Tax Estate Financial Planning For The Elderly PDF Download

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Tax, Estate and Financial Planning for the Elderly

Tax, Estate and Financial Planning for the Elderly
Author: John J. Regan
Publisher: International Institute of Technology, Incorporated
Total Pages:
Release: 1997-03-06
Genre: Estate planning
ISBN: 9780820512891

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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


Financial Planning for the Older Client

Financial Planning for the Older Client
Author: Dana Shilling
Publisher:
Total Pages: 388
Release: 2001
Genre: Business & Economics
ISBN: 9780872186019

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Planning for the Elderly: A Financial Guide to Aging

Planning for the Elderly: A Financial Guide to Aging
Author: Keith R. Fevurly
Publisher: Publisher Services
Total Pages: 268
Release: 2020-08
Genre: Business & Economics
ISBN: 9780578721354

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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.


Elder Law Answer Book

Elder Law Answer Book
Author: Robert B. Fleming
Publisher:
Total Pages: 872
Release: 2000
Genre: Business & Economics
ISBN:

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Written by nationally-known elder law practitioner Robert Fleming, The Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law; long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly--and presents this information in a thoroughly integrated, easy-access reference. Chapter highlights include: Estate planning And The elderly Key relationships between retirement planning and estate planning Commonly used approaches to ease tax burdens and preserve their wealth Medicaid and long-term care planning Special trusts useful To The elderly Guardianship and conservatorship Probate and trust administration Practice management Retirement planning, including both qualified and non-qualified plans IRA's And The new distribution rules and much more!