get it together organize your records so your family wont have to

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Get It Together

Author : Melanie Cullen
ISBN : 9781413323153
Genre : Business & Economics
File Size : 86. 30 MB
Format : PDF, ePub, Mobi
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This workbook is a complete guide to collecting and organizing important papers and information, and it makes the process easy for the reader and for loved ones who will wrap things up when the time comes. The author leads readers through the process step by step, prompting them to provide information that will make sure family members don’t lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history).

Get It Together

Author : Melanie Cullen
ISBN : 9781413323153
Genre : Business & Economics
File Size : 68. 86 MB
Format : PDF, ePub, Docs
Download : 143
Read : 1275

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This workbook is a complete guide to collecting and organizing important papers and information, and it makes the process easy for the reader and for loved ones who will wrap things up when the time comes. The author leads readers through the process step by step, prompting them to provide information that will make sure family members don’t lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history).

Get It Together

Author : Melanie Cullen
ISBN : 9781413320718
Genre : Business & Economics
File Size : 29. 90 MB
Format : PDF
Download : 131
Read : 416

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Helps organize information for estate planners, and shows how to keep track of such important documents as tax records, insurance policies, and passwords.

Get It Together

Author : Melanie Cullen
ISBN : 9781413312713
Genre : Business & Economics
File Size : 69. 97 MB
Format : PDF, ePub, Mobi
Download : 707
Read : 1183

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"This workbook with CD-ROM is a complete guide to collecting and organizing important papers and information--for yourself and for loved ones who will handle your affairs after your death. All resources, laws and information will be fully updated for thefourth edition"--Provided by publisher.

The Complete Guide To Organizing Your Records For Estate Planning

Author : John N. Peragine, Jr.
ISBN : 9781601382351
Genre : Business & Economics
File Size : 64. 68 MB
Format : PDF, Kindle
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Planning your estate is a long, complicated process that requires much time and effort. The process of organizing your records for estate planning is equally time consuming and complex. Hiring an attorney to assist you may cost more than you are willing to spend. With the help of The Complete Guide to Organizing Your Records for Estate Planning, you can not only take charge of your estate planning documentation, but also save time, money, and effort. In this new book, you will learn how to find an organizational system that works for you, where to look for records, what to record, who to tell, where to keep records, and how often to update your records. You will also find information on creating a will or a living will, setting up a trust, assigning power of attorney, and filling out health care directives. Additionally, you will learn about the documents that should be included in your estate plan, such as insurance policies, Social Security cards, birth certificates of minor children, stock brokerage statements, credit card numbers and statements, certificates of deposit, real estate deeds, mortgage statements, retirement account savings, non-retirement account savings, and current bank statements. The CD-ROM is filled with sample documents and worksheets, as well as a checklist of often overlooked information, including any medications you take, where you worked, where your savings and checking accounts are located, where your car title is located, what your funeral plans or wishes are, and who should receive what. The Complete Guide to Organizing Your Records for Estate Planning will help you prepare your documents and record your final instructions and wishes. By using the information provided in this book you will save money you might otherwise have spent on legal and accounting fees. In addition, you will save your family the frustration of searching for these documents if something should ever happen to you. This book, written in an easy-to-understand language, will walk you through the process of organizing your records and make the process much easier for you and your family. The companion CD-ROM is included with the print version of this book; however is not available for download with the electronic version. It may be obtained separately by contacting Atlantic Publishing Group at [email protected] Atlantic Publishing is a small, independent publishing company based in Ocala, Florida. Founded over twenty years ago in the company presidentâe(tm)s garage, Atlantic Publishing has grown to become a renowned resource for non-fiction books. Today, over 450 titles are in print covering subjects such as small business, healthy living, management, finance, careers, and real estate. Atlantic Publishing prides itself on producing award winning, high-quality manuals that give readers up-to-date, pertinent information, real-world examples, and case studies with expert advice. Every book has resources, contact information, and web sites of the products or companies discussed.

