Ready For PREtirement: 3 Secrets for Safe Money and a Fabulous Future is a comprehensive guide to retirement planning. Writing a Will or Living Trust can be scary and confusing, but author Kris Miller breaks down all the big words into easy-to-understand worksheets and tools you can use now. She proves retirement planning is not just for seniors. Miller taps into her vast Estate Planning experience and explains why you should get your financial affairs in order now - even in your 20's, 30's or 40's.
Ready For PREtirement: 3 Secrets for Safe Money and a Fabulous Future is a comprehensive guide to retirement planning. Writing a Will or Living Trust can be scary and confusing, but author Kris Miller breaks down all the big words into easy-to-understand worksheets and tools you can use now. She proves retirement planning is not just for seniors. Miller taps into her vast Estate Planning experience and explains why you should get your financial affairs in order now - even in your 20's, 30's or 40's.
Kris Miller is a PREtirement and Living Trusts expert. For more than 20 years, she has lead PREtirement workshops to educate individuals and organizations about wise money management. Kris is a Certified Senior Advisor and a Chartered Federal Employee Benefits Consultant, roles that require her to stay up-to-date on the ever-changing financial rules that govern retirement planning.
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Dedication Acknowledgments Introduction The Unexpected Emotional and Financial Cost of the Death of a Loved One Let’s Begin: Are You Ready for PREtirement? Financial Security: Will Your Money Be There When You Need It? What You Will Learn in this Book Chapter 1: PREtirement Now—What Does It All Mean? Responding to Our Biggest Challenges Challenge 1: Being Part of the Sandwich Generation Challenge 2: Dealing with an Unexpected Catastrophic Illness and Long Term Care Challenge 3: Families and Money Challenge 4: Social Security and Taxes Challenge 5: Estate Planning Decisions and How They Affect Your Family and Friends Challenge 6: The Stock Market Myths that Just Won’t Die Challenge 7: Having Funds for a Secure and Comfortable Retirement Chapter 2: Retirement Planning—The Living Trust and Your Estate Planning Decisions Take Control of the Estate Planning Process The Difference Between a Will and a Trust Naming a Personal Representative Naming a Guardian for Your Minor Children Specific Distributions Children’s Shares—Creation of Trust(s) for Minor and/or Adult Children The Common Trust Terms of the Child’s Trust “Special Needs Trust” for a Disabled Child Ultimate Distributions Naming a Trustee Initial Trustees Successor Trustees Powers of Attorney Your Living Will Time for Changes: PREpare for PREtirement Estate Planning Tools for Charitable Giving Chapter 3: Long Term Care Options—Protection of Assets Option 1: Purchase Insurance Option 2: Protect Your Nest Egg—Buy an Annuity Option 3: Set Up a Reverse Mortgage State and Federal Government Intervention Chapter 4: Medicaid Planning—Entitlement Programs What is Medicaid? What is Covered by Medicaid? Applying for Benefits Medical Qualification Rules Income Qualification Rules Asset Qualification Rules Transferring Assets (Gifts) Estate Recovery Chapter 5: Financial Legacy and the Excellent PREtirement Choice No Risk, Just Reward Summary and Plan of Action About Kris Miller, ChFEBS, CSA, LDA Appendix Contents Appendix A Organization of Documents Appendix B Revocable Living Trusts Appendix C Checklist of Activities After a Death Appendix D Documents Checklist Appendix E Personal Information and Funeral Plans Appendix F Assets and Possessions Appendix G Family Medical Information PREtirement Glossary Helpful Internet Resources for Retirees, Aging Adults, and Caregivers
Dedication Acknowledgments Introduction The Unexpected Emotional and Financial Cost of the Death of a Loved One Let’s Begin: Are You Ready for PREtirement? Financial Security: Will Your Money Be There When You Need It? What You Will Learn in this Book Chapter 1: PREtirement Now—What Does It All Mean? Responding to Our Biggest Challenges Challenge 1: Being Part of the Sandwich Generation Challenge 2: Dealing with an Unexpected Catastrophic Illness and Long Term Care Challenge 3: Families and Money Challenge 4: Social Security and Taxes Challenge 5: Estate Planning Decisions and How They Affect Your Family and Friends Challenge 6: The Stock Market Myths that Just Won’t Die Challenge 7: Having Funds for a Secure and Comfortable Retirement Chapter 2: Retirement Planning—The Living Trust and Your Estate Planning Decisions Take Control of the Estate Planning Process The Difference Between a Will and a Trust Naming a Personal Representative Naming a Guardian for Your Minor Children Specific Distributions Children’s Shares—Creation of Trust(s) for Minor and/or Adult Children The Common Trust Terms of the Child’s Trust “Special Needs Trust” for a Disabled Child Ultimate Distributions Naming a Trustee Initial Trustees Successor Trustees Powers of Attorney Your Living Will Time for Changes: PREpare for PREtirement Estate Planning Tools for Charitable Giving Chapter 3: Long Term Care Options—Protection of Assets Option 1: Purchase Insurance Option 2: Protect Your Nest Egg—Buy an Annuity Option 3: Set Up a Reverse Mortgage State and Federal Government Intervention Chapter 4: Medicaid Planning—Entitlement Programs What is Medicaid? What is Covered by Medicaid? Applying for Benefits Medical Qualification Rules Income Qualification Rules Asset Qualification Rules Transferring Assets (Gifts) Estate Recovery Chapter 5: Financial Legacy and the Excellent PREtirement Choice No Risk, Just Reward Summary and Plan of Action About Kris Miller, ChFEBS, CSA, LDA Appendix Contents Appendix A Organization of Documents Appendix B Revocable Living Trusts Appendix C Checklist of Activities After a Death Appendix D Documents Checklist Appendix E Personal Information and Funeral Plans Appendix F Assets and Possessions Appendix G Family Medical Information PREtirement Glossary Helpful Internet Resources for Retirees, Aging Adults, and Caregivers
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