Florida Elder Law, Medicaid Planning and Estate Planning

Florida Elder Law, Medicaid Planning and Estate Planning PDF

Author: John R. Frazier

Publisher:

Published: 2016-09-16

Total Pages: 98

ISBN-13: 9780990794004

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The Right Advice and a Trustworthy Guide Too often, seniors and their families struggle with planning for elder care. Many are simply overwhelmed by the amount of information available, both online and in print. This book serves as a starting point to help you understand what is involved to legally protect assets, life savings, your spouse and your future as you age¿and to pass your legacy on to your loved ones. Included in Florida Elder Law, Medicaid Planning and Estate Planning: Introduction to Elder Law, Medicaid Planning and Estate Planning The Importance of Long-Term Care Planning and Estate Planning Florida Elder Law Florida Medicaid Planning Florida Estate Planning Veterans Benefits Selection of an Assisted Living Facility (ALF) or Nursing Home The Unlicensed Practice of Law in Florida

A Guide to Elder Planning

A Guide to Elder Planning PDF

Author: Steve Weisman

Publisher: FT Press

Published: 2013-01-03

Total Pages: 501

ISBN-13: 0133092003

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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!

Secure Your Legacy

Secure Your Legacy PDF

Author: Richard J. Shapiro J.D.

Publisher: Archway Publishing

Published: 2017-03-29

Total Pages: 200

ISBN-13: 1480844950

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Imagine building a new home without a set of blueprintssounds absurd, doesnt it? Its no different than creating an estate plan without establishing planning goals, but far too often people engage in estate planning without thinking about what they want to accomplish. In Secure Your Legacy, attorney Richard J. Shapiro tackles the daunting aspects of estate planning and elder law. He answers questions such as: How do you determine if you need a will or a trust (or both)? Whats the difference between a revocable and irrevocable trust? How do you protect assets if you need long-term care? How do you reduce your exposure to estate taxes? He also shares tips on planning for a child with special needs, transferring a business, and ensuring a beloved pet is taken care of if you die or become incapacitated. He also explains why you should never create an estate plan online. Filled with real-world examples, this guide gives you the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

Ettinger on Elder Law Estate Planning

Ettinger on Elder Law Estate Planning PDF

Author: Michael Ettinger

Publisher: CreateSpace

Published: 2010

Total Pages: 134

ISBN-13: 9781453832059

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"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.

Get Your Ducks in a Row

Get Your Ducks in a Row PDF

Author: Harry S. Margolis

Publisher:

Published: 2023-04-14

Total Pages: 0

ISBN-13: 9781733931090

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NEWLY UPDATED 2023 EDITION If you're over 55, you probably know you need an estate plan. What you might not know is how to create one. Questions about cost, confusion about options, and difficulty talking about subjects like disability and death can make the process of preparing for the future seem overwhelming. That's probably why most people put it off-even though the results of doing nothing can sometimes be devastating. What you need is a guide that explains the process clearly and comprehensively, in terms you can understand and actually use. Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning tells you everything you ever wanted (or perhaps never wanted) about estate planning. Written by elder law and estate planning expert Attorney Harry S. Margolis, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning takes you through the estate planning process step by step. Whether you're currently creating a plan, getting ready to start, or looking for an explanation of documents you've already signed, this book will provide the information you need, including: Answers to the most common estate planning questions Common estate planning terms demystified The five (or six or seven) essential documents everyone over 55 needs (and how to fill them out) An overview of more complex estate planning scenarios Help deciding when it's time to consult an attorney And more... Featuring practical advice and easy-to-follow examples gleaned from the author's 30-plus years of experience in elder law and estate planning, Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning will help you take control, make a plan, and ensure your family-and yourself-a secure and comfortable future.

Estate Planning For Dummies

Estate Planning For Dummies PDF

Author: N. Brian Caverly

Publisher: John Wiley & Sons

Published: 2011-03-08

Total Pages: 397

ISBN-13: 1118053958

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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.