Download or read book The Financial and Estate Planner s Guide to Continuing Care Retirement Communities written by Virginia Traweek and published by . This book was released on 2013-08-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Continuing care retirement communities (called "CCRCs" by industry insiders) are retirement communities that offer multiple living options (independent living, assisted living, and nursing). In exchange for an entrance fee and ongoing monthly fees, CCRC's agree to care for residents for the rest of their lives. Written by a former senior housing consultant, "The Financial & Estate Planner's Guide to Continuing Care Retirement Communities" is a planner's overview of the popular senior housing product. The book shows you: - What services are offered for seniors - How to find communities in your area - How to conduct online searches for community information - How to read resident contracts and community disclosure statements - How to value CCRC contracts and analyze benefits - Why some communities go bankrupt - Some warning signs for potential residents of CCRCs The book also includes several sample pages for client planning sessions and an introduction to the Microsoft Excel formulas used to create the book's analyses. Your client deserves the best advice when choosing his/her retirement community. "The Financial & Estate Planner's Guide to Continuing Care Retirement Communities" will walk you through the entire process in simple, easy-to-understand language! Note: There is significant overlap between this book and "Continuing Care Retirement Communities: An Insider Tells All." If you prefer a less technical explanation of senior housing, you might select this edition instead.
Download or read book A Guide to Elder Planning written by Steve Weisman and published by FT Press. This book was released on 2013-01-03 with total page 501 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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!
Download or read book Continuing Care Retirement Communities written by Robin Tetlow and published by Policy Press. This book was released on 2006 with total page 59 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 1999, the Joseph Rowntree Foundation opened the UK's first continuing care retirement community in New Earswick, York. Further retirement communities have followed and whilst such schemes have a number of obvious benefits, difficulties frequently arise with the planning applications; for example, concerning Use Class classification (C2 or C3), locational sustainability and Green Belt/open countryside policies. This is a comprehensive manual; providing information on continuing care retirement communities to enable planners to have a better understanding of their characteristics and including guidelines to encourage the development of such schemes. Published with support from the Planning Officers Society, the guide will be a valuable resource for planners and others working in local authorities, housing associations, retirement housing development and care provision. It will also be of value to councillors and others with an interest in these matters.
Download or read book Retirement Communities 101 written by Dana Cornwell Bodney and published by . This book was released on 2017-11-06 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt: Selecting a retirement community can be overwhelming and understanding the plans at a CCRC can be difficult. This book explains the differences between communities and which plan can be right for you. There are questions to ask in the workbook portion of the book ,when you visit each community. The road to peace of mind is easier with this book in hand.
Download or read book Continuing Care Retirement Communities written by Bernice Hunt and published by . This book was released on 2003 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn from the inside out, all about Continuing Care Retirement Communities. Bernice Hunt, M.S., with her husband, moved to one a few years ago and her book tells you everything you need to know about the retirement life style that gives you security even if your health fails. Learn what CCRCs are, how they work, how to find the best ones, what to look for, what kind of contract is best for you. Enjoy the detailed and often amusing journey the Hunts took in their quest for the perfect way to spend their retirement years.
Download or read book Continuing Care Retirement Communities Provisional written by Robin Tetlow and published by . This book was released on 2006-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides information on care retirement communities to enable planners to have an understanding of their characteristics, and includes guidelines to encourage the development of such schemes. This guide is useful for planners and others working in local authorities, housing associations, retirement housing development and care provision.
Download or read book Find the Right Ccrc for Yourself Or a Loved One written by Ruth Alvarez and published by CreateSpace. This book was released on 2013-10-07 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: From Amazon review: I read this book last May when I was thinking about moving to a CCRC. The information was invaluable and I will be moving to a CCRC this month. Retired real estate agent, Ruth Alvarez explains everything you need to know about choosing a Continuing Care Retirement Community. This is the large print second edition.
Download or read book A Guide to Continuing Care Communities written by Bernice Hunt and published by . This book was released on 2006 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive guide to one of the most popular retirement options, Continuing Care Retirement Communities (CCRCs), explains what they are, how they operate, and what they offer.
Download or read book A Gude To Continuing Care Communities written by Bernice Hunt and published by Square One Publishers, Inc.. This book was released on 2013-04-30 with total page 95 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is a complete guide to one of the most popular retirement options—Continuing Care Retirement Communities (CCRCs)—where you can enjoy life to the fullest, knowing that if you become ill, you’ll receive all the care you need. It explains what CCRCs are, how they operate, and what they offer. You’ll learn what to look for, what to steer clear of, what you have a right to expect, and how you can best make the transition when you move.
