Estate-planning is crucial for those living with a chronic disease or disability: individuals must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate Planning for People with a Chronic Condition or Disability covers all of those topics plus:
The book also includes downloadable sample forms for:
I can't think of a legal, accounting, financial planning, or charitable planning practitioner that would not find ESTATE PLANNING FOR PEOPLE WITH A CHRONIC CONDITION OR DISABILITY both a valuable practice tool and a precious gift to share with select clients.""--Steve Leimberg, Leimberg Information Services
çReviews the basic components of estate planning while emphasizing the important nuances that must be considered when an individual is ill or disabled...Conveys complicated information clearly and uses specific examples to connect it to common situations. Highly recommended.-- Library Journal
""In this easy-to-read but no-nonsense primer, Martin Shenkman delivers a wealth of information to help you organize your financial, legal and health-care matters and protect yourself during your lifetime and beyond."" -- Anne Davis, Program Director, Legal Services, National Multiple Sclerosis Society, New York City Chapter, Momentum Magazine, Winter 2009-2010 issue "
|Publisher:||Springer Publishing Company|
|Sold by:||Barnes & Noble|
|File size:||1 MB|
About the Author
Martin M. Shenkman, CPA, MBA, JD - Martin M. Shenkman, CPA, MBA, JD, is an attorney in private practice in Teaneck, New Jersey and New York City. He has appeared on The Today Show, NBC Evening News, CNBC, CNN-FM and has been quoted in The Wall Street Journal, Fortune, Money, The New York Times, and other publications.
Mr. Shenkman is the author of thirty-two books and more than seven hundred articles. His books include: Living Wills and Health Care Proxies; Estate Planning after the 2001 Tax Act; Homeowner's Legal Bible; Divorce Rules; Marketing for CPAs; and Estate Planning Step by Step.
Mr. Shenkman received his BS from Wharton School, his MBA from the University of Michigan, and his law degree from Fordham University School of Law.
Table of ContentsChapter 1. 7 Steps of Estate Planning
Chapter 2. Chronic Illness Estate Planning Basics
Chapter 3. Organizing Legal, Financial, and Other Information: The Key to Your Security
Chapter 4. Competency: Taking Legal Action to Protect Yourself
Chapter 5. Power of Attorney: Authorizing Someone to Take Legal Action for You
Chapter 6. Ensuring Access to Your Medical Records: HIPAA
Chapter 7. Your Health Care Proxy and Living Will: Designating Someone to Make Health Care Decisions for You
Chapter 8. Emergency Child Medical Form
Chapter 9. Your Will: Distributing Assets and Caring for Your Loved Ones
Chapter 10. Revocable Living Trust: Maintaining Control and Protecting You Through Disability
Chapter 11 Charitable Giving
Chapter 12. Other Considerations
Chapter 13. Getting Started
Most Helpful Customer Reviews
The book, Estate Planning for People With A Chronic Condition or Disability may not be as tempting as the latest thriller or spy novel, but if you are one of millions Americans facing daily life with a chronic or disabling disease, thoughts about the future and planning for it are important for emotional as well as medical and legal reasons. If you have strong feelings about your health care options and end of life care and realize a time may come when you can no longer express your feelings to your loved ones, this book can help you make those preparations with its step by step basics for planning your estate which includes health care proxies, ¿living wills,¿ HIPAA requirements, trusts, wills and power of attorney. Now is the time to legally document your wishes so your loved ones have your thoughts in a binding document to guide their decision-making during difficult times. It is a gift to them as well as a choice about your own life.The book breaks little new ground but it does an excellent job of gathering resources into one volume and using clear, precise language to help readers through this sometimes ¿difficult to think about,¿ journey as they make end of life decisions about health care, finances and other resources. While the author, Martin Shenkman takes great care to advise readers to consult an attorney, forms are included that can be used if resources are limited. This book is a great starting point when faced with a chronic or disabling condition within the family and legal issues that may occur such as the need for power of attorney, or access to medical records, etc.An excellent resource and a book that may be especially helpful to people with Multiple Sclerosis, Parkinson¿s Disease, or Alzheimer¿s Disease since some specific examples are cited but a great resource for other chronic/disabling diseases conditions too. As someone with MS I was glad to have a chance to review this book and learn more about estate planning options.
Not only am I not a lawyer, but I have a chronic illness that oftentimes interferes with my ability to think clearly and follow along with difficult topics - things like estate planning and the intricacies of law. That is perhaps one of the reasons why this book has impressed me so much. In spite of my difficulties I was able to follow along with the information in this guide with relative ease, and between the easy organization and the checklists that make it easy to keep track of what you've done versus what you haven't and the things that you need to be working on, it made the whole process of sorting out my estate needs that much easier. For those with a chronic illness or disability, having a good, well thought out estate plan and the tools in place to assure that your own wishes are respected and your family is taken care of may be even more of a necessity - and a worry - than they are for the general population. Given the variety of disabilities out there this book won't offer the perfect solution for everyone, and there are areas where it's weak, such as a lack of content when it comes to arranging an estate to care for a disabled dependent, but as a starting point and an easy to follow guide, especially for those who may not have done much to start on their estate planning, it's an excellent tool.
This is a clear, well-written guide that would be useful to just about anyone but especially useful to those dealing with chronic illnesses or disabilities. It's written in a clear, informal style with advice and checklists. It's not necessarily the kind of book you read straight through -- but is immensely useful to consult as a reference book. And not just once -- estate planning necessarily can change as your life changes and your priorities or other conditions (financial status, marital status, etc.) change. So it's one I'll be keeping on the shelves for awhile.
This book brings to the fore 2 topics that people tend to shy away from- estate planning and living with a chronic illnes. Mr. Shenkman skillfully combines them both and presents the well thought out issues to the reader in a very sensitive manner. It should appeal to anyone who either has a chronic illness, has a loved one with a chronic illness or is a professional working with clients who have chronic illnesses.