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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…mehr
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.
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Autorenporträt
Kris Miller, aretirement and living trust expert, has advised over 5,000 families in the past 20 years on retirement and estate planning issues.She coined the phrase, "pretirement" to emphasize how we need to prepare for our Golden Years way before we retire.Her new book,Ready For PREtirement, Plan Your Retirement Early So Your Money is There When You Need It(Morgan James, September 2012) is acomprehensive guide to help anyone at any age to plan for retirement. In addition to her estate planning practice,Miller owns Trust Unlimited and the Living Trust Institute, a document preparation servicefor creating revocable living trusts. Miller has conductednumerous workshops to educate peopleand organizations about wisemoney management for their senior years, how toprovide income for retirees, how to avoid probate, reduce taxes, secure the proper insurances, avoid asset-seizure to pay medical debts, and how to create a Living Trust. She holds many designations including:Certified Senior Advisor(a professional with knowledge about aging and the important health, financial and social issues that impact the majority of pretirees)Chartered Federal Employee Benefits Consultant(a financial professional who remains up-to-date on the ever-changing Federal Government Benefits Program)Legal Document Assistant(licensed by the State of California).She is alsolicensed by California to sell life insurance and long-term care insurance. A member of theSociety of Senior Advisors, she is also an active member of theNational Speakers Association.In 2010, she wasnominated Woman of the Year and Best Customer Service by Chamber of Commerce in Hemet, CA.
Inhaltsangabe
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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