The Financial And Estate Planners Guide To Continuing Care Retirement Communities

Download or read book The Financial and Estate Planner's Guide to Continuing Care Retirement Communities written by Virginia Traweek and published by . This book was released on 2013-08-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Continuing care retirement communities (called "CCRCs" by industry insiders) are retirement communities that offer multiple living options (independent living, assisted living, and nursing). In exchange for an entrance fee and ongoing monthly fees, CCRC's agree to care for residents for the rest of their lives. Written by a former senior housing consultant, "The Financial & Estate Planner's Guide to Continuing Care Retirement Communities" is a planner's overview of the popular senior housing product. The book shows you: - What services are offered for seniors - How to find communities in your area - How to conduct online searches for community information - How to read resident contracts and community disclosure statements - How to value CCRC contracts and analyze benefits - Why some communities go bankrupt - Some warning signs for potential residents of CCRCs The book also includes several sample pages for client planning sessions and an introduction to the Microsoft Excel formulas used to create the book's analyses. Your client deserves the best advice when choosing his/her retirement community. "The Financial & Estate Planner's Guide to Continuing Care Retirement Communities" will walk you through the entire process in simple, easy-to-understand language! Note: There is significant overlap between this book and "Continuing Care Retirement Communities: An Insider Tells All." If you prefer a less technical explanation of senior housing, you might select this edition instead.