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!

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.

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.

Continuing Care Retirement Communities

Author : Robin Tetlow
Publisher : Policy Press
ISBN 13 : 9781859354537
Total Pages : 59 pages
Book Rating : 4.3/5 (545 download)

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Book Synopsis Continuing Care Retirement Communities by : Robin Tetlow

Download or read book Continuing Care Retirement Communities written by Robin Tetlow and published by Policy Press. This book was released on 2006 with total page 59 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 1999, the Joseph Rowntree Foundation opened the UK's first continuing care retirement community in New Earswick, York. Further retirement communities have followed and whilst such schemes have a number of obvious benefits, difficulties frequently arise with the planning applications; for example, concerning Use Class classification (C2 or C3), locational sustainability and Green Belt/open countryside policies. This is a comprehensive manual; providing information on continuing care retirement communities to enable planners to have a better understanding of their characteristics and including guidelines to encourage the development of such schemes. Published with support from the Planning Officers Society, the guide will be a valuable resource for planners and others working in local authorities, housing associations, retirement housing development and care provision. It will also be of value to councillors and others with an interest in these matters.

Continuing Care Retirement Communities Provisional

Author : Robin Tetlow
Publisher :
ISBN 13 : 9781859354544
Total Pages : pages
Book Rating : 4.3/5 (545 download)

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Book Synopsis Continuing Care Retirement Communities Provisional by : Robin Tetlow

Download or read book Continuing Care Retirement Communities Provisional written by Robin Tetlow and published by . This book was released on 2006-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides information on care retirement communities to enable planners to have an understanding of their characteristics, and includes guidelines to encourage the development of such schemes. This guide is useful for planners and others working in local authorities, housing associations, retirement housing development and care provision.

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.

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:

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.

Packing For Retirement

Author : James L. Flanagan
Publisher : Gatekeeper Press
ISBN 13 : 1642373222
Total Pages : 210 pages
Book Rating : 4.6/5 (423 download)

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Book Synopsis Packing For Retirement by : James L. Flanagan

Download or read book Packing For Retirement written by James L. Flanagan and published by Gatekeeper Press. This book was released on 2019-03-22 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: Packing for Retirement is a must-read for anyone who is planning on retiring or who has recently retired. This easy-to-read book is complete with information that everyone needs to know about retirement planning, what this life transition means now and what it is likely to mean in the future . Packing for Retirement provides you with a roadmap to planning a successful and happy retirement. Longevity is changing the way we live the later part of life and as a result, we need the financial tools and resources to live our best lives. The author identifies the 10 most critical questions any retiree must answer, and helps the reader to understand the biggest risk in retirement - health, then demonstrates the ways in which a person can protect what they have worked for with insurance strategies and sound estate planning advice. This book includes self-assessments, check lists, sample form templates and most importantly, an action plan for every person planning to retire or navigating retirement. If you are between the ages of 50-70 and want to know about the inner workings of health care, taxes, IRAs, income planning and long-term care you must read this book. WARNING! The contents of this book have the possibility to change your life. Implement a few of these strategies and enjoy your ability to earn more, worry less while capitalizing on your longevity bonus.

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.

The Complete Legal Guide to Senior Care

Author : Brette McWhorter Sember
Publisher : SphinxLegal
ISBN 13 : 157248229X
Total Pages : 338 pages
Book Rating : 4.5/5 (724 download)

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Book Synopsis The Complete Legal Guide to Senior Care by : Brette McWhorter Sember

Download or read book The Complete Legal Guide to Senior Care written by Brette McWhorter Sember and published by SphinxLegal. This book was released on 2003 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: Navigates the world of health-care services and long-term care facilities for the reader or for the reader's aging parents

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.

Continuing Care Retirement Communities

Author : North Carolina. Department of Insurance
Publisher :
ISBN 13 :
Total Pages : 56 pages
Book Rating : 4.:/5 (232 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 2007 with total page 56 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Senior's Guide to Retirement Planning

Author : Miller Holmes
Publisher : Independently Published
ISBN 13 :
Total Pages : 108 pages
Book Rating : 4.7/5 (558 download)

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Book Synopsis A Senior's Guide to Retirement Planning by : Miller Holmes

Download or read book A Senior's Guide to Retirement Planning written by Miller Holmes and published by Independently Published. This book was released on 2021-10-29 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: An Amazing Guide To Retirement Planning! Retirement planning may be both exciting and worrisome. It's critical to create a detailed retirement plan as you prepare to live on a fixed income. We'll go over some important things to think about as you get closer to retirement in this book. You'll learn how to create a budget, evaluate your assets, and maximize your resources in order to achieve financial stability in the years ahead. Get to know: Everything you need to know about retirement communities with continuing care The five most important housing options to explore What you need to do while making a retirement spending plan How to examine your retirement threats The most important retirement mistakes to avoid How your social security benefits you and what affects it How to plan for possible retirement complications And so much more

The Lawyer's Retirement Planning Guide

Author : Susan A. Berson
Publisher : American Bar Association
ISBN 13 : 9781604427158
Total Pages : 280 pages
Book Rating : 4.4/5 (271 download)

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Book Synopsis The Lawyer's Retirement Planning Guide by : Susan A. Berson

Download or read book The Lawyer's Retirement Planning Guide written by Susan A. Berson and published by American Bar Association. This book was released on 2010 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical book provides guidance on investing your money to produce sufficient funds for the lifestyle you want to lead, and then on managing your retirement withdrawals so that your money will last you a lifetime. You'll discover how you can combat inflation, plan for expenses, and protect against overall portfolio risks.

An Estate Planner's Guide to Qualified Retirement Plan Benefits

Author : Louis A. Mezzullo
Publisher : Real Prop, Trust, Estate ABA
ISBN 13 :
Total Pages : 198 pages
Book Rating : 4.F/5 ( 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 Real Prop, Trust, Estate ABA. This book was released on 2002 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed for the non-ERISA specialist who engages in estate planning on a somewhat regular basis and can be used by trust officers, financial planners, CPAs, insurance professionals, as well as lawyers.