Financial Planning For Elder Care

  financial planning for elder care: Tax, Estate & Financial Planning for the Elderly Michael Gilfix, Rebecca C. Morgan, David English, H. Amos Goodall (Jr.), 2019
  financial planning for elder care: How to Age in Place Mary A. Languirand, Ph.D., Robert F. Bornstein, Ph.D., 2013-09-03 The first authoritative and comprehensive guide to aging in place--a burgeoning movement for those who don't want to rely on assisted living or nursing home care--which allows seniors to spend their later years living comfortably, independently, and in their own home or community. For millions of Americans, living in a nursing home or assisted living facility is not how they’d prefer to spend their retirement years. This is why more and more people are choosing to “age in place.” In this empowering and indispensable book, clinical psychologists and aging specialists Mary Languirand and Robert Bornstein teach readers how, with planning and foresight, they can age with dignity and comfort in the place of their own choosing. How to Age in Place offers useful, actionable advice on financial planning; making your home physically safe; getting around; obtaining necessary services; keeping a healthy mind, body, and spirit; and post-retirement employment. A necessary resource for seniors, their adult children, and eldercare professionals, How to Age in Place is both a practical roadmap and inspirational guide for the millions of seniors who want to make their own decisions and age well.
  financial planning for elder care: Getting Your Affairs in Order , 1988
  financial planning for elder care: Aging with a Plan Sharona Hoffman, 2015-05-12 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.
  financial planning for elder care: Ettinger on Elder Law Estate Planning Michael Ettinger, 2010 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.
  financial planning for elder care: Seniors Guide To Retirement Mee Hotze, 2021-04-12 When it comes to getting care for your senior loved ones, you want to make sure they are getting the best compassionate care. Whether you are entering Retirement and want to be well prepared or you are caring for parents and need answers to elder care questions you will find the answers.
  financial planning for elder care: How to Protect Your Family's Assets from Devastating Nursing Home Costs K. Gabriel Heiser, 2006 Written by an elder law attorney with over 23 years experience, this book will help anyone with a family member faced with a long-term stay in a nursing home who wishes to preserve at least some of their assets by qualifying for the Medicaid program. You dont have to be broke to qualify! For the first time ever, the inside secrets of high-priced estate planning and elder law attorneys are revealed. Includes a summary of all income and asset rules for both married and single individuals, together with numerous examples and several case studies, which take the reader through the same thought processes that an experienced elder law attorney would go through when analyzing a real-life clients situation. The book includes tips on: how to title your home so you do not lose it to the state; how to make transfers to family members that wont disqualify you from Medicaid; how annuities make assets disappear; smart tricks for spending down your assets; what to change in your will to save thousands of dollars if your spouse ever needs nursing home care; avoiding the states reimbursement claim following the nursing home residents death; and much more. Completely up-to-date, the book includes the massive changes made by the Deficit Reduction Act of 2005 as well as the December 2006 Tax Relief and Health Care Act amendments.
  financial planning for elder care: Families Caring for an Aging America National Academies of Sciences, Engineering, and Medicine, Health and Medicine Division, Board on Health Care Services, Committee on Family Caregiving for Older Adults, 2016-12-08 Family caregiving affects millions of Americans every day, in all walks of life. At least 17.7 million individuals in the United States are caregivers of an older adult with a health or functional limitation. The nation's family caregivers provide the lion's share of long-term care for our older adult population. They are also central to older adults' access to and receipt of health care and community-based social services. Yet the need to recognize and support caregivers is among the least appreciated challenges facing the aging U.S. population. Families Caring for an Aging America examines the prevalence and nature of family caregiving of older adults and the available evidence on the effectiveness of programs, supports, and other interventions designed to support family caregivers. This report also assesses and recommends policies to address the needs of family caregivers and to minimize the barriers that they encounter in trying to meet the needs of older adults.
  financial planning for elder care: Long-Term Care Phyllis Shelton, 2003
  financial planning for elder care: Planning For Long-Term Care For Dummies Carol Levine, 2014-02-19 Expert advice on planning for your own or a relative’s future care needs As we live longer and healthier lives, planning for the long term has never been more important. Planning gives you more control, but it’s not easy to find accurate information and answers to your questions. That’s where AARP’s Planning For Long-Term Care For Dummies comes in. This comprehensive guide gives you questions to ask yourself and others about how best to achieve your goals, whether you have immediate needs or can take some time to sort out the possibilities. The book Covers home modifications so that you can stay at home safely for as long as you like Lays out the opportunities and costs associated with independent living, assisted living, and other options Gives you a range of driving and transportation alternatives Sorts out the various sources of care at home Helps you navigate the healthcare system Reviews the legal documents you should prepare and update Helps you determine whether you need long-term care insurance Offers checklists and other resources to help you make decisions Gives you guidance on how to talk to your family about sensitive issues If you're looking for trusted information on how to prepare for the future care needs for yourself or a relative, this sensitive, realistic, and authoritative guide will start you on the right road.
