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Long Term Care Planning Guide 9th Ed. 1999

Phyllis R. Shelton

Long Term Care Planning Guide 9th Ed. 1999 Phyllis R. Shelton List Price: $19.95
By: Shelton Marketing Services, Inc.
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Subjects -> Business & Investing -> Personal Finance -> Estate Planning

Editorial Review:

The ultimate handbook for LTC insurance presents practical, third party information in clear, easy-to-understand language - then personalizes the information by explaining how to customize benefits for those shopping for a policy or how to evaluate an existing policy. This 167 page reference guide contains a special section with information on justification of inflation coverage and an explanation of virtually every policy feature on the market today that is not available in any other publication. The 1999 edition features new sections on The Cost of Waiting and Savings vs. LTC Insurance. The Long-Term Care Planning Guide continues to receive national exposure because the information is so current ... Health Care Reform, recent policy developments, Medicaid eligibility and the increasing efforts surrounding transfer of assets legislation, Medicare Supplement and the current year's Medicare program information.

Additional sections cover the importance of LTC insurance as a company benefit, plus a special section on the LTC Partnership Programs available in several states and a chapter on alternatives to the standalone LTC policy such as accelerated death benefits, reverse mortgages as well as the increasingly popular single premium life insurance/long-term care policies and LTC annuities.

In only moments after receiving your copy and looking through this in-depth and thoughtfully written volume of information, you will see why people refer to the Long-Term Care Planning Guide as the consumer resource for long-term care financing.

Protecting Your Money

Theodore E. Hughes, David Klein

Protecting Your Money Theodore E. Hughes, David Klein List Price: $14.95
By: Alyson Books
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Customer Reviews:
Total reviews: 1 Average rating: 5.0 of 5

Excellent practical and useful approach to estate planning 5 out of 5 stars.
0 of 0 people found this review helpful.

Despite its somewhat misleading title, this is an excellent book for all kinds of people, gay, lesbian, or straight, who are involved in estate planning and settlement. The examples are useful and the information is presented clearly. Excellent resource for a difficult task.

WealthBuilding: Investment Strategies for Retirement and Estate Planning

David R. Reiser, Robert L. DiColo, Andrea R. Reiser, Hugh M. Ryan

WealthBuilding: Investment Strategies for Retirement and Estate Planning David R. Reiser, Robert L. DiColo, Andrea R. Reiser, Hugh M. Ryan Amazon Price: $24.95
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By: John Wiley & Sons, Inc.
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Customer Reviews:
Total reviews: 13 Average rating: 4.0 of 5

Editorial Review:

As seen on CNBC, ABC, PBS, CNN, and Bloomberg

"The personal orientation to financial affairs described in [WealthBuilding] should appeal to the prospective investor who may otherwise be hesitant to traverse this daunting landscape." --Estate Planning magazine

"Written by two veteran financial planners, this 'don't-do-it-yourself' book is designed to empower the reader by explaining when (and why) professional advice is necessary." --Working Money magazine

"Reiser and DiColo have hit the nail right on the head. A 'don't-do-it-yourself' book that will guide professionals and novice investors on the path to wealth creation." --Dr. Robert Goodman, Managing Director and Senior Economic Advisor, Putnam Investments

REAL-LIFE FINANCIAL STRATEGIES FOR TRUE WEALTH
WealthBuilding is the book for everyone who dreams of having what they want, whether it be a secure retirement with the standard of living they are accustomed to or a vacation home large enough to accommodate all the grandchildren. This book features real-life wealth stories of 31 investors ranging from young, single professionals to middle-aged job-hoppers to retired seniors and shows how they are planning and managing their wealth successfully and intelligently. WealthBuilding will empower individual investors by offering innovative investment strategies and showing people how to pick financial advisors and form effective partnerships with these professionals.

