Download or read book Estate Planning for the Sandwich Generation written by Catherine Hodder and published by Hodderink. This book was released on 2018-06-16 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you a member of the Sandwich Generation? Do you care for your kids and worry about your aging parents? This book will help you with 10 easy steps to creating your estate plan and guide you on 5 "talks" to have with your parents about their future.

Download or read book The Sandwich Generation written by Jacqui Brauman and published by . This book was released on 2017-07-15 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning for people who find themselves feeling responsible for ageing elderly parents, as well as looking after adult children (with adult children still living at home, or their adult children are starting to have children). This generation is sandwiched between the other generations, feeling responsible for both, and having to make sure everyone's affairs are in order.

Download or read book Asset Protection Planning for Seniors written by Michael A Babiarz and published by iUniverse. This book was released on 2007-09 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: As the Baby Boomer generation ages and the sandwich generation is stressed between caring for children and caring for parents, questions are cropping up all across the nation: How can I protect the nest egg I've worked so hard to create? What happens to my assets if I die unexpectedly? Will I be able to afford long-term care? In Asset Protection Planning for Seniors, attorney Michael A. Babiarz shares numerous examples of the real-life problems that aging Americans face today. This is not another confusing form book or technical manual. Asset Protection Planning for Seniors is a simple, helpful guide, filled with examples aimed at addressing the basic concerns of older Americans-you! Stop worrying and start learning about: Nursing homes Medicaid planning Wills Trusts Probate Avoiding family problems Protecting inheritance Powers of attorney

Download or read book The Sandwich Generation written by Craig Lytle and published by Christian Faith Publishing, Inc.. This book was released on 2019-07-18 with total page 89 pages. Available in PDF, EPUB and Kindle. Book excerpt: Above all, love one another deeply, because love covers a multitude of sins. ""1 Peter 4:8 Stuck in the Middle is interesting and packed with proven ideas to help you save time and money! Finally a book that provides you with the truth, filtering the noise which can overwhelm us. When we don't know what to do, the fear of making mistakes can be paralyzing. It is no one's business to know nor judge your decisions. Readers will - gain clarity, a sense of belonging to a large, empathetic community of people, who share similar concerns and face similar challenges; - build confidence and a feeling of empowerment; - learn where to turn for help; - move at their own pace; - maintain confidentiality; - enjoy the action item checklists found at the end of each chapter. Craig has seen mistakes made which damaged relationships and wasted valuable resources. He has written Stuck in the Middle to help people honor and respect the wishes and desires of an elder while dealing with the scarcity of time and money. On one hand, we want to do everything within our power to be there for our parents and children. On the other hand, we know that it is an unreasonable ideal. The stories and resources in this book will help readers to stay calm and continue forward.

Download or read book The Sandwich Generation written by Ronald J. Burke and published by Edward Elgar Publishing. This book was released on 2017-02-24 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Rising life expectancy has led to the growth of the ‘Sandwich Generation’ – men and women who are caregivers to their children of varying ages as well as for one or both parents whilst still managing their own household and work responsibilities. This book considers both the strains and benefits of this position.

Download or read book The Sandwich Generation s Guide to Eldercare written by Danielle Schultz Dresden, MEd, CRC and published by Demos Medical Publishing. This book was released on 2013-09-25 with total page 223 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gold Winner, 2013 Foreword Reviews IndieFab Book of the Year Awards, Family & Relationships Category A practical, accessible, and comprehensive guide to the legal, financial, emotional and daily living challenges of caring for aging parents while raising your own family. If you are caring for an elderly loved one while raising a child, you may feel overwhelmed and unprepared. The Sandwich Generationís Guide to Eldercare, written by three experts with extensive professional and personal experience with eldercare, provides the information and resources you need to make important decisions, balance your responsibilities, and ensure your elders well-being as well as your own. It includes how to: Create a good eldercare plan and the key financial, healthcare, and legal documents you should have executed Choose the right level of care and ease the transition, including how to avoid the most common mistakes people make in this process Find the best ways to help elderly loved ones maintain their independence and dignity Navigate the maze of government agencies and benefits Involve other family members while minimizing tension or conflict Prevent caregiver burnout and deal with the strain on family life, children, and relationships With useful checklists, worksheets, step-by-step action plans, lists of questions to ask, and a robust resources section, you'll have everything you need to care for your family.

