Coverart for item
The Resource Trusts for the average person : the optimum estate plan : a practical guide to avoiding probate, nursing-home costs and estate taxes, Edward D. Beasley, David H. Ferber, Gregory B. Gagne

Trusts for the average person : the optimum estate plan : a practical guide to avoiding probate, nursing-home costs and estate taxes, Edward D. Beasley, David H. Ferber, Gregory B. Gagne

Label
Trusts for the average person : the optimum estate plan : a practical guide to avoiding probate, nursing-home costs and estate taxes
Title
Trusts for the average person
Title remainder
the optimum estate plan : a practical guide to avoiding probate, nursing-home costs and estate taxes
Statement of responsibility
Edward D. Beasley, David H. Ferber, Gregory B. Gagne
Creator
Contributor
Subject
Language
eng
Cataloging source
HSA
http://library.link/vocab/creatorName
Beasley, Edward D
Dewey number
346.059
Index
no index present
Literary form
non fiction
http://library.link/vocab/relatedWorkOrContributorName
  • Ferber, David H
  • Gagne, Gregory B
  • Affinity Investment Group, LLC (Exeter, N.H.)
  • Beasley & Ferber, PA (Concord, N.H.)
http://library.link/vocab/subjectName
  • Estate planning
  • Trusts and trustees
Label
Trusts for the average person : the optimum estate plan : a practical guide to avoiding probate, nursing-home costs and estate taxes, Edward D. Beasley, David H. Ferber, Gregory B. Gagne
Instantiates
Publication
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
About the authors -- Introduction -- Chapter 1: The genesis of the optimum estate plan -- Chapter 2: Wills and revocable trusts -- The last will and testament -- The revocable trust as a will substitute -- The revocable trust -- minimize estate taxes for married couples -- Special nursing home issues -- Chapter 3: Durable financial powers of attorney -- Chapter 4: Advance directives: Living wills and medical powers of attorney -- Chapter 5: The Medicaid rules in general -- The difference between Medicare and Medicaid -- Three ways of paying for nursing homes -- Long-term care insurance -- Private payment -- Medicaid -- Applying for Medicaid -- Medicaid's financial requirements -- General rules -- Division of assets for married couples -- Treatment of income for married couples -- The spend-down -- Chapter 6: The Medicaid transfer of asset rules and the Deficit Reduction Act -- Chapter 7: The irrevocable Medicaid trust -- Chapter 8: Putting assets into children's names -- Liability -- Loss of control -- Tax problems -- Chapter 9: Crisis Medicaid planning for married couples -- Chapter 10: Federal and Massachusetts estate taxes -- Chapter 11: Trusts for children with special needs -- Special needs trusts for children with disabilities -- Trusts for children with other special needs -- Chapter 12: Summary of optimum estate planning documents -- Revocable trust -- Irrevocable medicaid trust -- Pour-over will -- Durable power of attorney -- Chapter 13: The social security tax trap -- Chapter 14: The "widow tax trap" -- Chapter 15: The "stretch" IRA -- Case study -- Potential pitfalls -- Chapter 16: The "stretch" ROTH IRA -- A quick review of current tax brackets (2008) -- How the stretch ROTH technique works -- Chapter 17: Net unrealized appreciation -- NUA explained -- Case study -- Option 1: normal rollover approach -- Option 2: NUA rollover approach -- Benefits of NUA -- Drawbacks -- Chapter 18: What to do from here?
Control code
1727155
Dimensions
23 cm
Extent
xviii, 108 pages
Isbn
9780978984519
Lccn
2008903351
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
System control number
  • (Sirsi) 1727155
  • (Sirsi) 1727155
  • (OCoLC)615662281
Label
Trusts for the average person : the optimum estate plan : a practical guide to avoiding probate, nursing-home costs and estate taxes, Edward D. Beasley, David H. Ferber, Gregory B. Gagne
Publication
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
About the authors -- Introduction -- Chapter 1: The genesis of the optimum estate plan -- Chapter 2: Wills and revocable trusts -- The last will and testament -- The revocable trust as a will substitute -- The revocable trust -- minimize estate taxes for married couples -- Special nursing home issues -- Chapter 3: Durable financial powers of attorney -- Chapter 4: Advance directives: Living wills and medical powers of attorney -- Chapter 5: The Medicaid rules in general -- The difference between Medicare and Medicaid -- Three ways of paying for nursing homes -- Long-term care insurance -- Private payment -- Medicaid -- Applying for Medicaid -- Medicaid's financial requirements -- General rules -- Division of assets for married couples -- Treatment of income for married couples -- The spend-down -- Chapter 6: The Medicaid transfer of asset rules and the Deficit Reduction Act -- Chapter 7: The irrevocable Medicaid trust -- Chapter 8: Putting assets into children's names -- Liability -- Loss of control -- Tax problems -- Chapter 9: Crisis Medicaid planning for married couples -- Chapter 10: Federal and Massachusetts estate taxes -- Chapter 11: Trusts for children with special needs -- Special needs trusts for children with disabilities -- Trusts for children with other special needs -- Chapter 12: Summary of optimum estate planning documents -- Revocable trust -- Irrevocable medicaid trust -- Pour-over will -- Durable power of attorney -- Chapter 13: The social security tax trap -- Chapter 14: The "widow tax trap" -- Chapter 15: The "stretch" IRA -- Case study -- Potential pitfalls -- Chapter 16: The "stretch" ROTH IRA -- A quick review of current tax brackets (2008) -- How the stretch ROTH technique works -- Chapter 17: Net unrealized appreciation -- NUA explained -- Case study -- Option 1: normal rollover approach -- Option 2: NUA rollover approach -- Benefits of NUA -- Drawbacks -- Chapter 18: What to do from here?
Control code
1727155
Dimensions
23 cm
Extent
xviii, 108 pages
Isbn
9780978984519
Lccn
2008903351
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
System control number
  • (Sirsi) 1727155
  • (Sirsi) 1727155
  • (OCoLC)615662281

Library Locations

    • Nevins Memorial Library (Methuen)Borrow it
      305 Broadway, Methuen, MA, 01844, US
      42.7303966 -71.18899569999999
Processing Feedback ...