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 : 46. 37 MB
Format : PDF, Docs
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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 : 9781413323160
Genre : Business & Economics
File Size : 70. 49 MB
Format : PDF, ePub
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Get your life organized with the best workbook available! Paperwork, personal information, and passwords aren’t always easy to find, and organizing your records can seem like an intimidating task. But, whether you need to get a handle on records for yourself, your family or your executor, Get It Together will show you how to organize: instructions for survivors secured places and passwords estate planning documents funeral arrangements employment records insurance policies tax records retirement accounts government benefits real estate records and more. For those concerned about sensitive information like passwords, Get It Together lets you: Securely store an unlimited number of passwords while keeping them handy. Decide whether you want to record your information electronically or by hand. Choose the way you want to organize your passwords—for example, alphabetically or by type of product or service. Easily add related notes, such as security questions. This workbook provides a complete system for structuring and organizing your information and documents into a records binder. For each topic, you will find helpful content, rich resources and step-by-step instructions. All forms are downloadable through a link printed in the book.

Get It Together

Author : Melanie Cullen
ISBN : 9781413314588
Genre : Law
File Size : 67. 67 MB
Format : PDF, Mobi
Download : 285
Read : 852

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Get your life organized with the best workbook available! Paperwork and personal information isn't always easy to find, and organizing your records can seem like an intimidating task. But, whether you need to organize records for yourself, your family or your executor, Get It Together will show you how to keep track of: instructions for survivors secured places and passwords final arrangements estate planning documents employment records insurance policies tax records retirement accounts government benefits, and real estate records. This workbook provides a complete system for structuring a records binder and easily organizing it for your loved ones. The all-new 4th edition is easier to use than ever, with fully updated resources and references. And, if you'd like to work on your computer, use the CD-ROM and print your work and put it into a binder.

My Family Record Book

Author : Harris N. Rosen
ISBN : 0692481621
Genre : Estate planning
File Size : 31. 21 MB
Format : PDF, Kindle
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"A complete step-by-step guide that will help you keep tract of and organize: final wishes & arrangements, computer information and passwords, estate planning documents, employment records, insurances policies, tax records, retirement accounts, government benefits, real estate records, house maintenance and more!" --

Plan Your Estate

Author : Denis Clifford
ISBN : 9781413322866
Genre : Law
File Size : 74. 12 MB
Format : PDF, ePub
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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.

A Graceful Farewell

Author : Maggie Watson
ISBN : 187938468X
Genre : Family & Relationships
File Size : 31. 61 MB
Format : PDF, Docs
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A Graceful Farewell is a workbook formatted to organize personal and financial information for your own, and your family's peace of mind. Includes a special section on end-of-life issues. It's the best gift you can leave for your loved ones.

The Aba Checklist For Family Heirs

Author : Sally Balch Hurme
ISBN : 1616328525
Genre : Law
File Size : 67. 89 MB
Format : PDF
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The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD of documents that can be modified according to one's needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.

Saving The Family Cottage

Author : Stuart Hollander
ISBN : 9781413323504
Genre : Business & Economics
File Size : 65. 34 MB
Format : PDF, ePub, Docs
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Whether you’re a parent planning to pass on a cottage to your children, someone who has inherited a cabin with your siblings or other relatives, or someone who is thinking about buying a vacation home, you want to know how to keep the property in the family—and avoid squabbles over it. This book tells you how. You’ll find out how to: Prevent a family member from forcing a sale of the cottage. Keep your cottage out of the hands of in-laws and creditors. Develop a legal structure to take care of the business of ownership, freeing you and your family to enjoy your precious time at the cottage. Make a smooth transition from one generation’s ownership to the next. Saving the Family Cottage explains the problems that almost always pop up when family members with different interests and financial situations inherit a vacation home together. And it offers solutions for families who want to preserve this valuable asset for generations to come.

When I M Gone

Author : Kathleen Fraser
ISBN : 1550465147
Genre : Self-Help
File Size : 20. 16 MB
Format : PDF, ePub
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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.

Make Your Own Living Trust

Author : Denis Clifford
ISBN : 9781413323405
Genre : Law
File Size : 41. 29 MB
Format : PDF, ePub, Mobi
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Living trusts simplified! Protect your family and avoid probate with this bestselling guide Death may be inevitable, but probate doesn't have to be. By creating a living trust, your property will bypass lengthy and expensive probate proceedings and go directly to the people you've designated, quickly and easily. Make Your Own Living Trust explains what living trusts are, how they work, why you may want one. You'll learn how to: create an individual or shared living trust transfer assets to your trust, including real estate, stocks and bonds, jewelry, art, or a small business name beneficiaries for all trust property sign your document and make it legal appoint someone to manage property left to minors or young adults provide for trust property management if you become incapacitated retain absolute control over trust property while you live register, amend, or revoke a trust, and make a basic will. Make Your Own Living Trust includes all the forms you need to create your own trust, plus step-by-step instructions for filling them out. Completely updated and revised, this edition includes the latest tax and legal information, including updated information about the federal estate tax. Good in all states except Louisiana.

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