The Solo Ager Estate Plan

The Solo Ager Estate Plan PDF

Author: Anthony S Park

Publisher:

Published: 2020-05-21

Total Pages: 80

ISBN-13:

DOWNLOAD EBOOK →

"This is one of those books where one little line could save you loads of money. Money you didn't even know you could really lose until one of those "court-appointed strangers" arrives in the picture" ✰✰✰✰✰ Amazon ReviewerThis easy-to-read Amazon-Bestseller guide answers all your questions about trust and estate essentials for single, childless seniors: Who are Solo Agers? Why Solo Agers need a different estate plan How the Solo Ager estate plan protects you, no just your heirs When are Solo Agers "vulnerable?" What is a court-appointed stranger, and why should you avoid them? How to secure your legacy Why you should always leave inheritance in trust funds How to choose the right trustee for your legacy When should you start your estate plan? What are the steps in the estate planning process? How much should estate planning cost? Readers love this book!"I have worked as a legal secretary for a long time and know there are things that need to be done before something happens to you, and then of course, it is clearly out of your hands" ✰✰✰✰✰ Amazon Reviewer "I particularly enjoyed ... the many examples that explain what it would be like without a well thought-out estate plan vs. one with such a plan" ✰✰✰✰✰ Amazon Reviewer "I was shocked to learn just how ruthless the world can be when it comes to money. The book gives examples of how family, the government, and banks can take advantage of someone." ✰✰✰✰✰ Amazon Reviewer

Essential Retirement Planning for Solo Agers

Essential Retirement Planning for Solo Agers PDF

Author: Sara Zeff Geber

Publisher: Mango Media Inc.

Published: 2018-04-15

Total Pages: 212

ISBN-13: 1633537692

DOWNLOAD EBOOK →

A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.

Estate Planning 101

Estate Planning 101 PDF

Author: Vicki Cook

Publisher: Simon and Schuster

Published: 2021-08-03

Total Pages: 272

ISBN-13: 1507216408

DOWNLOAD EBOOK →

Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Aging with a Plan

Aging with a Plan PDF

Author: Sharona Hoffman

Publisher: Bloomsbury Publishing USA

Published: 2015-05-12

Total Pages: 219

ISBN-13:

DOWNLOAD EBOOK →

This book offers a concise, comprehensive resource for middle-aged readers who are facing the prospects of their own aging and of caring for elderly relatives—an often overwhelming task for which little in life prepares us. Everyone ages, and nearly everyone will also experience having to support aging relatives. Being prepared is the best way to handle this inevitable life stage. This book addresses a breadth of topics that are relevant to aging and caring for the elderly, analyzing each thoroughly and providing up-to-date, practical advice. It can serve as a concise and comprehensive resource read start-to-finish to plan for an individual's own old age or to anticipate the needs of aging relatives, or as a quick-reference guide on specific issues and topics as relevant to each reader's situation and needs. Using an interdisciplinary approach, Aging with a Plan: How a Little Thought Today Can Vastly Improve Your Tomorrow develops recommendations for building sustainable social, legal, medical, and financial support systems that can promote a good quality of life throughout the aging process. Chapters address critical topics such as retirement savings and expenses, residential settings, legal planning, the elderly and driving, long-term care, and end-of-life decisions. The author combines analysis of recent research on the challenges of aging with engaging anecdotes and personal observations. By following the recommendations in this book, readers in their 40s, 50s, and early 60s will greatly benefit from learning about the issues regarding aging in the 21st century—and from investing some effort in planning for their old age and that of their loved ones.

The Single Woman's Guide to Retirement

The Single Woman's Guide to Retirement PDF

Author: Jan Cullinane

Publisher: John Wiley & Sons

Published: 2012-09-05

Total Pages: 182

ISBN-13: 1118283007

DOWNLOAD EBOOK →

AWARDS: Silver Living Now Book Award, Mature Living/Aging 2014 (Silver) If you’re one of the 25 million single women over the age of 45 living in the United States today, AARP’s The Single Woman’s Guide to Retirement is your new best friend. Walking you through the challenges of retired or pre-retired life, from managing your finances to staying healthy in body, mind, and spirit, dealing with divorce, and even looking for love or work, the book covers the issues that really matter to you. Whether you’re looking for a retirement home or planning a cruise, this book is packed with specific details to help take the guesswork out of retirement. Author and retirement expert Jan Cullinane has gathered real-life stories from women just like you to illustrate your options and give you fresh new ideas about how to make the most of your retirement years.

Estate Planning for Same-sex Couples

Estate Planning for Same-sex Couples PDF

Author: Joan M. Burda

Publisher: American Bar Association

Published: 2004

Total Pages: 220

ISBN-13: 9781590313824

DOWNLOAD EBOOK →

The legal landscape concerning same-sex relationships is changing. It is vital for lawyers to stay on top of these changes. Attorneys who represent lesbian and gay clients must provide creative estate planning that protects both parties to the relationship, their children and their future. This new book provides estate planning lawyers with an introduction to the issues faced by lesbian and gay clients. Also provided are forms and documents on CD-ROM that lesbian and gay clients need to prepare as part of a complete estate plan.

Aging Alone

Aging Alone PDF

Author: Ruth Alvarez

Publisher: Createspace Independent Publishing Platform

Published: 2017-07-19

Total Pages: 332

ISBN-13: 9781548984632

DOWNLOAD EBOOK →

What concerns do you have as you grow older without a spouse or partner by your side? Are you worried that you might outlive your money, or have nowhere to turn if you become seriously ill or hurt or want to make new friends in your age group? This book will help you find answers to those questions and more. Ms. Alvarez also is the author of CCRCs: Find the Right Continuing Care Retirement Community for Yourself Or a Loved One

IRAs, 401(k)s & Other Retirement Plans

IRAs, 401(k)s & Other Retirement Plans PDF

Author: John C. Suttle

Publisher:

Published: 2006

Total Pages:

ISBN-13: 9781413305371

DOWNLOAD EBOOK →

IRAs, 401(k)s & Other Retirement Plans helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print. It covers the different types of retirement plans -- including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities -- and the taxes and penalties that can deplete your nest egg.

Who Will Take Care of Me When I'm Old?

Who Will Take Care of Me When I'm Old? PDF

Author: Joy Loverde

Publisher: Thorndike Press Large Print

Published: 2018

Total Pages: 681

ISBN-13: 9781432850166

DOWNLOAD EBOOK →

"Published in 2018 by arrangement with Da Capo Press, a subsidiary of Hachette Book Group, Inc."--Title page verso.