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Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)
Download or read book California Guide to Tax, Estate & Financial Planning for the Elderly written by Stuart D. Zimring and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John J. Regan
Publisher : International Institute of Technology, Incorporated
ISBN 13 : 9780820512891
Total Pages : pages
Book Rating : 4.5/5 (128 download)
Download or read book Tax, Estate and Financial Planning for the Elderly written by John J. Regan and published by International Institute of Technology, Incorporated. This book was released on 1997-03-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Also available on Authority Tax & Estate Planning Law Library CD-ROM & Authority Elder Law Library CD-ROM. In addition, you can increase your library with Tax, Estate & Financial P
Author : John Regan
Publisher : McGraw-Hill/Irwin
ISBN 13 : 9780256163018
Total Pages : pages
Book Rating : 4.1/5 (63 download)
Download or read book Tax Estate and Financial Planning for the Elderly written by John Regan and published by McGraw-Hill/Irwin. This book was released on 1995-11 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Michael Gilfix
Publisher :
ISBN 13 : 9781579111427
Total Pages : pages
Book Rating : 4.1/5 (114 download)
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:
Author : John J. Regan
Publisher :
ISBN 13 : 9780820517742
Total Pages : pages
Book Rating : 4.5/5 (177 download)
Download or read book Tax, Estate & Financial Planning for the Elderly written by John J. Regan and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John J. Regan
Publisher :
ISBN 13 :
Total Pages : 1264 pages
Book Rating : 4.F/5 ( download)
Download or read book Tax, Estate & Financial Planning for the Elderly written by John J. Regan and published by . This book was released on 1985 with total page 1264 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : John J. Regan
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (85 download)
Download or read book Tax, Estate & Financial Planning for the Elderly written by John J. Regan and published by . This book was released on 1985 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David Goldfarb
Publisher : Lexis Nexis Matthew Bender
ISBN 13 : 9780820540665
Total Pages : pages
Book Rating : 4.5/5 (46 download)
Download or read book New York Guide to Tax, Estate & Financial Planning for the Elderly written by David Goldfarb and published by Lexis Nexis Matthew Bender. This book was released on 1999 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: 1 looseleaf volume.
Author : John J. Regan
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (85 download)
Download or read book Tax, Estate & Financial Planning for the Elderly written by John J. Regan and published by . This book was released on 1985 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Jerry A. Hyman
Publisher :
ISBN 13 : 9781588521491
Total Pages : 0 pages
Book Rating : 4.5/5 (214 download)
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.
Author : Dana Shilling
Publisher :
ISBN 13 : 9780872186019
Total Pages : 388 pages
Book Rating : 4.1/5 (86 download)
Download or read book Financial Planning for the Older Client written by Dana Shilling and published by . This book was released on 2001 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Keith R. Fevurly
Publisher : Publisher Services
ISBN 13 : 9780578721354
Total Pages : 268 pages
Book Rating : 4.7/5 (213 download)
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.
Author :
Publisher :
ISBN 13 :
Total Pages : 498 pages
Book Rating : 4.3/5 ( download)
Download or read book Estate and Financial Planning for the Aging and Incapacitated Client written by and published by . This book was released on 1992 with total page 498 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Darlene Smith
Publisher : John Wiley & Sons
ISBN 13 : 9780471333531
Total Pages : 250 pages
Book Rating : 4.3/5 (335 download)
Download or read book Advising the 60+ Investor written by Darlene Smith and published by John Wiley & Sons. This book was released on 1999-06-09 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.
Author : Dana Schilling
Publisher :
ISBN 13 : 9781954096417
Total Pages : 402 pages
Book Rating : 4.0/5 (964 download)
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.
Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1119559138
Total Pages : 359 pages
Book Rating : 4.1/5 (195 download)
Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2019-02-12 with total page 359 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.
Author : Lawrence A. Frolik
Publisher :
ISBN 13 :
Total Pages : 934 pages
Book Rating : 4.:/5 (43 download)
Download or read book Advising the Elderly Or Disabled Client written by Lawrence A. Frolik and published by . This book was released on 1992 with total page 934 pages. Available in PDF, EPUB and Kindle. Book excerpt:
