Without a Solidly Structured Plan
Administrated within the Rules
Your Life's Work Will Be Gone.
Have You Spoken with:
An Elder Law Attorney
of those planning a quality of life.
LEGAL ISSUES
Elder law attorneys deal with legal issues involving
Health and personal care planning, which include the following topics:
powers of attorney and living wills; lifetime planning; family issues;
Fiduciary (financial) representation; financial planning;
housing opportunities and financing; income, estate, and gift tax matters;
Planning for a well spouse when the other spouse requires long term care;
Asset protection; public benefits such as Medicaid and insurance;
Veterans' benefits; Capacity; guardianship and guardianship avoidance;
Resident rights in long term care facilities; nursing home claims;
Employment and retirement matters; age or disability discrimination
and grandparents' rights.
Will and trust planning; planning for minor or adult special needs children; probate;
Elder law encompasses all aspects of planning for aging, illness, and incapacity.
The specialization requires a practitioner to be particularly sensitive to
the legal issues impacting elder clients.
Visit: RetiringNowWhat.com
A CPA with PFS & ARA
held exclusively by certified public accountants (CPAs)
who are members of the American Institute of
Certified Public Accountants (AICPA).
By combining their education and experience as a CPA with
financial planning knowledge and training, Personal Financial
Specialists have broadened their expertise and are eminently
qualified to assess your current financial situation, help you
define your financial needs and goals, and work with you to
develop and monitor a plan to meet your goals.
The Accredited Retirement Advisor (ARA) designation
is a credential that recognizes professionals who have
a thorough knowledge of: preparing their clients for
retirement, the essentials of estate and
trust planning; and financial planning for the elderly.
Visit: RetiringNowWhat.com
A Long Term Care Specialist
Long Term Care Insurance is one of the most
overlooked policies available.
Often people think they are to young or
think they have enough coverage and need not
concern themselves.
But what about those you expect to take care of you?
Are you going to pay them for their time?
What about the secondary expenses?
Options exist and taking the time to meet with
a Long Term Care Specialist could make
the difference in your quality of life.
Visit: RetiringNowWhat.com
A Financial Adviser
Visit: RetiringNowWhat.com
A Funeral Director
This is a difficult conversation to have but,
speaking with a funeral director now will
save your family much unnecessary expense
and emotional stress.
Not to mention its your funeral! Planning it
can insure your wishes are expressed and executed.
Visit: RetiringNowWhat.com