Asset protection guidebook for attorneys, financial planners & accountants

Jay W Mitton

Asset protection guidebook for attorneys, financial planners & accountants Jay W Mitton By: National Seminars and Education Institute
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Subjects -> Law -> Business -> Product Liability

Where There's a Will: A Guide for the Executor or Administrator of the Estate of a Decedent

F. William, Jr. Bauers

Where There's a Will: A Guide for the Executor or Administrator of the Estate of a Decedent F. William, Jr. Bauers Amazon Price: $23.66
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By: Edgewood Publishing Company
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Customer Reviews:
Total reviews: 6 Average rating: 4.0 of 5

This books is written clearly and it is user-friendly. 5 out of 5 stars.
27 of 28 people found this review helpful.

Where There's A Will is written in a clear and usable style. The pages are large which make the book easier to read and to lay open. The information is presented succintly, logically and sequentally. How to Settle An Estate (a smaller book which would naturally require more pages for equal content) was published in 1986 and some of the information is out of date. Comparing the number of pages is not as important as the comparison of content. How to Settle an Estate is more difficult to read and follow. This book was authored by two professors and appears to be taken from lectures to their law classses over a period of time. There is repetition and the entire text would have to be read more than once in order to follow it. For an ordinary grieving person who is appointed as an executor to an estate, Where There's a Will is more readily understandable and more immediately applicable to the situation at hand.

Far inferior to the competition 1 out of 5 stars.
22 of 23 people found this review helpful.

This book was a great disappointment. It is far inferior to its main competitor, "How to Settle an Estate" by Plotnick and Leimberg. There just isn't very much information in it. The text is only 103 pages long, with large margins and not much print on each page versus 273 dense pages for Plotnick and Leimberg. The rest of the book is appendices containing filled-in forms, with 2 extra pages per form for an appendix title page and a reverse blank page. Compare Plotnick and Leimberg's detailed discussion of the Form 706 estate tax return with Bauers's advice: "see a CPA". Or the glossary: 3 sparse pages in Bauers versus 17 dense pages in Plotnick and Leimberg.

Or compare a specific glossary item, the definition of "executor":

Bauers: a person designated by will to administer the estate of the deceased.

Plotnick and Leimberg: The person named by the deceased in her will to manage the decedent's affairs; the personal representative of the decedent who stands in the shoes of the decedent, pays the debts and taxes, and makes distribution of the remaining property to the beneficiaries and heirs.

For anyone facing the task of being an executor, the choice is clear - and the better book is cheaper, too!

Managing Family Trusts: Taking Control of Inherited Wealth

Robert A. Rikoon

Managing Family Trusts: Taking Control of Inherited Wealth Robert A. Rikoon Amazon Price: $34.75
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By: Wiley
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Customer Reviews:
Total reviews: 1 Average rating: 4.0 of 5

Trust How-To's for Givers, Heirs, and Professionals 4 out of 5 stars.
14 of 14 people found this review helpful.

Although written primarily for financial planning professionals, this book is very accessible for individuals seeking guidance for creating and managing personal wealth via trusts. Readers will learn how the development of mega-banks and baby-boomer wealth has changed the nature of trust management. The authors (principals of investment advisory firms) include many helpful questionnaires and decision trees that will help with the planning process, both for existing trusts and for those developing new trusts. Sophisticated readers may find the lack of thorough footnoting disappointing.

Editorial Review:

/IManaging Family Trusts/N is an uncompromising, nuts-and-bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. /IManaging Family Trusts/N provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider's view of how this world operates and details its unique challenges and rewards.

Planning for the Future: Providing a Meaningful Life for a Child with a Disability After Your Death

L. Mark Russell; Arnold Grant

Planning for the Future: Providing a Meaningful Life for a Child with a Disability After Your Death L. Mark Russell; Arnold Grant List Price: $89.95
By: Planning for the Future, Inc.
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Customer Reviews:
Total reviews: 2 Average rating: 4.5 of 5

Amazing Book on Future Planning 5 out of 5 stars.
28 of 28 people found this review helpful.

