It Wasn't on my Calendar!: 13 Lessons in Working Through Elder Care and Alzheimer's - Couverture souple

Cummings CPA, William

Couverture souple

ISBN 10 : 1499101716 ISBN 13 : 9781499101713

Editeur : CreateSpace Independent Publishing Platform, 2014

Synopsis

Most people do not plan for a medical, mental or aging crisis for a parent—or themselves, and if such a crisis is not on your calendar, prepare now. None of us know what we don’t know, and when a loved one’s health and/or mind are failing, this is no time to have a crash-course in learning. •Who do I turn to for advice? •What kind of questions do I ask? •Do I plan a loved one’s care for this immediate crisis—or make a plan that includes future needs as conditions worsen? •How do I respond to the many needs: place to live (kinds of facilities), care (who provides and what kinds), costs (and how to pay them), and advisors (finding the right people to handle finances and elder planning). If you have more questions than answers, this first-hand guidebook, written by a CPA/ financial planner about his dad’s situation, will provide answers. Now you will be able to deal with your own situation with more knowledge and focus. Cummings divides his experiences into 13 lessons; some that are chocked full of practical advice for family members, caregivers and professionals: How Do We Respond? What Resources are Available? It Is Not About You Getting the Right Medical Help Know If and When to Move Him From His Home Know the Best Place for Your Loved One to Live Know All of Your Options on How to Pay for it Selecting the Right Financial Advisor Get the Right Financial Advice Proper Estate Planning

A propos du livre

À propos de l'auteur

William G. (Bill) Cummings, CPA, CTC, and PFS, is president of the Cummings Financial Organization. Bill likes the challenge of being a CPA and Financial Planner. With so many moving parts to the business, such as the economy, regulatory matters, client’s emotions, monetary, tax, and social factors, it is like putting a puzzle together to help his clients see the big picture, instead of all of the moving parts. When his father’s stroke and Alzheimer’s brought the family to action, Bill quickly learned what he did not know about health care decisions, and now he helps other families become informed. Today he has first-hand experience with such matters as how to pay the least amount in taxes, retirement planning, investment planning, insurance planning, estate planning, and elder care planning. Bill acts as a “chief financial officer” for his clients, as he coordinates all aspects of their financial matters. Bill and his wife, Kimberli, reside in beautiful Tampa, Florida; they have five children. He and his wife are active in their community, supporting various charities in the Tampa Bay.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2014
• Langue: anglais
• ISBN 10: 1499101716
• ISBN 13: 9781499101713
• Reliure: Broché
• Nombre de pages: 134
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg