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The ABA Commission on
Law and Aging has a whole section on various state laws on its website.
Chart
on advance directives, living wills, etc., in the 50 states
(however, it is only up-to-date through Sept. 2008).
Index
to the other statutes (guardianship, DPOA, etc.)
Consumer's
Tool Kit for Health Care Advance Planning (ABA
Commission on Law and Aging)
A "tool kit" with worksheets, suggestions and resources
to assist in advance planning for health care decisions.
Health
& Financial Decisions - Legal Tools for Preserving Your Personal
Autonomy (American
Bar Assn. Commission on Law and Aging)
You have the right to make choices based upon your own values, beliefs
and wishes, even if others disagree with you. Therefore, it is important
to state your desires in writing about health and financial decisions
when you are capable of clearly expressing your wishes. Click
here for the Spanish version.
Intro
to Estate and Gift Taxes (IRS - Publication 950)
Revised September 2008
Last
Wills and Testaments Line by Line (Elizabeth L. Brown)
This product provides an in-depth explanation of the process involved
in drafting a last will and testament. It provides readers with
crucial information regarding the meaning of commonly used provisions,
as well as information surrounding issues that often affect the
ultimate administration of a last will and testament. The reader
will gain insight into who should have a last will and testament
and the drafting process required, including ways in which the estate
planning practitioner can add value for the client.
Trust
as Beneficiary of IRA is a Popular Strategy (Wall Street Journal
- 8/29/09)
Answers the question: My wife and I are both over 65 and are doing
some estate planning. Can I transfer funds from a traditional IRA
to a trust without immediately being taxed? What would be the tax
consequences of making the trust the beneficiary of my IRA?
Using
Annuities for Long-Term Care Planning (Elder Law Weblog - 9/23/08)
Insurance agents and financial institutions often advertise annuities
as the perfect way to generate retirement income. While annuities
can be a valuable retirement tool, if you are buying an annuity
as part of a Medi-Cal planning strategy, you need to fully understand
what you are getting.
Whose
Life Expectancy Is It, Anyway? Determining Which Trust Beneficiaries
are Countable for Required Minimum Distribution Purposes (Michelle
Ward)
Explains the complex rules governing IRA accounts in determining
the correct life expectancies to use in calculating required minimum
distributions.
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