September 2003
Intermediate to advanced
304 pages
8h 24m
English
book
Guide to Elder Planning, A: Everything You Need to Know to Protect Yourself Legally & Financially
by Steve Weisman
Content preview from Guide to Elder Planning, A: Everything You Need to Know to Protect Yourself Legally & Financially
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xiii
CONTENTS
PREFACE
xxv
1
ASSET PROTECTION
1
Insurance 2
Homeowners Insurance 2
Credit Reports 4
Dog Ownership 4
Valuable Personal Property 5
Liability Insurance 6
Prenuptial Agreements 6
History 7
Enforcement 7
Allowable Provisions 7
Medicaid Implications 8
Bank Accounts 9
Trusts 10
Safeguards for Trusts 10
Qualified Terminable Interest Trust 10
Offshore Trusts 11
Homestead Protection 11
Fraudulent Conveyances 12
xiv A GUIDE TO ELDER PLANNING
Assets Protected by Law
13
Joint Ownership 14
Tenancy by the Entirety
14
Family Limited Partnerships 15
Establishment of the Partnership ...