Customer Reviews:
Great book, but out-of-date.......2007-05-28
I actually worked with Alex Bove on updating a book on estate planning, when I practiced law in Boston many years ago. I purchased this book back in 1996 (the date of the current edition), but since then the laws have changed several times, most notably in February 2006, with the enactment of the Deficit Reduction Act of 2005. As a result of those changes, many of the examples and planning suggestions discussed in Bove's book no longer work. For example, all rules relating to gifting, penalty periods, look-back periods, "half-a-loaf" planning, and annuities, have been radically changed. Do not rely on the examples in the book!
That being said, his material on durable powers of attorney, trusts (other than the Convertible Trust, which no longer works), gift taxes, general eligibility requirements, and ethics of Medicaid planning, is still worth reading.
For an example of a book that incorporates all the latest changes in the law, together with case studies and numerous cutting edge planning ideas, take a look at How to Protect Your Family's Assets from Devastating Nursing Home Costs: Medicaid Secrets. It's pricey, but well worth it when you consider all the information and ideas packed into it!
Woefully out of date........2007-04-28
While I own this book (I bought it ten years ago) it is now very much out-of-date. The law of Medicaid is one that is constantly in flux, changing just about every year. Recent changes to Medicaid law have made every book on the subject of Medicaid published before January 2007 obsolete. While this book and its author, Mr. Bove provided a great overview of the Medicaid planning process and for many years was the go to book to learn about Medicaid and the nursing home, today it is woefully out-of-date. For an example of an up-to-date book with information for all 50 states see: The Medicaid Handbook 2007
Not Topical.......2006-11-11
The book fairly explains the complexities of Medicare. However, many changes have been made in Medicare since the date this publication was printed. The book should be updated to reflect the recent changes.
Worthless after Feb 8, 2006.......2006-08-24
Dear Worried Reader,
On February 8, 2006, President Bush signed a law called the Deficit Reduction Act of 2005. This law makes sweeping changes to the ability of seniors to transfer (gift) any assets to their children and grandchildren. Following the advice of any book written before that date can cause a catastrophic loss of Medicaid privileges when a senior citizen is most vulnerable..when they actually enter a nursing home. Do not use this book as a reliable guide to current law. elder law attorney Chicago, IL
Thanks to Mr. Bove.......2005-09-21
The information in this book is easy to understand and extremely valuable. It saved my family thousands of dollars by helping me get Medicaid for my father.
Book Description
The best "get your life organized" workbook available!
Everyone has important paperwork and personal information -- but it's not always easy to find. Whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of:
instructions for survivors
secured places and passwords
final arrangements
estate planning documents
employment records
insurance policies
tax records
retirement accounts
government benefits
real estate records
and much more
This workbook provides a complete system for structuring and organizing a records binder. If you'd like to work on your computer, use the CD-ROM -- then simply print your work and put it in a binder.
Download Description
"Everyone has important paperwork - but not everyone is prepared to find it. Whether readers need to organize records for themselves or their survivors, Get It Together shows them how. Designed for ease of use by both readers and their survivors, Get It Together helps them track down: . instructions for survivors . final arrangements . estate planning documents . employment records. insurance policies . tax records . retirement accounts . government benefits . real estate records . and much more
Customer Reviews:
Not as expected.......2007-10-19
We were hoping to set up a will and living directive, but the CD didn't have that. The forms are in PDF format so you print them off and fill them out?? Not sure why that is, deliver a Word doc so people can type it in. It's a great get all the information together type of book, just not great on the other parts of what to do if you become incapacitated type situations.
Everyone has important paperwork and legal information which loved ones should have access to.......2007-06-04
Everyone has important paperwork and legal information which loved ones should have access to: GET IT TOGETHER: ORGANIZE YOUR RECORDS SO YOUR FAMILY WON'T HAVE TO appears in its second updated edition to tell how to sort important records, help your family find needed information, and how to do so with or without a computer in hand. Step-by-step descriptions of what documents will be needed, how to organize and protect them, and how to provide selected users with keys for finding them quickly make GET IT TOGETHER a top pick for any public library reference section.
Covered All The Bases...And More.......2007-01-25
I bought this book thru Amazon in June 2006 because of my experiences working with a close friend who had just lost his father rather unexpectedly. My friend faced a monstrous task of trying to track down his father's assets, business records, last will, credit accounts, etc. just to scratch the surface. As a participant in his frustration, I began to think about the arrangement of my personal life and how my loved ones would tend to my estate.
"Get It Together" brings so much to the table to deal with. I think most people refuse to face their mortality and the task of making such arrangements, let alone there really is a large volume of papers, decisions, conversations, and organization to be handled. GIT is very thorough in all topic areas (see Table of Contents). The book discusses the emotions involved with each topic area, numerous websites to obtain additional information, what to get a copy of, keeping the info current and arranging your "estate" or life, for that matter, to benefit those close to you.