  financial planning for elder care: Mom and Dad, We Need to Talk Cameron Huddleston, 2019-06-25 Learn to start open, productive talks about money with your parents as they age As your parents age, you may find that you want or need to broach the often-difficult subject of finances. In Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances, you’ll learn the best ways to approach this issue, along with a wealth of financial and legal information that will help you help your parents into and through their golden years. Sometimes parents are reluctant to address money matters with their adult children, and topics such as long-term care, retirement savings (or lack thereof), and end-of-life planning can be particularly touchy. In this book, you’ll hear from others in your position who have successfully had “the talk” with their parents, and you’ll read about a variety of conversation strategies that can make talking finances more comfortable and more productive. Learn conversation starters and strategies to open the lines of communication about your parents’ finances Discover the essential financial and legal information you should gather from your parents to be prepared for the future Gain insight from others’ stories of successfully talking money with aging parents Gather the courage, hope, and motivation you need to broach difficult subjects such as care facilities and end-of-life plans For children of Baby Boomers and others looking to assist aging parents with their finances, Mom and Dad, We Need to Talk is a welcome and comforting read. Although talking money with your parents can be hard, you aren’t alone, and this book will guide you through the process of having fruitful financial conversations that lead to meaningful action.
  financial planning for elder care: Financial Planning for Senior Clients Dana Schilling, 2022-05-13 This book not only examines financial, tax, insurance, and estate planning considerations, it also provides guidance on healthcare choices including Medicare and Medicaid and housing options, such as assisted living and long term care. The guide also addresses issues related to employment, such as the timing of retirement, when to claim social security benefits, and tax issues around IRAs and 401ks. Also covered are the latest laws, such as the required minimum distribution changes and other effects of the Secure Act and the CARES Act. Case studies provide examples of the issues that retirees and their families face and how and financial planner can address them. Includes a template of questions to ask when discussion a financial plan with a senior client. This updated look at the Senior Client includes: Issues related to COVID 19, such as: the advantages and disadvantages of nursing home care or home health care, how senior living communities will need to change, such as increasing the use of outdoor space and designing ways to isolate seniors, the reuse of hotels closed because of COVID as senior communities, nursing home COVID reporting requirements, increased used of Silvertech (electronic and computerized devices that help seniors stay healthier and more connected) during the pandemic, changes to FMLA leave under the Families First Coronavirus Response Act, how isolation of seniors because of COVID has made it more difficult to identify elder abuse, financial exploitation of seniors during COVID, and the effect of the increased rate of seniors retiring as a result of COVID. Discussion of the Secure Act, including the new required minimum distribution (RMD) amounts, the higher age limits when RMDs must be taken, as well as requirement when beneficiaries are required to withdraw funds from inherited IRAs. Issues related to the CARES Act, including the suspension of foreclosures and extension of the Family Medical and Leave Act and new rules allowing increased withdrawls from a 401k without a premature distribution penalty. Analysis of the issues related to Long Term Care Insurance (LTCI), which covers nursing, social and rehabilitation services and hybrid LTCI. Estate planning for digital assets, including cryptocurrency and non-fungible tokens.
  financial planning for elder care: The Lawyer's Guide to Financial Planning Cynthia Sharp, 2014 This book is an essential resource for any lawyer committed to building and maintaining a strong and secure financial future. It outlines need to know information in clear and concise terms, and presents an actionable plan that leads to financial success.
  financial planning for elder care: Eldercare 101 Mary Jo Saavedra, 2023-07-19 An easy-to-understand guide for caregivers in a post-pandemic world who are adapting to the rapidly changing lifestyles and care needs of elders. The care and wellbeing of our seniors is paramount as we move out of the worst phase of Covid 19 and back to a more stable landscape, that is still subject to the vagaries of aging, illness, and capabilities. This Updated edition of Eldercare 101 has been expanded to include pandemic lessons, climate change impact on senior housing and relocation, new medical and technological advancements, new housing trends, multigenerational living, Zoom memorials, brain health, legal needs when you have no children or family, isolation and more. Using her Six Pillars of Aging Wellbeing™ framework, Mary Jo Saavedra and a variety of expert contributors explore the needs, desires, realistic circumstances, opportunities for healthy and safe aging, and end of life care … something we all need to think about at some time or another.
