Orman, Suze

You've earned it, don't lose it : mistakes you can't afford to make when you retire - Rev. and updated - New YorkUS Newmarket P. 1999 - x, [1], 226 p.

Discusses 8 financial issues of retirement including: choosing and assessing financial advisors; estate matters such as: trust v. will, joint tenancy with right of survivorship, gifting etc.; choosing insurance policies that provide for long-term care; and minimising expenses and maximising income. Illustrates issues using relevant case stories, and provides detailed, clearly expressed guidelines for avoiding pitfalls. Uses Americal law as the frame of reference.

LRC 11.02.04 O73