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Elder Law And Financial Strategies
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Book Synopsis Elder Law and Financial Strategies by : Jerry A. Hyman
Download or read book Elder Law and Financial Strategies written by Jerry A. Hyman and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The book covers federal as well as state-specific laws affecting the elderly and includes many essential forms for financial, health care, and estate planning, with detailed drafting tips.
Book Synopsis Tax, Estate & Financial Planning for the Elderly by : Michael Gilfix
Download or read book Tax, Estate & Financial Planning for the Elderly written by Michael Gilfix and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Representing the Elderly Client by : Thomas D. Begley (Jr.)
Download or read book Representing the Elderly Client written by Thomas D. Begley (Jr.) and published by Wolters Kluwer. This book was released on 2004-01-30 with total page 812 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you ready to go beyond advising and planning to actively advocating the interests of your elderly clients? You can be, with this two volume handbook from two veteran elder law advocates. In a systematic and practical fashion, the authors address each key practice issue and provide an overview of the basic rules and guiding statutes/regulations, in-depth analysis of elder law practice together with guiding case law, and step-by-step explanation of the advocacy process, revealing how law operates in the real world and where things can go wrong. Plus you'll get their practice-tested minisystem for effective advocacy. After an introductory section explores basic principles, Representing the Elderly Client: Law and Practice addresses the six areas you'll encounter most often: Medicaid Special Needs Trusts Medicare and Managed Care Elder Abuse Nursing Home and LTC Facilities Intra-family and Postmortem Advocacy for Elderly Clients and Heirs. Practice forms, flowcharts, and tables put all essential information at your fingertips. The forms contained in the Author's Advocacy Mini-systems will save you hours of preparation time. Start finding effective solutions to your elderly clients' problems with Representing the Elderly Client: Law and Practice. Along with your Representing the Elderly Client two-volume print set, you'll receive a FREE CD-ROM containing word processing documents used in handling some of elder law's most complex concerns.
Book Synopsis Ettinger on Elder Law Estate Planning by : Michael Ettinger
Download or read book Ettinger on Elder Law Estate Planning written by Michael Ettinger and published by CreateSpace. This book was released on 2010 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Elder Law Estate Planning" is a niche area of law which combines the features of elder law and estate planning that pertain most to the needs of the middle class. In 1991, AARP published a "Consumer Report on Probate" concluding that probate was a process to be avoided. That marked the end of traditional will planning and started the "living trust revolution." Since then, millions of people have set up trusts to: * Save time and money in settling the estate * Avoid legal guardianship if they become disabled * Avoid having their personal and financial matters made public * Reduce the chance of a "will contest" * Keep control in the family and out of the court system By 1990, the field of elder law also emerged to help people navigate the increased complexity of state Medicaid rules and regulations, the soaring costs of nursing home stays, and the fact that people were living considerably longer. Elder law and estate planning continue to grow independently of each other, sometimes to the detriment of clients. Estate planning lawyers are of little value when the estate plan to avoid probate fails to prevent a nursing home stay consuming all of the assets, because the lawyer is unfamiliar with elder law. On the other hand, elder law attorneys often protect assets but overlook basic estate planning issues such as saving taxes and keeping assets in the blood. The practice of Elder Law Estate Planning means: * Getting your assets to your heirs, in the best possible way, with least amount of taxes and legal fees * Keeping those assets in the blood for your grandchildren, and * Protecting your assets from the costs of long-term care and qualifying for government benefits available to pay for care. Middle class clients today need an "elder law estate planning attorney" to address their estate planning needs as well as to help with long-term care, disability and Medicaid issues as they arise.
Book Synopsis The Ultimate Retirement Guide for 50+ by : Suze Orman
Download or read book The Ultimate Retirement Guide for 50+ written by Suze Orman and published by Hay House, Inc. This book was released on 2020-02-25 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: The instant NEW YORK TIMES BESTSELLER WALL STREET JOURNAL BESTSELLER PUBLISHERS WEEKLY BESTSELLER USA TODAY BESTSELLER #1 PERSONAL FINANCE EXPERT Revised & Updated for 2023 THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE! Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back. Suze is America's most recognized personal finance expert for a reason. She's been dispensing actionable advice for years to people seeking financial security. Now, in this revised and updated Ultimate Retirement Guide for 50+, which reflects recent changes in retirement rules passed by Congress, Suze gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits, and more—starting where you are right now. Suze knows money decisions are never just about money. She understands your hopes, your fears, your wishes, and your desires for your own life as well as for your loved ones. She will guide you on how to let go of regret and fear, and with her unparalleled knowledge and unique empathy, she will reveal practical and personal steps so you can always live your Ultimate Retirement life. "I wrote this book for you," Suze says. "The worried, the fearful, the anxious. I know you need help navigating the road ahead. I've helped steer people toward happy and secure retirements my whole life, and that's exactly what I want to do for you."
