Working with Seniors: Health, Financial, and Social Issues

Chapter 15: Estate Planning

This chapter emphasizes that all adults, regardless of the amount of property they own, should have an estate plan to cover the possibility of incapacity while they are alive, and to distribute their legacies after death according to their wishes, rather than letting state laws govern.

You learn basic estate planning terms and concepts such as probate, types of trusts, non-probate titled property, designated beneficiaries, and the use of guardians and conservators. In addition, this chapter covers common estate planning strategies and techniques that apply to the majority of seniors, such as gifting and charitable contributions.