Life Organizer

Author : Nancy Randolph Greenway
ISBN : 9781599620923
Genre : Business & Economics
File Size : 67. 67 MB
Format : PDF, ePub
Download : 864
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Do you remember where the deed to your house is, what you paid for the painting hanging over your mantle, where your life insurance documents are? Have you photographed your belongings? Have you thought through your estate planning? Does anyone know what to do if something happens to you? Does everyone know what your wishes are? Life Organizer: The Essential Record Keeper & Estate Planner is the perfect place for storing all essential information, and finding lots of personal planning advice. Learn how an estate plan is, well…planned, and what you need to get started. In one handy location, find reader-friendly explanations, definitions, tips, worksheets and storage space for everything you need to organize your wishes and assets, and get on with your life! Nancy Randolph Greenyway, the extraordinary co-author of Pass it On: A Practical Approach to the Fears and Facts of Planning Your Estate (Hyperion), combines clear and friendly prose with legal expertise to make Life Organizer the definitive resource for reference, organization, and storage in all matters of basic estate planning. The organizer is divided into eight sections: • Family and Beneficiaries • Personal Considerations • Property and Investment Records • Insurance, Retirement and Business • My Will, Trusts and Gifts • Health Care Choices • Final Wishes • Resources and Advisors Produced as a three-ring-binder, Life Organizer includes 8 tabs with pockets, 15 plastic sleeves for storing copies of important documents, and 1 sleeve to hold 2 DVDs for photo and video inventory, plus dozens of worksheets, checklists, and pages for contact information of family members and professionals. Whether you're a baby boomer planning your estate, parent with a new family, or recent grad just beginning to earn an income, it's a beautiful and helpful organizer for anyone at any age. Nancy Randolph Greenway is co-author and primary writer of Pass it On: A Practical Guide to the Fears and Facts of Planning Your Estate (Hyperion, 2001). With a law degree and personal experience in estate matters across many states, Greenway remains uniquely qualified to distill estate-planning concerns faced at any stage of life.

What To Do With A Houseful Of Memories

Author : Marni Jameson
ISBN : 1454916338
Genre : Family & Relationships
File Size : 84. 80 MB
Format : PDF, Docs
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It s a rite of passage: the emotional journey of downsizing your or your aging parents' home. Here, syndicated home columnist Marni Jameson chronicles her own experience and blends it with advice from national experts to sensitively guide readers through the difficult process. From opening that first closet to selling the house, she provides guiding lights and a strategy to help readers accomplish the task quickly, respectfully, and rewardingly."

Aba Aarp Checklist For My Family

Author : Sally Balch Hurme
ISBN : 1627229825
Genre : Family & Relationships
File Size : 48. 40 MB
Format : PDF, ePub
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This book guides the reader through the process of gathering in one place your finances, legal documents, online accounts, wishes about medical care, and more. With this one-of-a-kind guide, you'll stay in control of your life and feel satisfied in knowing that if anything happens to you, you and your family will be well prepared. Original.

Plan Your Estate

Author : Denis Clifford
ISBN : 9781413322866
Genre : Law
File Size : 86. 5 MB
Format : PDF
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Turn to Plan Your Estate for straightforward, plain-English explanations of each of your estate-planning options, so you can make the best decisions for you and those you love. Attorney Denis Clifford shows you how to: avoid probate leave property through a will or trust use life insurance to provide for your loved ones name a guardian for your minor children leave property to a young person plan for incapacity implement strategies specific to business owners reduce estate taxes make final arrangements The 13th edition is revised with the latest federal and state laws, including updated information about estate and gift taxes and new information about how recent changes in the law affect estate planning for same-sex spouses.

When I M Gone

Author : Kathleen Fraser
ISBN : 1550465147
Genre : Self-Help
File Size : 88. 94 MB
Format : PDF, ePub, Docs
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Preparation for loved ones for when you are just not there. All too often, parents, mates or other family members die or go away suddenly without leaving important banking information, house and car maintenance records, PIN numbers, the location of keys, codes, phone numbers, addresses and so much more. Everyone wants to be more methodical in keeping such records and instructions, and Kathleen Fraser provides the guidebook to make it easy for those left behind. Elegantly designed and tastefully illustrated, When I'm Gone is a practical fill-in record book and resource manual to help loved ones better handle all the little details of life when someone dies or is away for extended periods because of debilitating illness or other reasons. This book provides a place to give instructions not only concerning wills, funeral arrangements, insurance, lawyers and last wishes, but also about all the day-to-day details of the household. This book includes useful information and space to write in notes on: Key contacts and the location of important documents, including wills and powers of attorney Medical care and advance medical directives (living wills) Setting up trusts and choosing guardians for children and other dependents Care of pets Finances and property Maintenance of homes and vehicles Access to and operation of computers Instructions for favorite belongings, from family heirlooms to the old set of golf clubs. This is the practical guide to the essential data that anyone left behind, including any executor of a new estate, would love to find in a handy place.

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