Below are resources for further reading that offer reliable information on estate planning and related topics. A link to for each title is provided solely for your convenience; Gustafson Gervasi Law Office does not benefit financially from purchase of these publications through Amazon or any other retailer.

The Most Comprehensive Guide to Both the Financial and Emotional Sides of Passing on Your Legacy

Elizabeth Arnold

Portfolio Trade (December 26, 2006)

There is more to completing a will than figuring out who gets your house, retirement, and other savings. Have you thought about who should have your wedding band, family photo albums, your grandfather's hunting rifle? People often overlook the importance of family momentos that mean a lot to younger generations, and can cause disagreements after a loved one is gone. Arnold's book is filled with tips and suggestions, and is well worth a read.


Kenney F. Hegland and Robert B. Fleming

Carolina Academic Press, 2007

Alive and Kicking: Legal Advice for Boomers offers concise chapters on a range of legal issues faced by many Boomers. From estate planning to re-marriage to Social Security and Age Discrimination, the book is a handy reference tool for Boomers or those lending a helping hand or professional counsel to America's Boomers.


Eric C. Carlson and Katharine Bau Hsiao

National Senior Citizens Law Center, 2006

For anyone with aging parents, The Baby Boomer’s Guide is a wonderful resource for an introduction to the world of nursing homes. The book starts off encouraging the read to question whether a nursing home is the appropriate setting for a loved one, pointing out the growth in assisted living facilities and family care options allowing seniors to stay in his or her own home.

One limitation of the book is that it is general; it does not give state-by-state specifics on certain topics, such as Medicaid qualifications. Yet, it is a great introductory read.

If a nursing home is the proper setting for your loved one, the authors have put together a thorough, step-by-step guide to topics you should consider. From choosing a nursing home to paying for the care, to resident rights, to resolving problems, the books offers tips and useful checklists of information many people may fail to consider. Overall, the book emphasizes preliminary planning, which allows for thorough decisions to be made and input family members to offer input. The reader will walk away with questions that should be asked when selecting a nursing home: philosophy of care, location, payment options and a web site for comparing nursing homes;

I would recommend this book for anyone who has an aging parent or loved one. Whether you will be the primary decision maker or offering input to others, The Baby Boomer’s Guide to Nursing Home Care will give you the right questions to ask as well as resources to find answers to your family’s questions.

How You Can Save Money on Insurance - and Still Get the Coverage You Need

Kimberly Lankford

Kaplan Business, 2006

This is an excellent resources for individuals or families evaluating various insurance options. If you are an expectant parent researching life insurance options, a retiree considering Medi-Gap coverage, or a Baby Boomer evaluating long-term care insurance this book offers easy to read practical advice on evaluating policies. A strong benefit of the book is telling the reader when they do not need coverage, such as life insurance for children. The Appendix includes a breakdown of insurances one should consider during different life phases, such as upon marriage, a child going off to college, or early retirement. Sprinkled throughout the book are various web sites where the reader can begin comparing various insurance companies and policies.

Management, Marketing, and Law
(Wiley Nonprofit Law, Finance and Management Series)

Ronald R. Jordan and Katelyn L. Quynn

Development staff from hospitals to religious institutions to civic groups to education centers will benefit from reading Planned Giving: Management, Marketing, and Law. Set out it an easy to read fashion, each chapter provides check lists and bullet points on a range of topics. Whether it is knowing when to walk away from a potential donor to combating donor fatigue, this is an excellent resource for the planned giving professional.