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Keyword Search Results

Estate Planning

1. English: Fraud Bingo Game
   Consumer Action's Fraud Bingo is a fun activity you can use in your trainings.
2. Books: The Complete Book of Wills, Estates & Trusts
   Whether grappling with modest or extensive assets, The Complete Book of Wills, Estates, and Trusts, now in its third edition, is a good guide for protecting your estate. This completely revised edition has been updated…
3. Books: Baby Boomer’s Guide to Estate & Medicaid Planning
   While estate and Medicaid planning can be overwhelming and intimidating, this resource demystifies all the complexities with an emphasis on lifetime planning—health care powers of attorney, living wills, financial powers of attorney, long-term care insurance,…
4. English: Elder Fraud : Preventing Senior Scams - Lesson Plan
   This updated packet provides guidance for teachers and team leaders. The packet contains a detailed curriculum, classroom activities and take home worksheets. (Note: It is only available as a PDF file.)
5. Press: Using software to write a will
   I drafted my will four times this week — not because I was obsessed with the macabre, but because I wanted to test how computer-generated wills would fare under human scrutiny. I confess that I…
6. English: Elder Fraud - Leader’s Guide
   According to AARP, older people who fall for scams tend to believe the pitches they hear. Many believe they have a good chance of actually winning a prize or that the products they see advertised…
7. English: Money Management 1-2-3: THREE: Planning a Secure Future
   The “Money Management 1-2-3: Be Smart about Money All Your Life” series focuses on basic money skills at the beginner, intermediate and advanced level. Planning a Secure Future focuses on leaving the workforce, retirement, winding…
8. Press: Estate planning in a time of tax uncertainty
   Congress is coming back next week, but no one is hazarding a guess as to how lawmakers will handle the issue of estate and income taxes. Last year, every tax adviser was confident that Congress…
9. English: Elder Fraud : Preventing Senior Scams - Powerpoint Training Slides
   The Preventing Senior Scams Powerpoint training file is available for download in the "Download File" section.
10. Press: Times change wills, yet many Americans don’t have one
    Just as domestic partners, pets and digital assets have made wills more important than ever, nearly half of Americans do not have one — putting the future of their families and loved ones at risk.…