Featuring practical advice and easy-to-follow examples gleaned from the author’s 30-plus years of experience in elder law and estate planning, Get Your Ducks in a Row: The Baby Boomers’ Guide to Estate Planning will help you take control, make a plan, and ensure your family—and yourself—a secure and comfortable future.

Part 1: The Five (or Six or Seven) Essential Documents

Chapter 1: Durable Power of Attorney
Chapter 2: Health Care Directives
Chapter 3: HIPAA Release
Chapter 4: Wil
Chapter 5 Revocable Trust
Chapter 6: “Bonus” Essentials

Book Contents

Part 2: Special Situations in Estate Planning

Chapter 7: Estate and Gift Taxes
Chapter 8: Long-Term Care
Chapter 9: Special Needs
Chapter 10: Second Marriages or Relationships and Non-Traditional Families
Chapter 11: Retirement Plans
Chapter 12: Asset Protection
Chapter 13: Vacation Homes
Chapter 14: Non-U.S. Citizens
Chapter 15: Property in Other Countries
Chapter 16: Pets
Chapter 17: Charitable Giving
Chapter 18: Intergenerational Living
Chapter 19: Financial Planning
Chapter 20: Life Insurance
Chapter 21: Steps for the Next Generation

Part 3: Creating a Plan

Chapter 22: Do You Need an Attorney?
Chapter 23: Finding the Right Attorney
Chapter 24: Online DIY Options
Chapter 25: Worksheets and Forms
Chapter 26: What to Do with Your Documents
Chapter 27: Reviewing and Updating Your Plan