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Disability Planning Resources

Overview and Contents - Plan While You Can: Legal Solutions for Facing Disability

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OVERVIEW

Have you ever asked, “Who will make financial or health care decisions for me if I am incapacitated?” . . . “How can I avoid becoming a burden on my family?” . . . “Will I be ignored in a nursing home?” . . . “How will my disabled child fare after I’m gone?”

If so, you need more than a do-it-yourself book giving you forms designed to fit “most” people. You need good professional advice tailored to addressing your concerns. This book empowers you to develop your individualized plan for facing possible disability with confidence.

Plan While You Can gives you the tools to:

• Create the living will you want
• Understand what “probate”means
• See how trusts work
• Name an advocate who can protect you or your disabled child
• Avoid losing government benefits
• Organize your important papers
• Empower someone to act for you if necessary
• Choose the right advisors
• Evaluate long term care insurance
• Design a plan that meets your needs

 
CONTENTS

Section I. Getting Started

Chapter 1 – Do I Need to Do This?

Chapter 2 – Building Blocks
Probate
Intestacy and Wills
Trusts
Life Insurance
Distribution Schemes
Estate Tax
Powers of Attorney
Guardianships
Health Care Decisions
Medicare and Medicaid

Section II. Financial Security Planning

Chapter 3 – Durable Powers of Attorney: Naming a Successor
Why you need a Durable Power of Attorney
Choosing an Agent
Overcoming Common Problems
Objection 1: Did the principal have the mental capacity to create the power?
Objection 2: Is the principal “incapacitated?”
Objection 3: Does the power authorize this activity?
Objection 4: Has the principal revoked the power?

Chapter 4 – Trusts: Personalized Protection
Advantages of Trusts
Choosing Trustees
Trustee Fees
Using An Advocate
Special Powers and Duties
Funding Your Trust

Chapter 5 – Complementing Government Benefits
Gifts to Others
Special Needs Trusts
Medicaid Planning  

Chapter 6 – Long Term Care Insurance
A Comparison Chart
Creating Your Chart  

Section III. Life and Death Decisions

Chapter 7 – Hard Choices  

Chapter 8 – Advance Directives
Living Wills
Health Care Proxy
Living Will or Health Care Proxy?
Spreading the Word  

Section IV. Teamwork

Chapter 9 – Getting it Together

Chapter 10 – Choosing Your Advisors
Build a List
Interview Your Candidates
Assess Your Candidates  

Chapter 11 – Working Together
Initial Planning Meetings
The Team Meeting
Implementing the Plan
Making Adjustments
Best Wishes

Index  

 

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