  financial planning for elder care: Paying for Long-Term Care Brad Simmons, Ben Rao, 2022-04
  financial planning for elder care: Essential Retirement Planning for Solo Agers Sara Zeff Geber, 2018-04-15 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.
  financial planning for elder care: Planning for Long Term Care United Seniors Health Council (USHC), 2002-05-09 Comprehensive overview of every kind of long-term care service; how to decide which option is best for you or your loved one; everything you need to know about your financial options.
  financial planning for elder care: Secure Your Legacy Richard J. Shapiro J.D., 2017-03-29 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.
  financial planning for elder care: A Bittersweet Season Jane Gross, 2011-04-26 Just a few of the vitally important lessons in caring for your aging parent—and yourself—from Jane Gross in A Bittersweet Season As painful as the role reversal between parent and child may be for you, assume it is worse for your mother or father, so take care not to demean or humiliate them. Avoid hospitals and emergency rooms, as well as multiple relocations from home to assisted living facility to nursing home, since all can cause dramatic declines in physical and cognitive well-being among the aged. Do not accept the canard that no decent child sends a parent to a nursing home. Good nursing home care, which supports the entire family, can be vastly superior to the pretty trappings but thin staffing of assisted living or the solitude of being at home, even with round-the-clock help. Important Facts Every state has its own laws, eligibility standards, and licensing requirements for financial, legal, residential, and other matters that affect the elderly, including qualification for Medicare. Assume anything you understand in the state where your parents once lived no longer applies if they move. Many doctors will not accept new Medicare patients, nor are they legally required to do so, especially significant if a parent is moving a long distance to be near family in old age. An adult child with power of attorney can use a parent’s money for legitimate expenses and thus hasten the spend-down to Medicaid eligibility. In other words, you are doing your parent no favor—assuming he or she is likely to exhaust personal financial resources—by paying rent, stocking the refrigerator, buying clothes, or taking him or her to the hairdresser or barber.
  financial planning for elder care: Health Care Without Medicare Joseph A. Jackson, 2000
  financial planning for elder care: Naked in the Nursing Home Harold Lustig, 2011-11-11 This is the no-nonsense guide that will give you everything you need to know about how to pay for long-term care for yourself, Mom or Dad without going broke. Naked in the Nursing Home adroitly weaves together both humor and hard-hitting facts to equip you and your elderly parents for the future. This book is authored by a financial advisor who specializes in working with the elderly and their familes, with new information from two of the leading elder law attorneys in the country. This book takes a look at the following critical information:- Defining long-term care in layman's terms- Common myths surrounding long-term care costs and options- How to identify and prevent a family financial crises- Understanding Medicaid and how to use it to your benefit- Alternatives in long-term care insurance and tax benefits- Special benefits for U.S. veterans
  financial planning for elder care: Financial Planning for the Older Client Dana Shilling, 2001
  financial planning for elder care: A Family Caregiver's Guide to Planning and Decision Making for the Elderly James A. Wilkinson, 1999 Collects checklists and forms for tracking essential information and advice on home safety, financial planning, assisted living, living wills, and eldercare organizations
  financial planning for elder care: Master Your Future Rajiv Nagaich, 2021
  financial planning for elder care: The Family Guide to Aging Parents Carolyn Rosenblatt, 2015-03-17 There are more than 43 million adult family caregivers caring for their aging parents and family members in the United States alone. While Boomers are about to enjoy retirement and the freedoms that come with a life well lived, the responsibility of caring for their aging parents is a key issue they unexpectedly face. The Boomer’s Guide to Aging Parents is the complete guide to help the caregiver understand the issues and be prepared for the realities. Covering everything from legal issues to what to do when your aging parent still wants to drive, The Boomer's Guide provides clear counsel for giving loving care and enjoying life after retirement.
  financial planning for elder care: Juggling Life, Work, and Caregiving Amy Goyer, 2015 One in four American adult face the challenges of caring for an adult friend or relative. Although caregiving can be a richly rewarding and joyful experience, the role comes with enormous responsibilities-- and pressures. This gentle guide provides practical resources and tips that are easy to find when you need them, whether you're caregiving day to day, planning for future needs, or in the middle of a crisis. Goyer offers insight, inspiration, and poignant stories and experiences of caregivers, including her own as a live-in caregiver for her parents.