Download or read book Building a Legacy of Love written by Christy Byrne Yates and published by Yes, LLC. This book was released on 2021-03-18 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Christy addresses the needs of parents squeezed between two generations. Topics include difficult conversations, grief, talking to children about death, and caregiver self-care. It includes a Self-Assessment, resources, and diagrams.

Download or read book Money Matters Avoid Getting Sandwiched Out of Retirement written by Veronica Karas and published by Money Matters. This book was released on 2021-12 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Sandwich Generation refers to people typically in their thirties or forties, responsible for bringing up their children, saving and accumulating wealth for themselves, and caring for their aging parents. The goal: make sure you can afford your own retirement (however that looks for you), while also taking care of your loved ones along the way. It seems like a daunting task, but with the help of this creative and informative guide, you will learn the necessary insight to achieve your financial goals! Meet Jen and Jack. They have now been married for six years; they have two beautiful children, a lovely home, run the finances of their household jointly, and are dealing with being a part of The Sandwich Generation. They are figuring out how to save for both college and retirement. Jen and Jack also face the very likely scenario where they will need to help Jack's parents as they age. In addition, Jack has decided to start a business and is overwhelmed with all the financial decisions involved. Whether you are like Jen and Jack or whether you have different goals for the future, the fundamental principles of financial security remain the same. Throughout this book, the author guides you on Jen and Jack's journey, but at each stage, you also will be considering the variety of alternatives you may be facing in your life. You may not fit all parts of this - perhaps your parents have done their own financial planning, and you will never have to take care of them, or you may never want to have children. If that is the case, please feel free to take what applies to you and discard everything that does not. This book is organized topically, so it can easily serve as a reference guide for you to make key decisions in areas that may be new or unfamiliar. Whatever your goals may be, this book will help you achieve them!

Download or read book We Can Do This written by Lorraine (Lorrie) Morales and published by FriesenPress. This book was released on 2020-02-01 with total page 131 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical, conversational and authentic, this timely book by Lorraine Morales, is a must-read for the increasing number of people with aging parents. The book partners Lorrie’s journey and real-life stories with essential facts, take-aways, and practical advice to help caregivers and their loved ones make realistic, knowledgeable, and simple decisions before they’re in a crisis. Focused on Alberta but applicable to all Canadians, Lorrie’s insights touch on everything from organizing medical information to choosing a nursing home. Readers will benefit from the wealth of knowledge shared by the author, and they will feel encouraged and equipped to do what needs to be done. We Can Do This! offers Lorrie’s personal story to help others realize that planning for later years in life can be a relatively stress-free process. A tribute to her parents and a guide to all those struggling with the “What do I do now?” questions associated with aging parents, We Can Do This! is one of the new generation of books in health care and senior communities containing indispensable information for all readers.

Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2011-03-08 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Download or read book Your Living Trust Estate Plan written by Harvey J. Platt and published by Simon and Schuster. This book was released on 2013-09-13 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: This revised fifth edition from estate-planning expert Harvey J. Platt details the most up-to-date strategies for using a living trust to create a flexible estate plan. Platt explains the latest tax laws, including the American Taxpayer Relief Act of 2012, the broadening of statutes for amending trusts, and the rule against perpetuities (RAP). Platt also addresses updates on many existing topics, including lifetime exemptions; the estate, gift, and generation-skipping tax; charitable deductions; state estate tax savings; and private annuities. Your Living Trust & Estate Plan maps out the most effective techniques for saving money and property and covers the essentials of successful estate planning. Other resources frequently overlook vital areas such as unlocking the benefits of living trusts, protecting beneficiaries, using life insurance, handling retirement benefits properly, and fixing inadequate estate planning postmortem, but Your Living Trust is the complete guide. This invaluable resource will teach you how to maximize your family’s assets, plan your estate, and provide for your loved ones well into the future.

