A Guide to Elder Planning

A Guide to Elder Planning

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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!Once again, using its gift for language, when the IRS says that the payments must be made over the life expectancy of ... the most used exception for avoiding the penalty for early withdrawal is the exception for a first-time home buyer. ... The reason for its relevance is that the IRS has rules that permit you to take as much as a $10, 000 early distribution from your IRA, without penalty, to help buy a home .

Title:A Guide to Elder Planning
Author:Steve Weisman
Publisher:FT Press - 2013-01-03


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