I just wanted to share this book with those who may be interested. It is so detailed - I have never seen so much information in one place in my entire life about future planning for a child with a disability. The first section just blew me away - the second and third - same thing. I look forward to finishing the remaining 400 pages of this whopper of a book (which is 642 pages in length). This book has already answered every single question that I've ever had about the future, in regards to my son, who has Autism. I would venture to say that the education that I have received in the first 240 pages makes it worth every single penny - and then some. Everything from the differences in housing options to caregiver options to community living to managing finances to specifying your child's joys so that they may continue after your death (even down to writing a letter of intent which specifies that your child likes to bowl or go to the movies!). Over and over again I've seen the authors stress how important it is to GET INPUT FROM THE PERSON WITH THE DISABILITY and to TELL THE PEOPLE WHO YOU EXPECT TO CARE FOR YOUR CHILD about your decisions, which involve them. Readers are prodded to write a "letter of intent" and to revise it each year so that it's always current and changes with the needs of your child. The book is expensive but if you're looking into this topic, I would highly recommend making this purchase before consulting an attorney or hiring someone blindly. Please note that this is not my "formal" review but is my way of sharing this book NOW instead of waiting until I'm completely finished.
Jackie D. Igafo-Te'o, Bridges4Kids

Editorial Review:

The completely revised and greatly expanded 5th edition of Planning for the Future: Providing a Meaningful Life for a Child with a Disability After Your Death discusses all the steps that parents should take to assure a secure and happy life for their disabled son or daughter.

The Complete Living Will Kit (+ CD-ROM) (How to Write Your Own Living Will)

Edward Haman

The Complete Living Will Kit (+ CD-ROM) (How to Write Your Own Living Will) Edward Haman Amazon Price: $17.12
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Editorial Review:

Control Your Critical Health Care Decisions

The Complete Living Will Kit is an easy-to-use guide to preparing your own living will without the expense of an attorney. A living will, along with a health care power of attorney, provides your family and doctors with instructions for your health care and ensures that your wishes are followed-even if you are unable to speak for yourself. Inside, learn how easy it is to prepare all the documents you may ever need. Simple instructions and samples walk you through filling out your own forms and giving your family the power to carry out your health care wishes.

Write the Best Living Will for You
With step-by-step instructions and sample filled-in forms, you can easily personalize the documents to express exactly what you want to happen if you ever become incapacitated.

Ensure Complete Coverage
Learn about other valuable health care documents, including health care powers of attorney and do not resuscitate orders, that guide your family and doctors in the case of an emergency.

Direct Your Doctors
Ensure that your doctors follow your specific wishes and make the health decisions you want-no matter the situation.

Prepare Your Specific Needs
State-by-state listings covering every state’s laws and specifically sanctioned forms make this book your one-stop guide for preparing the precise documentation you need.

Share Your Decisions
Learn the importance of notifying your family and friends of your decisions and providing your health care agents with all the necessary information-before it is too late.

Modify Forms for Your Needs
Find all the essential forms on the accompanying CD-ROM and modify each form to say exactly what you want.

Making your health care wishes known has never been easier.

Nolo's Law Form Kit: Wills (Nolo's Law Form Kit : Wills, 2nd ed)

Denis Clifford, Lisa Goldoftas

Nolo's Law Form Kit: Wills (Nolo's Law Form Kit : Wills, 2nd ed) Denis Clifford, Lisa Goldoftas List Price: $24.95
By: Nolo.com
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Editorial Review:

This kit provides users with a legally valid will, quickly and easily. Step-by-step instructions show how to fill out all forms, select beneficiaries, assign an executor, and choose a guardian for minor children. Includes all the necessary forms with line-by-line instructions. Good in all states except Louisiana.

Estate Planning Made Easy, Third Edition

David T. Phillips, Bill S. Wolfkiel

Estate Planning Made Easy, Third Edition David T. Phillips, Bill S. Wolfkiel Amazon Price: $17.12
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Customer Reviews:
Total reviews: 2 Average rating: 4.0 of 5

Editorial Review:

Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.

Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless.

Features:
* Changes to Tax Legislation
* How seniors can best plan for Medicare and Medicaid
* How to obtain the best cash flow with an equity-rich home
* Tax legislation regarding 401k’s IRA’s, and pensions
* Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances
* Premium financing of life insurance
* Information on social security, private annuities, and state inheritance tax


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