BOOKS – SEMINARS – COURSES
Finding Home Over 50: Achieving Your Housing Needs and Life List Dreams in Retirement Paperback – July 10, 2018
Finding Home Over 50: Achieving Your Housing Needs and Life List Dreams in Retirement is a retirement planning book that helps you to maximize your comfort and enjoyment in your senior years. Much more than just a real estate book, Finding Home Over 50 helps you to assess and improve your financial foundation, identify and accomplish your life list goals, declutter your life, evaluate home care and home healthcare resources and options, and much more. Below is a summary table of contents from the book.
Introduction
PART 1 - Assessing Your Situation, Capabilities, and Life List Goals, and Preparing for Change
Chapter 1: Changes in Life, Changes in Living Needs
Chapter 2: Beginning to Formulate Your “Finding Home – Over 50” Plan
Chapter 3: Securing Your Financial Foundation
Appendix 3.1: Create Your Retirement Plan
Appendix 3.2: Government Retirement Plans and Medicare
Chapter 4: Decluttering Your Life
Chapter 5: Functional Assessment – Weighing and Addressing Your Needs and Those of Your Older Loved Ones
PART 2 - Housing Choices, and Finding the Right Home for You
Chapter 6: Housing Alternatives – Independent Living
Appendix 6.1: Selecting a Home Care Provider and / or a Home Healthcare Provider
Chapter 7: Housing Alternatives: Semi-Independent Living, Assisted Living, and Nursing Care Options
Appendix 7.1: Evaluating Senior Living Communities
Appendix 7.2: Adult Day Care Facility Evaluation Checklist
Chapter 8: Should I Stay or Should I Go? – Choosing Your Home Location
Chapter 9: Preparing Your Current or New Home for Aging in Place
PART 3 – Reverse Mortgages, and Organizing your Estate Documents
Chapter 10: Mortgage Loans in Reverse
Chapter 11: Organizing Your Estate Documents
Glossary
Index
Quicken WillMaker and Trust 2020
Quicken WillMaker & Trust 2020 Includes:
ESTATE PLANNING DOCUMENTS
- Legal Will
- Revocable Living Trust
- Durable Power of Attorney for Finances
- Final Arrangements
- Health Care Directive (Living Will & Health Care Power of Attorney)
- Information for Caregivers and Survivors
- Letter to Survivors
- Property Worksheet
- Revocation of Health Care Directive
HOME & FAMILY DOCUMENTS
- Authorization for International Travel With Minor
- Authorization for Minor's Medical Treatment
- Authorization to Drive a Motor Vehicle
- Child Care Agreement
- Child Care Instructions
- Elder Care Agreement
- Pet Care Agreement
- Housekeeping Services Agreement
- Housesitting Instructions
- Request for Birth Certificate
- Notice to Put Name on Do Not Call List
- Subscription or Membership Cancellation form
- Temporary Guardianship
- Authorization for Care of Minor
EXECUTOR DOCUMENTS
- Affidavit of Domicile
- Employee Death Benefits Letter
- Executor's Letter to Financial Institution
- General Notice of Death
- Request for Death Certificate
- Notice to Creditor of Death
- Executor's Checklist
PERSONAL FINANCE DOCUMENTS
- General Bill of Sale
- Security Agreement for Borrowing Money
- Limited Power of Attorney for Finances