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A guide to elder planning : everything you need to know to protect your loved ones and yourself

Author: Steve Weisman
Publisher: Upper Saddle River, New Jersey : FT Press, [2013]
Edition/Format:   Book : English : Updated and revised editionView all editions and formats
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Genre/Form: Popular works
Document Type: Book
All Authors / Contributors: Steve Weisman
ISBN: 9780133091922 0133091929
OCLC Number: 809028539
Notes: Includes index.
Description: xiv, 364 pages : forms ; 23 cm
Contents: Asset protection. Insurance ; Homeowner's insurance ; Prenuptial agreements ; Bank accounts ; Trusts ; Homestead protection ; Fraudulent conveyances ; Assets protected by law ; Joint ownership ; Tenancy by the entirety ; Family limited partnerships --
Senior citizens and credit. Equal Credit Opportunity Act ; Credit reports ; Credit cards --
Substitute decision making. Power of attorney ; Durable power of attorney ; You and Will Robinson ; IRS dangers ; Health care proxy ; Free advice (and worth every penny) --
Estate planning. Wills ; Living trusts ; Incentive trusts ; Estate taxes ; State estate taxes ; Irrevocable life insurance trusts ; Charitable remainder trust ; Defective trusts ; Section 529 plans ; Planning for your pets ; Digital estate planning ; POD accounts ; Second marriages ; Estate planning for unmarried couples ; Now that you have a plan --
Investments. Mutual funds ; DRIPS ; Certificates of deposit ; Treasuries ; Annuities ; Your stock portfolio ; A few words on gold ; Final thoughts --
Income taxes. Marital status ; Parents and children ; Domestic partners ; The over-65 crowd ; Untaxed income ; Tax credits ; Social Security taxes ; Tax deductions ; Tax relief as big as a house ; I get by with a little help from my friends ; Now that you have prepared your taxes, what documents do you keep? ; Final words from deep in the heart of taxes --
Individual retirement accounts and 401(k)s. Traditional IRA ; Roth IRA ; Decisions, decisions ; The different path ; 401(k) ; Roth 401(k) ; Bad news/good news ; Choices ; Devil in the details ; How to exorcise the devil ; Beneficiary designation ; Conversion to a Roth IRA ; When does it make sense to convert a traditional IRA to a Roth IRA? ; Distribution ; Withdrawal pains ; Survivors --
Planning for the home. Reverse mortgages ; Keep it in the family ; Uncle Sam likes reverse mortgages ; Using reverse mortgages to pay for long-term care insurance ; Creative uses of reverse mortgages ; Counseling ; Bells and whistles ; Shared equity and appreciation fees ; Reverse mortgage fees ; For whom the reverse mortgage tolls ; The bottom line ; Mortgage prepayment ; Private mortgage insurance ; Refinancing ; Life estates ; Sell the home to the children --
Alternative housing. Retirement communities ; Important considerations in evaluating a continuing care retirement community ; Assisted living ; Legalities ; What's in a name? ; Accreditation ; Important considerations in evaluating an assisted-living facility ; A word of warning ; Location, location, location ; Check it out ; Security ; Hospitals ; The smell test ; Smoking ; Pet policy ; Transportation ; Do you get fries with that? ; What would Tim Russert ask? ; The fine print ; How do you pay? Checklist of important issues in considering an assisted-living facility or continuing care retirement community --
