Estate and financial planning for people living with COPD / by Martin M. Shenkman.

Format:

Book

Author/Creator:

Shenkman, Martin M.

Language:

English

Subjects (All):

Estate planning.

Finance, Personal.

Physical Description:

1 online resource (225 p.)

Place of Publication:

New York, NY : Demos Medical Pub., c2013.

Language Note:

English

Summary:

COPD, or chronic obstructive pulmonary disease, is a progressive disease that makes it hard to breathe. Emphysema and chronic asthmatic bronchitis are the two main conditions that make up COPD. Estate-planning is crucial for those living with a chronic condition, as they 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 COPD covers all of those topics plus: How to write your wi

Contents:

Cover Page; Estate and Financial Planning: For People Living with COPD; Contents; Foreword; Introduction; What Is Estate (and Financial) Planning?; Why Address COPD?; What Questions Do You Have?; Challenges You Must Face to Plan; How Does COPD Affect My Planning and Planners?; I Have Enough to Deal with Already; Emotional and Psychological Impact of COPD; Hire a Pro; Watch Your Back; Planning Office Visits with Your Advisers; Summary; Chapter 1. Nine Steps of Estate (and Financial) Planning; Introduction to the Nine Steps; Nine Estate (and Financial) Planning Steps to Protect Everyone

Step 1: Organize Financial, Legal, Tax, and Emergency InformationStep 2: Create a Budget and Develop a Financial and Investment Plan; Step 3: Review all Insurance Coverage; Step 4: Designate a Person to Handle Financial and Legal Issues; Step 5: Designate a Person to Make Health Care Decisions and Access Medical Records; Step 6: Communicate Your Health Care Wishes; Step 7: Plan and Execute Beneficiary Designations and Review Ownership of Assets; Step 8: Sign a Will; Step 9: Create a Revocable Living Trust

Reconsidering the Nine Estate (and Financial) Planning Steps to Protect Someonewith COPDThe First Step: Come to Terms with the Emotional Realities of Your Health Status; Step 1: Organize Emergency Information; Step 2: Create a Budget and Develop a Financial and Investment Plan; Step 3: Review all Insurance Coverage; Step 4: Designate a Person to Handle Financial and Legal Issues; Step 5: Designate a Person to Make Health Care Decisions and Access Medical Records; Step 6: Communicate Your Health Care Wishes; Step 7: Plan and Execute Beneficiary Designations and Review Ownership of Assets

Step 8: Sign a WillStep 9: Create and Fund a Revocable Living Trust; Chapter 2. COPD Estate (and Financial) Planning Basics; Estate Planning and COPD; Chronic Illness Affects Estate Planning; Explaining COPD; Caution to Professional Advisers; Chronically Ill Family Member Incapable of Signing Documents; How COPD Affects Estate Planning; Communicate with Your Attorney and Other Advisers; Choosing People (Fiduciaries) You can Rely on; COPD May Affect the Timing of Planning; Chronic Illness Affects the Economics of Planning; A Note to Family and Caretakers

Prepare for Your First Meeting with Your Estate PlannerInform Your Estate Planner How COPD Affects Your Interactions with Them; If You Can't Afford An Estate Planner; What This Book Doesn't Cover; Probate; Estate Taxes; Medicaid and Similar Planning; Chapter 3. Comorbidity, Emotional Considerations, and Competency: Ancillary Issues Critical to Planning for Those Living with COPD; What is Comorbidity?; Emotional, Psychological, and Competency Issues are Interrelated; COPD Case Study; How Might Emotional and Psychological Responses to COPD Affect Your Planning?

Using a Care Manager to Help You and Your Loved Ones Address Emotional and Psychological Responses to COPD

Notes:

Includes index.

ISBN:

1-61705-135-7

OCLC:

821177086