Download or read book Planning for the Elderly A Financial Guide to Aging written by Keith R. Fevurly and published by Publisher Services. This book was released on 2020-08 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan for your elder or senior years, defined here as age 55 and over. This comprehensive book focuses on all relevant topics and events occurring in the life of an elderly individual, including the loss of a spouse and parent. There is a specific focus on retirement planning and retirement income strategies as well as basic estate planning for the elderly individual or couple. Learn how to maximize Social Security retirement, spousal and survivor's benefits, Medicare, and long term care coverage. The book also discusses where a senior should live during retirement and includes the often-neglected topic of succession planning for a family business owner. An added bonus of the book is an appendix of forms that may be used by the senior in estate and family business planning.Written by an expert and long- standing educator in the field of personal financial planning, Planning for the Elderly: A Financial Guide To Aging, is a comprehensive summary of issues important to the elderly individual in preparing for and living in the 'golden years'. The author, Keith Fevurly, is an estate planning attorney and investment advisor with Integra Financial Planning, Inc., Greenwood Village, Colorado.
Download or read book The Complete Legal Guide to Senior Care written by Brette McWhorter Sember and published by SphinxLegal. This book was released on 2003 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: Navigates the world of health-care services and long-term care facilities for the reader or for the reader's aging parents
Download or read book Aging in the Right Place written by Stephen M. Golant and published by Health Professions Press. This book was released on 2015 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Highlights the profound significance of where older people live and receive care. This book explores many pathways to thriving in old age, ranging from aging in place to moving to housing and care settings specially tailored to match a person's lifestyle and vulnerabilities.--Provided by publisher.
Download or read book Preparing for Retirement written by Ryan Glover and published by CreateSpace. This book was released on 2015-03-13 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Preparing for Retirement (third edition) is an educational text on financial planning, and more specifically, retirement planning. In order to have a successful retirement, you must have a plan that allows you to identify risks, reduce taxes, find good investments, understand insurance, and manage your estate planning. Preparing for Retirement does this with a 176 page guide that is full of easy to read charts, examples, and an appendix of commonly used financial planning forms.
Download or read book A Guide to Elder Planning written by Steve Weisman and published by FT Press. This book was released on 2004 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: Speaking to aging Americans who want to plan for the future, "New York Times" journalist Weisman reveals everything readers need to know to protect themselves legally and financially in later years.
Download or read book The Bogleheads Guide to Retirement Planning written by Taylor Larimore and published by John Wiley & Sons. This book was released on 2011-02-22 with total page 407 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor. Explains the different types of savings accounts and retirement plans Offers insights on managing and funding your retirement accounts Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle Addresses essential estate planning and gifting issues With The Bogleheads' Guide to Retirement Planning, you'll discover exactly what it takes to secure your financial future, today.
Download or read book Packing For Retirement written by James L. Flanagan and published by Gatekeeper Press. This book was released on 2019-03-22 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: Packing for Retirement is a must-read for anyone who is planning on retiring or who has recently retired. This easy-to-read book is complete with information that everyone needs to know about retirement planning, what this life transition means now and what it is likely to mean in the future . Packing for Retirement provides you with a roadmap to planning a successful and happy retirement. Longevity is changing the way we live the later part of life and as a result, we need the financial tools and resources to live our best lives. The author identifies the 10 most critical questions any retiree must answer, and helps the reader to understand the biggest risk in retirement - health, then demonstrates the ways in which a person can protect what they have worked for with insurance strategies and sound estate planning advice. This book includes self-assessments, check lists, sample form templates and most importantly, an action plan for every person planning to retire or navigating retirement. If you are between the ages of 50-70 and want to know about the inner workings of health care, taxes, IRAs, income planning and long-term care you must read this book. WARNING! The contents of this book have the possibility to change your life. Implement a few of these strategies and enjoy your ability to earn more, worry less while capitalizing on your longevity bonus.
Download or read book Ready for Pretirement written by Kris Miller and published by Morgan James Publishing. This book was released on 2012-06-01 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: A little planning goes a long way—prepare for a more secure financial future with this practical, proactive guide that “will help you sleep at night” (Sam Horn, author of Pop!). Retirement planning can be scary, confusing, and overwhelming—especially if you wait until you’re faced with a family medical emergency. It is during these unexpected situations that people often make foolish decisions because of the stress and pressure to make a quick choice. Stop procrastinating and get started now with the tools included in this guide. Older people can face pressing financial planning issues related to age and health—that’s why retirement planning isn’t just for seniors. Author Kris Miller taps into her vast estate planning experience and explains why you should get started now—even if you’re only in your twenties or thirties. Learn how to create a Living Will and a Living Trust; make sure your family is cared for; build wealth; protect your assets from sky-high medical expenses; and retire happy. Ready For Pretirement provides an easy-to-understand overview of the financial decisions that need to be made. From writing a will to creating a trust, from the proper way to hold property to selecting low-risk investments, this book provides necessary guidance—so when you’re ready to plunge into your golden years, you can do it with peace of mind.
