Estate and Financial Planning for People Living with COPD

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Estate and Financial Planning for People Living with COPD

SKU# 9781936303342

Author: Martin M. Shenkman CPA, MBA, JD


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"COPD, or chronic obstructive pulmonary disease, is a progressive disease that makes it hard to breathe. Emphysema and chronic asthmatic bronchitis are the two main conditions that make up COPD. Estate-planning is crucial for those living with a chronic condition, as they must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney.

Estate and Financial Planning for People Living with COPD covers all of those topics plus:

  • How to write your will
  • How to determine how much life insurance your family needs
  • How to figure out whether you need a living trust
  • Learn about powers of attorney
  • When to work with a lawyer, if you need to

Product Details 

  • Publication Date November 02, 2012
  • Page Count 224
  • Product Form Paperback / softback
  • ISBN 13 9781936303342
  • EISBN 9781617051357

Table of Contents 

"1. Financial Planning: The Basics
2. 7 Steps of Estate Planning
3. COPD and How a Chronic Illness Affects Estate Planning
4. Organizing Legal, Financial, and Other Information: The Key to Your Security
5. Power of Attorney: Authorizing Someone to Take Legal Action for You
6. Ensuring Access to Your Medical Records: HIPAA
7. Your Health Care Proxy and Living Will: Designating Someone to Make Health Care Decisions for You
8. Emergency Child Medical Form
9. Your Will: Distributing Assets and Caring for Your Loved Ones
10. Revocable Living Trust: Maintaining Control and Protecting Yourself When You Have COPD
11. Charitable Giving
12. Other Considerations
13. Getting Started"

Editorial Review(s) 

“Is a ‘MUST READ’ book by anyone who has COPD, their family, and for estate and financial planning professionals. Mr. Shenkman does an exceptional job of providing essential estate and financial planning tools and techniques for people and their financial advisors with this dreaded disease, which is the third leading cause of premature death and disability in America.” —Valentino Sabuco, CFP®, AEP®, Executive Director & Publisher, The NAEPC Education Foundation (The National Association of Estate Planners & Councils)

“This very easy-to-read resource should be on the shelves of all COPD individuals and their professional advisors, as well as close family members of COPD individuals…full of very practical special provisions and considerations that can be vitally important for COPD individuals in the various components of their estate and financial planning, but that are often overlooked.” —Stephen R. Akers, Managing Director, Bessemer Trust

“Shenkman, in this practical and understandable book, guides those living with COPD and their loved ones through the steps, all tailored to address the nuances of COPD. This book is one of those rare resources that provide both comprehensive and practical answers to this very real and serious problem. Because Marty writes in such a clear readable format, it is highly recommended for both consumers and their advisers.” —Richard A. Oshins, Oshins & Associates, LLC