A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially [Paperback]

Steve Weisman (Author)

Book Description

ISBN-10: 013142520X | ISBN-13: 978-0131425200 | Publication Date: October 4, 2003 | Edition: 1

Let's face it... in today's world, senior citizens and their families face more complicated financial, legal and personal planning decisions than ever before--and making the wrong decisions can be catastrophic. In this book, Steven J.J. Weisman, renowned estate planning attorney and host of the nationally syndicated radio show "A Touch of Grey," offers you practical, simple guidance on every one of these issues. Written with simplicity and humor, Elder Planning uncovers strategies and loopholes for retirement, health care, long-term care, asset protection, investments, taxes, social security, housing, Medicare/Medicaid, estate planning, substitute decision, and more. This book is easy to read and easy to use, making it the indispensable resource for anyone needing to protect themselves, their parents and their heirs.

Editorial Reviews

From the Back Cover

Many Americans are now living longer...A Guide to Elder Planning will help older Americans to live a better life!! From asset protection strategies to avoiding costly scams, this guide is an indispensable blueprint for both senior citizens, and, as importantly, their children, many of whom will act as caregivers during their parents' later years.—Ken and Daria Dolan, co-hosts of The Dolans, the award-winning nationally syndicated daily radio program heard across North America and Hawaii

This is an entertaining, authoritative, clear, and compelling look at a very broad topic. I enjoyed reading this book and highly recommend it to anyone seeking guidance with planning for later life.—Dr. Lois A. Vitt, Editor-in-Chief, Encyclopedia of Retirement and Finance, and Director of the Institute for Socio-Financial Studies

A Guide to Elder Planning is the most comprehensive, practical guide available for financial and legal matters affecting older Americans! Weisman empowers readers to take control over the planning process by arming them with knowledge and wisdom. Composed with just the right touch of humor, this book is a must for anyone with loved ones and assets to protect!—Bonnie Bleidt, CFP, MST Senior Planner, Financial Perspectives Planning Services, Inc. Host, Boston Business Journal AM Edition

• Protect yourself, your assets, your lifestyle, and your family!
• Simple, safe strategies for estate, tax, and retirement planning
• Practical techniques for surviving America's healthcare system
• By Steve Weisman, one of the nation's leading elder law attorneys

Stay in control of your life!

Getting older was never this complicated. You (or your older relative) must deal with tough decisions about money, health care, lifestyle, possibly even life itself. You need honest, clear, straightforward advice.

Senior law specialist Steve Weisman shows you easy, practical strategies for protecting your assets...coping with Medicare, Medicaid, and Social Security...choosing where and how to live...getting the help you need...cutting your taxes...and much more...all in one easy-to-use book!

About the Author

About the Author

STEVE WEISMAN hosts the nationally syndicated radio show A Touch of Grey, heard on more than 50 stations across America, including New York City's legendary WOR and KRLA Los Angeles.

A member of the National Association of Elder Law Attorneys, Weisman specializes in estate planning. He has taught at the University of Massachusetts, Curry College, and Boston University, and is currently an adjunct faculty member at Bentley College. He holds a J.D. Degree from Boston College Law School and is admitted to practice before the United States Supreme Court.

Weisman is legal editor and columnist for TALKERS® magazine and writes on legal matters for publications ranging from The Boston Globe to US Airways Magazine. He has earned a Certificate of Merit from the American Bar Association for excellence in legal journalism.

See all Editorial Reviews

Product Details

• Paperback: 272 pages
• Publisher: FT Press; 1 edition (October 4, 2003)
• Language: English
• ISBN-10: 013142520X
• ISBN-13: 978-0131425200
• Product Dimensions: 9.1 x 6.1 x 0.7 inches
• Shipping Weight: 14.4 ounces (View shipping rates and policies)
• Average Customer Review: 4.5 out of 5 stars  See all reviews (6 customer reviews)
• Amazon Best Sellers Rank: #601,201 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

23 of 23 people found the following review helpful:

5.0 out of 5 stars Elder Planning Review, November 12, 2003

By 

Marc Padellaro (Boston, MA) - See all my reviews

This review is from: A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially (Paperback)

For each generation it seems that a reference book comes along that becomes the universal guide for the audience it intends to reach. Examples that come to mind are the Farmers Almanac and the Guinness Book of Records. For their intended reader these books are the starting and ending points of the information sought.

Steve Weisman has filled that void for those considering elder planning issues. The book's fund of knowledge takes pains to begin at defining terms and strategies and, only then, provides the advice needed by all. To best illustrate the breadth of topics contained in the treatise, the issues range from asset protection to planning for your pets. The book is of value not only to the elderly but also to extended families facing elder planning issues and provides methods for non-elderly adults to maximize their assets throughout their life. As with any great book aimed at helping the populace, the use of clear, concise language is remarkable. In reviewing the book, I am left with the old refrain, "why didn't I think of that" but I can happily report that Steve Weisman did think of that and his efforts benefit us all.

14 of 14 people found the following review helpful:

5.0 out of 5 stars Aging can be humorous, November 10, 2003

By 

Karen Isabelle (Massachusetts) - See all my reviews

This review is from: A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially (Paperback)

Who would have thought that a topic as seemingly dry and dull as financial and legal planning could be handled in such a humorous fashion while still providing a great deal of helpful information and suggestions for personal planning? This is a book that has important information for everyone, particularly older people, presented in a style that will make you smile.

12 of 12 people found the following review helpful:

5.0 out of 5 stars Better than Title - Should be "THE Guide..., November 9, 2006

By 

Liz Ellerbe (Fresno, CA) - See all my reviews

Amazon Verified Purchase

This review is from: A Guide to Elder Planning: Everything You Need to Know to Protect Yourself Legally and Financially (Paperback)

With a 17-page index, even an info maniac like myself can find anything and everything in this book.

I can't begin to describe the scope and layout throughout. I'm learning things about elder planning that I didn't even know I needed, not to mention the questions I already had. The author's opinions are woven into the descriptions, along with "Loophole" information on various senior subjects. The author obviously has a birdseye view of many subjects that are skimmed over by columnists that I've read.

The best way to read this book is probably cover to cover, so as not to miss anything.