Download or read book Preserving Family Wealth Peace of Mind written by Loren Dunton and published by Irwin Professional Publishing. This book was released on 1994 with total page 262 pages. Available in PDF, EPUB and Kindle. Book excerpt: Preserving Family Wealth & Peace of Mind covers the vital concerns in transferring wealth from one generation to the next including: How to enjoy your retirement; How to use living trusts; How to preserve family assets through advisors; How to protect yourself in old age.

Download or read book Protect and Enhance Your Estate Definitive Strategies for Estate and Wealth Planning 3 E written by Robert A. Esperti and published by McGraw Hill Professional. This book was released on 2012-03-30 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt: “Our #1 choice in estate planning books.” –Ken & Daria Dolan The bestselling guide to securing a sound financial future for you and your loved ones—updated for uncertain times In our time of political, social, and economic upheaval, taking steps to protect your estate isn’t enough to provide peace of mind for you or financial security for your loved ones. Given these new levels of uncertainty, you need to reduce risk by using life insurance and other financial products to fund estate planning. This new, fully updated edition of the estate planning classic helps you take your estate planning to the next level. In addition to all the basics on wills, jointly held property, taxation, and philanthropy, Protect and Enhance Your Estate covers the latest developments regarding: Disability planning Living trusts Asset protection Family limited partnerships Proper use of life and long-term care insurance

Download or read book Practical Guide to Estate Planning 2009 written by Ray D. Madoff and published by CCH. This book was released on 2008-11 with total page 844 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

Download or read book The Complete Guide to Planning Your Estate written by Sandy Baker and published by Atlantic Publishing Company. This book was released on 2007 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: What happens to an individualâe(tm)s estate after they are gone is very much within their control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes, such as family or special charities, it becomes necessary to make special advance preparations. Performing these important preparations is commonly referred to as estate planning. For an individual to help ensure that his assets are protected and final wishes carried out, there are some common actions that need to be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should allow for the possibility of your own disability. It should give what you own to whom you want, at a time of your choosing, the way you want. Your estate plan should include fully disclosed, controlled costs for you and for those you love. The last thing you want to worry about is having it drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles. Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Download or read book Yours Mine Ours written by L. Paul Hood Jr. and published by Bublish, Inc.. This book was released on 2022-02-08 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt:

"If you are a member of a blended family, this is the handbook to enable your estate plan to assure that your financial wealth will lead to your family's future well-being. Read it, follow its wisdom and practices, and smile." —James (Jay) E. Hughes Jr, Author of Complete Family Wealth and Family: The Compact Among Generations

As parents, we spend our lives caring and providing for our children. However, many of us lack the foresight to create a plan that will ensure our children are supported even after we are gone. Parents neglect to handle their estates and affairs during their lifetime and leave their grieving children drowning in paperwork and tough decisions. It is even more demanding and grueling for stepchildren and members of blending families to sort through these estates. As a member of a blended family himself, tax attorney Paul Hood has pooled his personal and professional knowledge to create this comprehensive guide to estate planning for blended families. In Yours, Mine & Ours, Hood offers real-world advice while cover crucial topics such as:

• Property Ownership
• Documents for Planning
• Important Payers in Planning
• Challenges One will Face
• Words of Wisdom

When nearly 70% of estate plans yield unfavorable results for the family, the need for a meticulous estate plan cannot be overstated. Hood’s guide to estate planning will allow individuals to rest assured that their families are provided for thoroughly.

Download or read book The Next Move for Families written by Nick Niemann and published by . This book was released on 2019-05-28 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: You CAN protect your family and estate on your terms by taking the right steps TODAY. The Next Move for Families provides parents and grandparents the key Estate Planning moves they need to take to protect themselves and their families. It presents an easy-to-read proactive plan on how to best utilize the Estate Planning opportunities available today. It shows you what you need whether you have a small or large estate. The objective is to help protect your net worth, minimize taxes, maintain your control of the process, and help assure your personal, financial and legacy objectives are met. The Next Move for Families provides a straightforward, understandable collection of key Estate Planning actions. These will help you accomplish your mission to successfully protect your Estate. This book shows you how to pass your hard-earned savings and other assets on to your spouse, children and grandchildren in a manner which best protects them as well.