Resources

Tools for Professionals Who Work With Seniors

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Bookshelf - Legal

Long Term Care Claim Filing: A Field Guide for Prince(ss) Dutiful Heir

Stana Martin

A guide for successfully navigating the pitfalls encountered in getting a long term care insurance claim filed and paying successfully. This book is written as a myth (to illustrate the common pitfalls of filing long term care insurance claims) and has four Reality Acts. The Long Term Care Insurance Claim Field Guide is designed to help you through the main pitfalls faced when filing long term care insurance claims.

Handing Down The Kingdom: A Field Guide For Wealth Transfer for the Average Family

Stana Martin

This book lays out a “map” of a person’s “kingdom” (aka assets) and gives a step-by-step guide to legal documents, planning and arrangements that need to be done to insure the kingdom does not slip into the hands of others. There are six main areas of a person’s “kingdom:” Master List of Assets, Financial Strategies, Legal Documents and Estate Planning, Medical Planning, Burial Planning, and Intangible Assets. There is a chapter on each section as well as worksheets to help you identify next steps in handing down your kingdom to your heirs. If you want to leave an inheritance, or maybe just have things arranged so it is easy for your children, this book is a must read.

Ready for Pretirement: 3 Secrets for Safe Money and a Fabulous Future

Kris Miller

Retirement planning can be scary, confusing and overwhelming, especially if you wait until you’re faced with a family medical emergency.

Ethical Wills: Putting Your Values on Paper

Barry K. Baines

As evidenced in the Terri Schiavo case that made national headlines, having a living will is an essential element in ensuring that the way in which you would like to spend your last days will be respected.

Elder Care: The Road To Growing Old Is Not Paved

J.D., Gcm, Buckley Fricker

First-of-its kind reference manual covering the legal, financial, housing and health care considerations of aging boomers themselves as well as issues confronting them as caregivers.

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