Long-term care. History ; Cost of long-term care ; Future cost of long-term care ; Financing long-term care ; Finding the money ; Another thing to think about ; Swap ; Other considerations ; Creative solutions ; Who is in jeopardy of a premium increase? ; Good news ; It pays to be married ; Group policies ; Deferred annuities ; Disability insurance ; Surf and turf ; Make the kids pay --
Social security. History ; Eligibility and benefit calculations ; Look for your annual statement ; Full retirement age ; Early or late retirement ; Show me the money ; A bird in the hand ; Over-under ; Take the money and run ; A work in progress ; Getting a larger check later ; Spousal benefits ; Income taxes ; Another reason to delay taking benefits ; COLAs ; Social Security retirement strategies ; Survivor's benefits ; Notch babies ; Social Security disability income ; Getting a copy of your record ; Overpayments ; Medicare and your application for Social Security benefits --
Medicare. The Medicare alphabet ; Managed care ; The fly in the ointment ; Where do you get your plan? ; When can you join or switch a plan ; What does it cost? ; The math ; Who is keeping score? ; Sticky little detail ; Don't cry for me Argentina : tiered drugs ; Exceptions process ; Penalty ; Tricare ; Things to consider when choosing a drug plan ; Don't give up the SHIP ; Medicare home healthcare ; Home healthcare services provided ; Post-hospital home healthcare ; Hospice care ; Premiums ; Enrollment ; Medicare D ; Medigap insurance ; Traditional Medicare of Medicare Advantage? ; Appeals --
Medicaid. Medicaid 101 ; Asset eligibility ; Life insurance ; Retirement planning ; Exceptions to transfer penalties ; Home improvement ; Consideration of income ; Protection from spousal impoverishment ; How much do you pay? ; Increasing the allowance for at-home spouses ; Medicaid planning ; Just say no ; Estate planning for the community spouse ; Estate and financial planning for the spouse in the nursing home ; Tactics for reducing assets without a Medicaid penalty ; Trust ; Protecting the home ; Tips for the home ; Tactics for increasing assets to achieve a greater spousal resource allowance ; Annuities ; Promissory notes; Do nothing strategy ; As if you don't have enough to worry about ; Partnership for long-term care ; Estate recovery ; Exceptions ; The latest information --
Veteran's benefits. Veterans eligible for Veterans Administration (VA) pension benefits ; Spouses and family members eligible for VA benefits ; Basic requirements for Veterans' benefits ; Pension benefits for war veterans and their families --
Being patient. Privacy and medical records ; Access to medical records--
by you and others --
Scams. Identity theft ; Affinity fraud ; The grandparent scam ; Social Security scams ; Medicare scams ; Charity scams ; Investment frauds ; Variable annuities ; Charitable gift annuities ; Churning ; Stranger-owned life insurance (SOLI) ; Sham tax forms ; Phony prizes ; Slavery reparations ; IRS impersonators ; Credit-card protection ; Chain letters ; Pyramid schemes ; Cramming ; Credit repair services ; Travel fraud ; Reloading ; Some good advice ; Identity theft from the dead ; A few tips --
End-of-life issues. Health care proxy ; Hospice care ; Organ donation ; Durable power of attorney ; Beneficiary designations ; Monetary needs ; Wills ; Planning your funeral ; Wills to live by.
Responsibility: Steve Weisman.