My parents or other people I look up to would never or be highly uncomfortable discussing these topics in detail. This book is perfect to compensate for the lack of those conversations. Now, just a warning for those willing to purchase and conform to this book. I was quite diligent in following all their instructions and recommendations to the "t". It took longer than expected, about 12 weekends, until I had gathered and organized everything to my satisfaction and I don't have a wife, kids or other complicated situations...just me alone.
But I have such a peace of mind that my successors will have no trouble making decisions or tracking down stuff because it's all there with explicit directions from me. I find going forward that I try to keep my life organized in a simple fashion and refuse to take on unnecessary stuff that I will need to add to my planner. And I feel no stress at all looking at my desk now because all the meaningless clutter is gone and GIT was a big reason for that.
Finally, the greatest resource is the forms CD included with the book, which saves a great deal of time when the organizing process starts and got me unstuck in some areas.
Get It Together: Organize Your Records So Your Family Won't Have To by Melanie Cullen.......2006-05-28
My mother died suddenly and left her estate in a total mess. I was left shocked, grief-stricken and alone in struggling to make sense of what needed to be done. I wouldn't wish that ordeal on anyone let alone on those I love. This workbook and companion organizer is the perfect solution. Nothing will be left to guesswork if I am incapacitated or dead. It is thorough yet simply organized and written from a compassionate perspective. It is a gift of love to provide this kind of direction to those who must make decisions on your behalf.
Just What I Needed.......2006-05-24
I've recently retired and am looking forward to years of "re-engaging" with activities I haven't had time to focus on during all those years of full-time work and rearing children. Get it Together is exactly what I needed to provide essential background information and help me organize all the documentation I want my family to have. Now I can travel and do the things I've been looking forward to without worrying about whether my children will be able to figure out what I would have wanted them to know in case something should happen to me.
Get it Together has given me an entree to discuss things with my children and to encourage them to do their own planning for the future.
Book Description
The forms and information you need for peace of mind...
If you care for a child or other loved one with a disability, you've no doubt thought about what will happen when you're no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust."
Special Needs Trusts shows you how to leave any amount of money to your disabled loved one, without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document.
Funds in a special needs trust can make a big difference in quality of life by paying for:
annual independent check-ups
personal care attendant or escort
vehicles and transportation
insurance
rehabilitation
essential dietary needs
materials for recreation
trips or vacations
entertainment
athletic training or competitions
and much more
Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides information about your loved one.
Download Description
"The forms and information you need for peace of mind... If you care for a child or other loved one with a disability, you've no doubt thought about what will happen when you're no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a ""special needs trust."" Special Needs Trusts shows you how to leave any amount of money to your disabled loved one, without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document. Funds in a special needs trust can make a big difference in quality of life by paying for: annual independent check-ups personal care attendant or escort vehicles and transportation insurance rehabilitation essential dietary needs materials for recreation trips or vacations entertainment athletic training or competitions and much more Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides information about your loved one.
Product Description
Over 200,000 families have chosen this organizer; the most easy-to-understand, caring and complete way to have peace of mind that you have things in order for loved ones. This guide to your policies, belongings and personal desires is a great gift and comfort to prepare for your family now so they dont have to deal with questions at a more stressful time. With this concise, easy-to-use organizer youll have a complete record of your holdings, investments and insurance policies, as well as your instructions, people to contact and some helpful information in case of illness or death. Size: 8" x 10" with 22 pages, includes pockets to store important papers.
Average customer rating:
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Organizing Your Estate: How to Purge & Direct Property Transfer to Chosen Family Members by Gift, Bequest, or in Trust While Thinkingly Alive (Series 300: Retirees & Estates)
Holmes F. Crouch
Manufacturer: Allyeartax Guides
ProductGroup: Book
Binding: Paperback
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Similar Items:
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Your Executor Duties: How to Inventory & Appraise a Decedent's Estate; Obtain Letters Testamentary; and Settle Claims, Debts, & Taxes (Series 300: Retirees & Estates)
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Living Wills & Trusts: How to Distinguish Between Them; Probate & Taxation; Intestate Succession, Tips on Writing Your Own Will (Series 300: Retirees & Estates)
-
Pros & Cons of LLCs: How to Shape a Limited Liability Company (LLC), Understand Its Rules, Prepare Tax Returns & Fend Off Con Artists (Series 200: Investors & Businesses)
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Your Trustee Duties: How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees & Estates)
ASIN: 0944817815 |
Book Description
In an effort to provide foresight when preparing an estate to pass onto heirs, this guidebook details how to ensure organization of estate affairs, maintain control, and avoid excessive professional fees. With comprehensive explanations and approachable language, chapters focus on inventory and appraisement, probate avoidance, the slimming of portfolio assets, and comparisons of wills and trusts. Navigating the intricacies of Form 706 (the death tax return form) with listings, by death year, of gross estate values requiring the form, this sourcebook is an ideal companion for those looking to set an estate in order. A chapter explaining the ever-changing regulations surrounding tax-free gifts to heirs is also included.