  financial planning for elder care: Essentials of Personal Financial Planning Susan M. Tillery, Thomas N. Tillery, 2018-09-21 ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
  financial planning for elder care: The Caregiving Trap Pamela D. Wilson, 2015-10-06 The Caregiving Trap combines the authentic life and professional experience of Pamela D. Wilson, who provides recommendations for overwhelmed and frustrated caregivers who themselves may one day need care. The Caregiving Trap includes stories about Pamela's actual personal and professional experience along with end of chapter exercises to support caregivers. Common caregiving issues include: A sense of duty and obligation to provide care that damages family relationships Emotional and financial challenges resulting in denial of care needs Ignorance of predictive events that result in situations of crises or harm Delayed decision making and lack of planning resulting in limited choices Minimum standards of care supporting the need for advocacy
  financial planning for elder care: Retirement Guide For Seniors Keiko Deloera, 2021-04-12 When it comes to getting care for your senior loved ones, you want to make sure they are getting the best compassionate care. Whether you are entering Retirement and want to be well prepared or you are caring for parents and need answers to elder care questions you will find the answers.
  financial planning for elder care: A Guide to Elder Planning Steve Weisman, 2013-01-03 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!
  financial planning for elder care: The Mission-Driven Venture Marc J. Lane, 2015-01-20 Practical guidance to maximize financial results while driving positive social change The Mission-Driven Venture provides actionable guidance for leveraging the power of the marketplace to solve the world's most vexing social problems. Written by attorney and financial advisor Marc J. Lane, a renowned thought leader and expert on entrepreneurship, social enterprises, impact investing and entrepreneurial finance, this book reaches the full spectrum of interests represented at the intersection of business and social change. Whether a social entrepreneur, impact investor, socially conscious individual, or a nonprofit or foundation leader, any reader committed to social innovation can benefit from this practical roadmap to the rapidly developing arena of social enterprise. Through real-world accounts of the journeys and successes of mission-driven ventures, Lane effectively illustrates the transformative potential of social enterprise, inspiring the reader to be an agent of change. Among the many tools offered through The Mission-Driven Venture, readers will: Find functional guidance to move from idea to reality with a step-by-step guide to designing and implementing a successful mission-driven venture Assess the benefits and challenges of the business models and entity choices available to the social entrepreneur Examine the entrepreneurial linkages between nonprofits and for-profits Recognize governance issues that can arise when mission and profit objectives clash, and discover tools for managing them Explore evolving trends and developments in financing social enterprise Discover methods and tools for measuring and reporting social impact Develop an effective strategy for achieving both financial success and meaningful social impact
  financial planning for elder care: Encyclopedia of Behavioral Medicine Marc D. Gellman, J. Rick Turner,
  financial planning for elder care: Being My Mom's Mom Loretta Anne Woodward Veney, 2019-12-06 Being My Mom's Mom chronicles the author's journey with her Mom's dementia and is faithful, funny, heartbreaking and hopeful.
  financial planning for elder care: Laudato Si Pope Francis, 2015-07-18 “In the heart of this world, the Lord of life, who loves us so much, is always present. He does not abandon us, he does not leave us alone, for he has united himself definitively to our earth, and his love constantly impels us to find new ways forward. Praise be to him!” – Pope Francis, Laudato Si’ In his second encyclical, Laudato Si’: On the Care of Our Common Home, Pope Francis draws all Christians into a dialogue with every person on the planet about our common home. We as human beings are united by the concern for our planet, and every living thing that dwells on it, especially the poorest and most vulnerable. Pope Francis’ letter joins the body of the Church’s social and moral teaching, draws on the best scientific research, providing the foundation for “the ethical and spiritual itinerary that follows.” Laudato Si’ outlines: The current state of our “common home” The Gospel message as seen through creation The human causes of the ecological crisis Ecology and the common good Pope Francis’ call to action for each of us Our Sunday Visitor has included discussion questions, making it perfect for individual or group study, leading all Catholics and Christians into a deeper understanding of the importance of this teaching.
  financial planning for elder care: Creating a Happy Retirement Dr Ronald W. Richardson, Lois A. Richardson, 2013-05-10 Our life can be viewed as three stages. In the first, we are told what to do and when to do it by our parents and teachers. In the second, our employers give us directions, usually with set working hours. In the third stage, when we retire, what we do with our time and lives is something we must decide. The transition into retirement, with seemingly endless options, can be challenging. Most books on retirement concentrate on the financial aspects of retirement. This is book does not. This is a workbook crafted to help you plan your own life after work: both long-term and day-to-day. It does not tell you what to do; it provides you with the tools to create your own action plan. The book leads you and your partner through a series of exercises designed to help you understand and focus on what is important to you, and make the decisions which will help give your retirement years a structure. The book includes a access to a kit of forms and exercises; a workbook for planning your retirement.
