Focused on the legal documents that every elder should have prepared and on other legal situations that affect the elderly, this book encourages paralegals to consider not only the legal, but the social, physical, and psychological needs and challenges of their elderly clients. Includes questionnaires, checklists, resource lists, and other materials for working interactively with clients. Initial Interview. Advance Directives. Wills. Guardianships. Patients' rights in Healthcare Decision Making. Entitlement Programs. Managed Care and Long-Term Care Insurance. Viatical Settlements. Living Facilities for the Elderly. Financial Planning. Social Security. Elder Abuse. Resources for the Elder Law Team. For paralegals.
Sorting Out Life's Complexities: What You Really Need to Know about Taxes, Wills, Trusts, Powers of Attorneys, Retirement Plans, Health...
The Roth IRA All Qualified Distributions Are Tax Free from a Roth IRA This much talked about IRA features tax free accumulation of investment earnings like most other retirement plans . The Roth IRA differs from the traditional IRA ...
Florida Estate Planning
Wills Trust 94 Sup
Wills, Trusts, and Estates
Family Wealth Transactions: Wills, Trusts, and Estates, Second Edition. 1982 supplement
Estate and Gift Tax Digest: 1985 cumulative supplement no. 1, including expanded coverage of subchapter J--income taxation of trusts and...
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Provides the fundamentals of personal insurance and personal financial planning for insurance professionals who can use the information to better serve their clients as well as manage their own loss exposures and financial planning ...
Explains how probate works and what a living trust can do that a will cannot. Illustrates simple ways to avoid probate and save hundreds of dollars.