The AROHE Estate planning series Recordings and Resources
Part I: Introduction to Estate Planning: The Five Essential Documents
This course will explain the five essential documents used in estate planning, including their purposes and the choices they involve. These include, more or less in order of importance: Durable Power of Attorney, Health Care Proxy, Will, Revocable Trust, and Medical Directive Download the Slides
Part II: Trusts - The Swiss Army Knife of Estate Planning
This course will teach the basics of trusts, including the essential elements of every trust and their many uses, including probate avoidance, tax reduction, planning for incapacity, and asset protection. It will explain the role of trustees and the rights of beneficiaries and the difference between revocable and irrevocable trusts. Download the Slides
We will explain the difference between Medicare and Medicaid and what they cover as well as the basic eligibility rules for Medicaid and Medicaid planning. It will also review some of the prior course material on planning for incapacity. The tax section of the class will provide an introduction to both estate taxation and estate tax planning (relevant to few taxpayers today) and the ins and outs of the tax on capital gain, Download the Slides
The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool, by Harry S. Margolis, is a comprehensive and approachable resource designed to demystify trusts and their role in estate planning, particularly for Baby Boomers. The book offers clear explanations, step-by-step guidance, and practical examples based on the author’s 30+ years of experience in elder law and estate planning.
The guide addresses key questions and concepts for anyone creating, managing, or benefiting from a trust. It explains the different types of trusts—revocable (living), irrevocable, and testamentary—and describes when and why each might be appropriate. Chapters clarify trustee responsibilities, beneficiary rights, how distributions and taxes are handled, and the pros and cons of using trusts for asset protection, tax efficiency, and long-term care planning.
If you're over 55, you probably know you need an estate plan. What you might not know is how to create one. Questions about cost, confusion about options, and difficulty talking about subjects like disability and death can make the process of preparing for the future seem overwhelming. That's probably why most people put it off-even though the results of doing nothing can sometimes be devastating.
What you need is a guide that explains the process clearly and comprehensively, in terms you can understand and actually use. Get Your Ducks in a Row: The Baby Boomers Guide to Estate Planning tells you everything you ever wanted (or perhaps never wanted) about estate planning.
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