Average customer rating:
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Business Succession Planning
Paul Winn , and
Dearborn Financial Services
Manufacturer: Kaplan Financial
ProductGroup: Book
Binding: Paperback
General
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General
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ASIN: 0793139511 |
Book Description
Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.
Customer Reviews:
So Helpful. A complicated subject - easy to read........1999-08-19
Would recommend that everyone read this book. I never understood estate planning until now. This book has been so helpful. Thanks.
Book Description
Now completely revised and updated, the Jorgensens' classic guide to increasing wealth provides solid advice on investing, paying taxes, buying insurance, and more...in good times and bad.
You can get rich -- regardless of age, income, or marital status -- by simply following the advice of financial duo Jim and Rich Jorgensen. It's Never Too Late to Get Rich explains how to apply their tried-and-true rules of financial planning in any financial climate, taking you through a process built on nine foolproof, easy-to-follow strategies:
• Pay yourself first
• Don't be a lender
• Kill those credit cards
• Be willing to accept some risk
• Build a rock-solid investment portfolio
• Invest with technology
• Delay your taxes
• Buy adequate life and disability insurance
• Work with a financial planner
Here too are invaluable guidelines on saving and investing in a crashing or soaring stock market, on minimizing taxes, and on preparing for big expenditures like education and retirement. Fully updated with information on new ways to earn interest, the latest financial websites and resources, and much more, It's Never Too Late to Get Rich is your reliable guidebook toward the financial security that you've always dreamed of.
Download Description
"Now completely revised and updated, the Jorgensens' classic guide to increasing wealth provides solid advice on investing, paying taxes, buying insurance, and more...in good times and bad. You can get rich -- regardless of age, income, or marital status -- by simply following the advice of financial duo Jim and Rich Jorgensen. It's Never Too Late to Get Rich explains how to apply their tried-and-true rules of financial planning in any financial climate, taking you through a process built on nine foolproof, easy-to-follow strategies: . Pay yourself first . Don't be a lender . Kill those credit cards . Be willing to accept some risk . Build a rock-solid investment portfolio . Invest with technology . Delay your taxes . Buy adequate life and disability insurance . Work with a financial planner Here too are invaluable guidelines on saving and investing in a crashing or soaring stock market, on minimizing taxes, and on preparing for big expenditures like education and retirement. Fully updated with information on new ways to earn interest, the latest financial websites and resources, and much more, It's Never Too Late to Get Rich is your reliable guidebook toward the financial security that you've always dreamed of. "
Customer Reviews:
Rich Is Not A Four-Letter Word.......2006-07-15
This is a very simple book, as the other reviews have indicated. I liked it so much that I bought it for my collection of business and finance books. It is a keeper book that I highly recommend. Don't depend on Social Security... build your nest egg, at any age. NOW is a good time!!!
A most needed guide.......2003-10-23
Sara and I have struggled with financial planning particularly as a result of the recent market turmoil. The Jorgensens' book has served as a much needed guide to managing our money. It emphasizes the basics and is understandable. Unlike other investment books which fail to encompass the whole picture, this book is complete and thorough. We would recommend it to anyone interested in taking a proactive role in managing their money.
This book is a must have!.......2003-04-13
I read Jim Jorgensen's book and found it very enlightning! It is written so everyone can understand it and can make money by following his nine points to building wealth. The best part about this book is it takes a conservative and sensible view of investing! Anyone can make money by following Jorgensen's advise, no matter how much money you have to invest!!!
This book is a must have!!!.......2003-04-13
Jim Jorgensen wrote a book that everyone can understand and best of all, can profit from his sound advise. His advise is conservative and makes so much sense. His steps to getting rich are concise and easy to follow. I am working on enriching my wealth with his advise!
Its Never too Late to Get Rich - Great book!.......2003-04-13
This book was a great tool for me in my financial planning. I found this book to be informative, well written and not restricted to one audience. I am in the early stages of planning my future financial needs and this book was an awesome guide.
This book is a great investment for anyone!
Average customer rating:
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Itªs Never Too Late to Get Rich: Secrets of Building a Nest Egg at Any Age
James Jorgensen
Manufacturer: Diane Pub Co
ProductGroup: Book
Binding: Hardcover
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| Privatization
| Public Finance
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| Sustainable Development
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| Urban & Regional
General
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ASIN: 078816192X |
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