  financial planning for elder care: Your Keys, Our Home Debbie and Michael Campbell, 2016-10 If you've ever dreamed of casting off your worldly possessions and traveling to your heart's content, this story about two intrepid seniors will inspire you no matter your age. Michael and Debbie Campbell felt they had one more adventure in them before considering retirement in the traditional sense, so they filled two rolling duffel bags with life's essentials (including their own pillows) and hit the road. Three years later, having sold their home in Seattle, their Senior Nomad lifestyle has no end in sight. Ride along as they share tales of living full-time in Airbnbs in over 50 countries and pay tribute to the many hosts who not only helped them live daily life, but also offered unique opportunities to experience their cities. From the barber's chair in Dublin and the dentist's chair in Split, to a wild motorcycle ride in Athens, a peek behind the Soviet Curtain in Transnistria, and the demise of a chicken for dinner in Marrakech, hosts made the Campbell's dream of adventure come true. Discover how Debbie and Michael find their next Airbnb, how they get there, and the many ways they enjoy their new city just as the locals do. Learn their tips and tricks for using Airbnb and how they get the most out of each stay, all while spending little more than they would have spent settled into their rocking chairs in Seattle.
  financial planning for elder care: Caring for Your Elderly Parents Bob Mauterstock, 2017-11-17 The Support You Need as You and Your Parents Face the Challenges of Aging If you are facing the challenge of having to make decisions on issues like long-term care and end-of-life concerns for your elderly parents, you are not alone. Caring For Your Elderly Parents offers insightful advice and support to the ever-growing population of Americans, now at 65 million people, or 29% of the U.S. population, who provide care for a chronically ill, disabled, or aged family member or friend. As our population ages, the care needs of our elderly parents continue to change and evolve. Today's families face new decisions and challenges. Author Bob Mauterstock gives you the information and support you need as you and your parents face the challenges of aging, no matter in what stage of the process you find yourselves. This resource covers how we can help our parents - and ultimately ourselves - plan for housing, healthcare, and financial security. The book covers pertinent issues facing baby boomers who can easily be overwhelmed by handing their aging loved one's affairs, such as: Helping elderly parents with estate planning and other important documents Determining what their parents' real wishes are and how they can honor them Feeling guilty or manipulated by parents or family members Discussing care and support a loved one will need in the hospital, hospice or assisted living Holding effective family meetings where all elder care issues are discussed Preventing elder fraud and elder abuse Finding help, especially if you live far away Managing the financial aspects Talking to elders about sensitive subjects Finding state and federal elder care resources Bob Mauterstock calls on over 30 years of experience as a financial advisor to share real-life situations he, his parents, and client faced and how they developed practical solutions to deal with them. He is co-owner of a new company, Plan4LifeNow.com, that trains financial advisors to become Elder Planning Specialists. Download this book today and get the information you need to navigate the maze of caring for your aging parents.
  financial planning for elder care: Planning for Disability Robert B. Fleming, Rebecca C. Morgan, 2024 ... addresses planning for disability from two perspectives: when the client is planning for the client's own disability or incapacity, and when the client is planning for the disability or incapacity of a family member. The Detailed Analysis discusses the various planning options available, based on whether the client is planning for the client's own disability or incapacity or for that of a family member--Portfolio description (Page (iii)).
  financial planning for elder care: Elder Law Portfolio Harry S. Margolis, 1995-12-31 In-depth, timely, and practical coverage of key issues in elder law practice. Written by outstanding elder law experts, this unique publication is the first place to look for detailed answers to pressing questions concerning Medicaid, long-term care planning, healthcare issues, trusts, powers, and guardianship -- every facet of today's elder law practice. Each portfolio has distinctive title and author. The series includes 28 portfolios to date.
  financial planning for elder care: Handbook of Geriatric Care Management Cathy Cress, 2007 This book is a reference which addresses the many settings that geriatric care managers find themselves in, such as hospitals, long-term care facilities, and assisted living and rehabilitation facilities. It also includes case studies and sample forms.
Elder Care: Planning Considerations - Fiduciary Trust
Some key areas to consider in planning for aging in retirement are living environment, health care, legal documents, and financial …