Book Synopsis Planning for Disability by : Robert B. Fleming
Download or read book Planning for Disability written by Robert B. Fleming and published by . This book was released on 2024 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: " ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member"--Portfolio description (Page (iii)).
Book Synopsis Law Firm Accounting and Financial Management by : John P. Quinn
Download or read book Law Firm Accounting and Financial Management written by John P. Quinn and published by Law Journal Press. This book was released on 2001 with total page 934 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book covers topics such as: fundamentals of law firm financial information, with easy-to-understand examples of the data involved and financial management concepts.
Book Synopsis Elder Abuse Prevention by : Lisa Nerenberg, MSW, MPH
Download or read book Elder Abuse Prevention written by Lisa Nerenberg, MSW, MPH and published by Springer Publishing Company. This book was released on 2007-12-28 with total page 321 pages. Available in PDF, EPUB and Kindle. Book excerpt: "I found this book to be informative, well-researched, and well-thought out...The book is an asset to students, scholars, and seasoned practioners alike." --International Perspectives in Victimology "Lisa Nerenberg provides the first comprehensive look at elder abuse prevention trends and strategies. Drawing from existing models and examining salient factors, she outlines approaches to intervention that consider victims and perpetrators and engage communities and service systems. She also offers meaningful response to the many challenges endemic to elder abuse work. As a result, Lisa gives hope to the field." "Beginning as a grassroots advocate a quarter century ago in San Francisco, Lisa developed and tested many viable elder abuse prevention programs herself through the local elder abuse network before exploring best practices elsewhere. This unique evolution and perspective gives her the depth and breadth of understanding needed to write a book like this, able to resonate equally with adult protective service workers struggling to manage caseloads of vulnerable elders, law enforcement personnel trying to prosecute abusers, and academics searching for effective responses to the problem."-- --Georgia J. Anetzberger, PhD, ACSW Assistant Professor of Health Care Administration at Cleveland State University and Editor of the Journal of Elder Abuse & Neglect Recipient of the Legal Assistance for Seniors' "Leading the Fight for Seniors' Rights" annual award for 2007! Drawing from over twenty years of experience helping communities improve their response to elder abuse, Lisa Nerenberg describes what agencies, communities, tribes, states, and national organizations are doing to prevent abuse, treat its effects, and ensure justice. She further explores what remains to be done and offers a plan for the future. In doing so, she addresses the broader challenges of fortifying the long-term care, protective service, and legal systems to meet the new and imminent demands of a burgeoning elderly population. In short, the book is about making communities safer places to grow old. Ms. Nerenberg begins by exploring trends that have shaped or defined practice in the field of elder abuse prevention including the Supreme Court's Olmstead decision; a shift in focus from protecting to empowering victims; an increasingly multicultural elderly population; the "globalization" of the field; and heightened understanding of the "psychology of victimization" (or why victims do what they do and perhaps more importantly, why they often don't do what professionals think they should). She further describes eight models and theories on which practice has been based ranging from the widely recognized adult protective service and domestic violence prevention models to lesser-known approaches such as the family preservation and restorative justice models. She describes specific interventions and approaches that each model has contributed, their benefits and limitations, what is known about their impact, and factors that dictate what responses are appropriate to specific settings and situations. In addition to describing techniques used by individual practitioners, the author outlines strategies and services that agencies, communities, states, tribes, courts, and national organizations have designed, which include elder forensics centers, elder courts, family justice centers, elder shelters, "hybrid" multidisciplinary teams, fraud prevention programs, support groups, restorative justice programs, and culturally specific outreach campaigns. She details progressive public policy initiatives, which range from statutes that provide for the mandatory reporting of deaths in nursing homes, to efforts to improve the collection and distribution of restitution, to laws that address the role of undue influence in elder abuse.
