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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.
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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.
Produktdetails
- Produktdetails
- Verlag: Morgan James Publishing
- Seitenzahl: 192
- Erscheinungstermin: 1. August 2012
- Englisch
- Abmessung: 229mm x 152mm x 11mm
- Gewicht: 287g
- ISBN-13: 9781614481256
- ISBN-10: 1614481253
- Artikelnr.: 34468835
- Verlag: Morgan James Publishing
- Seitenzahl: 192
- Erscheinungstermin: 1. August 2012
- Englisch
- Abmessung: 229mm x 152mm x 11mm
- Gewicht: 287g
- ISBN-13: 9781614481256
- ISBN-10: 1614481253
- Artikelnr.: 34468835
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.
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
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
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