Estate planning : for people with a chronic condition or disability /

A step-by-step guide and sourcebook to help financial advisers navigate the estate planning and related changes in the tax code.

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Shenkman, Martin M.
Formato: Electrónico eBook
Idioma:Inglés
Publicado: New York, NY : Demos Medical Pub., ©2009.
Temas:
Estate planning > United States.
People with disabilities > Legal status, laws, etc. > United States.
Trusts and trustees > United States.
Planification successorale > États-Unis.
LAW > Administrative Law & Regulatory Practice.
Estate planning
People with disabilities > Legal status, laws, etc.
Trusts and trustees
United States
Acceso en línea:Texto completo
Tabla de Contenidos:
  • 7 steps of estate planning
  • Chronic illness estate planning basics
  • Organizing legal, financial, and other information : the key to your security
  • Competency : taking legal actions to protect yourself
  • Power of attorney : authorizing someone to take legal action for you
  • Ensuring access to your medical records : HIPAA
  • Your health care proxy and living will : designating someone to make health care decisions for you
  • Emergency child medical form
  • Your will : distributing assets : caring for your loved ones
  • Revocable living trust : maintaining control and protecting you through disability
  • Charitable planning
  • Other considerations
  • Getting started.

Ejemplares similares