The complexities of getting your personal affairs in order are examined in Wills, Trusts and Estate Planning by Margaret K. Ellis. This comprehensive guide stresses the importance of making a will and nominating beneficiaries, while planning for incapacity or healthcare when elderly. Record-keeping advice includes...

David Grau Sr. JD shares 35 years of succession planning experience in Building With The End In Mind. Succession planning is a step-by-step tool that transitions ownership internally to the next-generation owners. Grau not only covers a comprehensive range of methods and tools, but also...

Claiming Social Security benefits and medical expenses can seem daunting. The question is not only how to claim, but when to claim. Margaret K. Ellis has produced Social Security and Medicare, a comprehensive guide that will provide answers. The author describes what the Social Security...

Margaret K. Ellis’s Living Trusts Made Simple offers a clear, straightforward guide to handling property transfers and preparing for the future. The book clarifies the confusing legal rules surrounding asset distribution, pointing out the errors people make while managing their paperwork over the years. It...

If you do not have a will, you are not alone, but this oversight could pose difficulties for your family in the event of your death or severe disability. Get Your Affairs in Order: The Complete Estate Planning Guide and Organizer is a timely call...

The Retire Sooner Method: The 5 Secrets Behind America’s Happiest (and Unhappiest) Retirees by Wes Moss is a must-read for everyone seeking financial freedom. First on the list of secrets is the need to reach a realistic financial level that allows you to live free...

Sarah Barry's 9 Habits of Happy Retirees approaches retirement as something beyond our typical idea of retiring, which is focused on one thing: massive financial achievement. Barry walks readers through the emotional, physiological, and psychological landscape most of us often miss. From leaving a...

In her memoir Who Will Name the Bees?, Sarah Church Vosburgh recounts the period when her mother’s memory loss begins to affect her safety at home, leading to a decision that changes their roles into caregiver and dependant. Vosburgh arranges a care home placement in...

Beyond Bedrails and Bingo: Myths, Truths, and the Future of America’s Nursing Homes by Dave Devereaux is a detailed account of how Americans enter nursing homes and how those institutions function once a patient arrives. Devereaux traces the typical path from a medical emergency through...

Gay Marriage After Retirement: 25 Questions for Gay Couples to Ask and Answer Before You Marry by Amy Rose Herrick is an excellent guide for any couple, gay or straight, to use in their senior years. Several important points stood out to me. First, financial...