Book Synopsis Understanding SSI (Supplemental Security Income) by :
Download or read book Understanding SSI (Supplemental Security Income) written by and published by DIANE Publishing. This book was released on 1998-03 with total page 65 pages. Available in PDF, EPUB and Kindle. Book excerpt: This publication informs advocates & others in interested agencies & organizations about supplemental security income (SSI) eligibility requirements & processes. It will assist you in helping people apply for, establish eligibility for, & continue to receive SSI benefits for as long as they remain eligible. This publication can also be used as a training manual & as a reference tool. Discusses those who are blind or disabled, living arrangements, overpayments, the appeals process, application process, eligibility requirements, SSI resources, documents you will need when you apply, work incentives, & much more.
Book Synopsis Estate Planning For Dummies by : N. Brian Caverly
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2003-03-07 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
Book Synopsis The New Savage Number by : Terry Savage
Download or read book The New Savage Number written by Terry Savage and published by John Wiley & Sons. This book was released on 2009-09-17 with total page 297 pages. Available in PDF, EPUB and Kindle. Book excerpt: Nationally known personal finance expert Terry Savage helps you answer the most important retirement questions During a time when looking to the future is more important than ever, author Terry Savage offers street smart advice for the many soon-to-be retirees wondering how much longer they will have to work to make up for the losses in their retirement accounts. The New Savage Number provides the strategic guidance and hands-on techniques necessary to plan a successful, satisfying retirement. Throughout the book, Savage helps you figure out how much money you need to retire-your savage number-and how to invest to reach that goal. Then, as retirement looms, she guides you through the process of planning withdrawals so the money lasts your entire lifetime. In between, Savage offers practical advice on everything from getting personal finances organized to insuring retirement plans against the disastrous need for long-term care. An informative, engaging book that future retirees of every age can utilize, The New Savage Number Contains updated chapters reflect the current economy including changes to the mortgage market and stock market performance Takes issues such as social security, long term insurance, and new investment risks into consideration Offers guidance on continuing to earn income in retirement Written with every retirement bound individual in mind, The New Savage Number, Second Edition provides you with the tools needed to rescue your retirement.
Book Synopsis Florida Elder Law by : Jerome Ira Solkoff
Download or read book Florida Elder Law written by Jerome Ira Solkoff and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Florida Elder Law, Medicaid Planning and Estate Planning by : John R. Frazier
Download or read book Florida Elder Law, Medicaid Planning and Estate Planning written by John R. Frazier and published by . This book was released on 2016 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning and Wealth Preservation by : Kathryn G. Henkel
Download or read book Estate Planning and Wealth Preservation written by Kathryn G. Henkel and published by . This book was released on 2003 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis How to Protect Your Life Savings from Catastrophic Illness and Nursing Homes by : Harley Gordon
Download or read book How to Protect Your Life Savings from Catastrophic Illness and Nursing Homes written by Harley Gordon and published by . This book was released on 1991 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: All retired people and their children should read this book: it provides sound legal strategies to protect personal assets from the financial drain of long-term care. Now a founding member of the National Academy of Elder Law Attorneys offers a new edition of this straightforward handbook, with up-to-date regulations for every state.
Book Synopsis Elder Law Portfolio by : Harry S. Margolis
Download or read book Elder Law Portfolio written by Harry S. Margolis and published by Wolters Kluwer. This book was released on 1995-12-31 with total page 3766 pages. Available in PDF, EPUB and Kindle. Book excerpt: In-depth, timely, and practical coverage of key issues in elder law practice. Written by outstanding elder law experts, this unique publication is the first place to look for detailed answers to pressing questions concerning Medicaid, long-term care planning, healthcare issues, trusts, powers, and guardianship -- every facet of today's elder law practice. Each portfolio has distinctive title and author. The series includes 28 portfolios to date.
Book Synopsis Elder Law Practice in Tennessee by : Timothy L. Takacs
Download or read book Elder Law Practice in Tennessee written by Timothy L. Takacs and published by LexisNexis. This book was released on 2023-04-28 with total page 1395 pages. Available in PDF, EPUB and Kindle. Book excerpt: Elder Law Practice in Tennessee covers all aspects of elder law as it currently exists in Tennessee. This one volume treatise addresses senior citizens and the law relevant to the legal practitioner and others providing allied services. Using this book as a guide, you can feel confident when: • planning for medical, financial, and quality of life decisions, • setting up a conservatorship, • making ethical considerations in elder law practice, • choosing housing options for an elderly client, and • planning for long-term care. The appendices include an Elder Law Planning Questionnaire for client use, a table of current public benefits figures, life estate and life expectancy tables, as well as a resource directory.