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Mutual funds ; DRIPS ; Certificates of deposit ; Treasuries ; Annuities ; Your stock portfolio ; A few words on gold ; Final thoughts -- Income taxes. Marital status ; Parents and children ; Domestic partners ; The over-65 crowd ; Untaxed income ; Tax credits ; Social Security taxes ; Tax deductions ; Tax relief as big as a house ; I get by with a little help from my friends ; Now that you have prepared your taxes, what documents do you keep? ; Final words from deep in the heart of taxes -- Individual retirement accounts and 401(k)s. Traditional IRA ; Roth IRA ; Decisions, decisions ; The different path ; 401(k) ; Roth 401(k) ; Bad news/good news ; Choices ; Devil in the details ; How to exorcise the devil ; Beneficiary designation ; Conversion to a Roth IRA ; When does it make sense to convert a traditional IRA to a Roth IRA? ; Distribution ; Withdrawal pains ; Survivors -- Planning for the home. Reverse mortgages ; Keep it in the family ; Uncle Sam likes reverse mortgages ; Using reverse mortgages to pay for long-term care insurance ; Creative uses of reverse mortgages ; Counseling ; Bells and whistles ; Shared equity and appreciation fees ; Reverse mortgage fees ; For whom the reverse mortgage tolls ; The bottom line ; Mortgage prepayment ; Private mortgage insurance ; Refinancing ; Life estates ; Sell the home to the children -- Alternative housing. Retirement communities ; Important considerations in evaluating a continuing care retirement community ; Assisted living ; Legalities ; What's in a name? ; Accreditation ; Important considerations in evaluating an assisted-living facility ; A word of warning ; Location, location, location ; Check it out ; Security ; Hospitals ; The smell test ; Smoking ; Pet policy ; Transportation ; Do you get fries with that? ; What would Tim Russert ask? ; The fine print ; How do you pay? Checklist of important issues in considering an assisted-living facility or continuing care retirement community -- Long-term care. History ; Cost of long-term care ; Future cost of long-term care ; Financing long-term care ; Finding the money ; Another thing to think about ; Swap ; Other considerations ; Creative solutions ; Who is in jeopardy of a premium increase? ; Good news ; It pays to be married ; Group policies ; Deferred annuities ; Disability insurance ; Surf and turf ; Make the kids pay -- Social security. History ; Eligibility and benefit calculations ; Look for your annual statement ; Full retirement age ; Early or late retirement ; Show me the money ; A bird in the hand ; Over-under ; Take the money and run ; A work in progress ; Getting a larger check later ; Spousal benefits ; Income taxes ; Another reason to delay taking benefits ; COLAs ; Social Security retirement strategies ; Survivor's benefits ; Notch babies ; Social Security disability income ; Getting a copy of your record ; Overpayments ; Medicare and your application for Social Security benefits -- Medicare. The Medicare alphabet ; Managed care ; The fly in the ointment ; Where do you get your plan? ; When can you join or switch a plan ; What does it cost? ; The math ; Who is keeping score? ; Sticky little detail ; Don't cry for me Argentina : tiered drugs ; Exceptions process ; Penalty ; Tricare ; Things to consider when choosing a drug plan ; Don't give up the SHIP ; Medicare home healthcare ; Home healthcare services provided ; Post-hospital home healthcare ; Hospice care ; Premiums ; Enrollment ; Medicare D ; Medigap insurance ; Traditional Medicare of Medicare Advantage? ; Appeals -- Medicaid. Medicaid 101 ; Asset eligibility ; Life insurance ; Retirement planning ; Exceptions to transfer penalties ; Home improvement ; Consideration of income ; Protection from spousal impoverishment ; How much do you pay? ; Increasing the allowance for at-home spouses ; Medicaid planning ; Just say no ; Estate planning for the community spouse ; Estate and financial planning for the spouse in the nursing home ; Tactics for reducing assets without a Medicaid penalty ; Trust ; Protecting the home ; Tips for the home ; Tactics for increasing assets to achieve a greater spousal resource allowance ; Annuities ; Promissory notes; Do nothing strategy ; As if you don't have enough to worry about ; Partnership for long-term care ; Estate recovery ; Exceptions ; The latest information -- Veteran's benefits. Veterans eligible for Veterans Administration (VA) pension benefits ; Spouses and family members eligible for VA benefits ; Basic requirements for Veterans' benefits ; Pension benefits for war veterans and their families -- Being patient. Privacy and medical records ; Access to medical records-- by you and others -- Scams. Identity theft ; Affinity fraud ; The grandparent scam ; Social Security scams ; Medicare scams ; Charity scams ; Investment frauds ; Variable annuities ; Charitable gift annuities ; Churning ; Stranger-owned life insurance (SOLI) ; Sham tax forms ; Phony prizes ; Slavery reparations ; IRS impersonators ; Credit-card protection ; Chain letters ; Pyramid schemes ; Cramming ; Credit repair services ; Travel fraud ; Reloading ; Some good advice ; Identity theft from the dead ; A few tips -- End-of-life issues. 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