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
  • (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
  • (OCoLC)615662281

Library Locations

    • Nevins Memorial Library (Methuen)Borrow it
      305 Broadway, Methuen, MA, 01844, US
      42.7303966 -71.1889956
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