Aging well - Fidelity Investments
Financial decision-making ability peaks at approximately age 53, then declines into older adulthood. 3 Planning ahead for …

The Caregiver’s Guide to FINANCIAL PLANNING
financial skills are among the first symptoms to appear in the early stages of dementia. Sometimes caregivers assume this job …

Cheatsheets: Addressing Medical, Legal, & Financial Advance Care …
The following cheatsheets outline the key steps I recommend older adults and families pursue, to complete basic advance care …

Appendix 9: FINANCIAL CHECKLIST FOR OLDER ADULTS
If you are a caregiver or an adult transitioning into later life, the following checklist is meant to help target areas of …

ELDER CARE PLANNING - frontierinvest.com
Frontier encourages a forward thinking, well-constructed financial plan to address elder care (see below). Charles Schwab or TD …

A Guide to Elder Care Options ELDER CARE handbook - ICDST
Financial planning is an essential part of growing older. Most Americans will enroll in some type of retirement plan offered by …

ELDER LAW & LONG-TERM CARE PLANNING - Financial Planning …
What is Elder Law? Wills v. Heirship Proceedings. Executors v. Administrators. Annuities are no longer allowed. Get to …

Elder Care: Planning Considerations - Fiduciary T…
Some key areas to consider in planning for aging in retirement are living environment, health care, legal documents, and financial and estate planning. Below we will go into …

Aging well - Fidelity Investments
Financial decision-making ability peaks at approximately age 53, then declines into older adulthood. 3 Planning ahead for important decisions and support can help your loved ones continue …

The Caregiver’s Guide to FINANCIAL PLANNING
financial skills are among the first symptoms to appear in the early stages of dementia. Sometimes caregivers assume this job without having adequate experience handling …

Cheatsheets: Addressing Medical, Legal, & Financial …
The following cheatsheets outline the key steps I recommend older adults and families pursue, to complete basic advance care planning for healthcare, legal issues, and financial issues. …

Appendix 9: FINANCIAL CHECKLIST FOR OLDER ADU…
If you are a caregiver or an adult transitioning into later life, the following checklist is meant to help target areas of financial or other concerns about which you worry.