall
ISBN 13 : 9780131881761
Total Pages : 0 pages
Book Rating : 4.8/5 (817 download)

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Book Synopsis Boomer Or Bust by : Steve Weisman

Download or read book Boomer Or Bust written by Steve Weisman and published by Prentice Hall. This book was released on 2006-08 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This financial guide shows readers what to expect upon retirement, what changes in Social Security, Medicare, and Medicaid mean, and how to make these changes work to their advantage.