Keith R. Fevurly Livres

Part 1: The Financial Planning Process.- Chapter 1: Understanding the Challenge: The Need to Begin.- Chapter 2: Do You Need a Financial Planner?.- Chapter 3: Elements of Personal Financial Planning and the Wealth Management Process.- Part 2: Protecting Yourself, Your Family, and Your Property.- Chapter 4: Insuring Yourself and Your Family.- Chapter 5: Insuring Your Health and Long-term Care.- Chapter 6: Insuring Your Earning Power.- Chapter 7: Insuring Your Property.- Chapter 8: Optimizing Your Employment Benefits.- Part 3: Accumulating Wealth.- Chapter 9: Investing in Financial Assets.- Chapter 10: Investing in Real Assets.- Chapter 11: Investing in Use Assets.- Part 4: Defending Wealth.- Chapter 12: Income Tax Planning and Management.- Chapter 13: Transfer Tax Planning and Management.- Chapter 14: Life Events that Endanger Wealth.- Part 5: Distributing Wealth During Your Lifetime.- Chapter 15: Planning for Your Child's Higher Education.- Chapter 16: Planning for the Financial Aspects of Retirement.- Chapter 17: Planning for the Lifestyle Needs of Retirement.- Chapter 18: Planning for Other Lifetime Goals.- Part 6: Distributing Wealth at Death.- Chapter 19: Estate Planning.- Chapter 20: Philanthropy.- Part 7: Summarizing the Personal Financial Planning Process.- Chapter 21: Reaping the Rewards.- Appendix A: Sample Data-Gathering Form.- Appendix B: Sample Budget.- Appendix C: Power of Attorney.- Appendix D: Declaration as to Medical or Surgical Treatment and Medical Durable Power of Attorney.- Appendix E: Sample Personal Letter of Instruction.- Glossary.-

Focusing on crucial aspects of aging, this guide addresses retirement planning, income strategies, and estate planning for individuals aged 55 and over. It covers maximizing Social Security benefits, Medicare, and long-term care options, while also considering living arrangements and succession planning for family businesses. The book includes practical forms for estate and business planning, making it a valuable resource for seniors navigating their golden years. Authored by an experienced estate planning attorney, it combines expert insights with comprehensive financial strategies.