Baby Boomer's Guide to Estate & Medicaid Planning: Planning for Yourself and Your Parents

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Stonemark Publishing Company, 2005 - Business & Economics - 238 pages
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While estate and Medicaid planning can be overwhelming and intimidating, this resource demystifies all the complexities with an emphasis on lifetime planning—health care powers of attorney, living wills, financial powers of attorney, long-term care insurance, and guardianships. Living trusts are discussed in detail, including fiduciary duties, the manner in which trusts are taxed, and the characteristics of trusts versus wills. The ins and outs of long-term care insurance, such as the likelihood of coverage needs and the effect of inflation on costs and benefits, are also explained. Finally, an extensive section on Medicaid provides succinct information for families of wealthy and modest means.

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Contents

Wills
14
Avoiding Probate via Joint Tenancy
25
Annuities
37
Copyright

10 other sections not shown

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About the author (2005)

\Jon A. Iverson, JD has practiced law for more than 30 years and is an active member of the Oregon State Bar Association, including the Elderlaw Section and the Estate Planning and Administration Section. He lives in Medford, Oregon.

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