Senior Citizens Handbook

by Jackie Bedard on April 9, 2009

in Estate Planning,Retirement Planning

The North Carolina Bar Association’s Young Lawyer Division has a terrific Senior Citizens Handbook that serves as a resource for senior citizens and their families.  While the handbook emphasizes North Carolina law and programs and is written for senior citizens, it also contains general information that would be helpful to caregivers, younger persons or persons living out of state.

Topics covered include:

Money Matters

  • Social Security and Supplemental Security Income
  • Food Stamps
  • Bank Accounts
  • Income Taxes
  • Individual Retirement Accounts
  • North Carolina Property Taxes on Residences
  • Private Retirement Plans

Health Care

  • Medicare
  • Medicaid
  • Nursing Homes
  • Drugs
  • Patients’ Rights
  • Confidentiality
  • Advance Directives
  • Health and Life Insurance

Rights and Protections

  • The Con Game
  • Identity Theft
  • Unwanted Solicitation: Phone Calls and Junk Mail
  • Age Discrimination in Employment
  • Voting Rights
  • Housing
  • Protection Against Crime
  • Abuse and Neglect

Planning for the Future

  • Generally
  • Owning Property
  • Wills and Disposition of Property
  • Probate and Estate
  • Power of Attorney
  • Health Care Powers of Attorney and Living Wills
  • Living Trusts
  • Guardianship
  • Gift, Estate and Inheritance Taxes
  • Veteran’s Affairs
  • Where to Call For Help

Legal Services

  • Reference and Referral Information

Glossary of Common Terms

The publication is updated periodically.  The most recent version was updated in mid-2005.  As such, some of the benefit eligibility limits, dollar amounts and tax rates may have changed since publication, but the handbook still serves as a great information source to aid in understanding the different topics.

To download a copy of the handbook Click Here.

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