Get It Together

Author: Melanie Cullen
Publisher: Nolo
ISBN: 1413323162
Size: 67.60 MB
Format: PDF, ePub, Docs
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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
Publisher: Nolo
ISBN: 1413323154
Size: 67.55 MB
Format: PDF, Mobi
View: 6801
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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.

The Complete Guide To Organizing Your Records For Estate Planning

Author: John N. Peragine, Jr.
Publisher: Atlantic Publishing Company
ISBN: 1601382359
Size: 16.21 MB
Format: PDF, ePub, Docs
View: 4659
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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.

Plan Your Estate

Author: Denis Clifford
Publisher: Nolo
ISBN: 1413325122
Size: 28.25 MB
Format: PDF, Docs
View: 1587
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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, and make final arrangements. Applies in all U.S. states except Louisiana.

Life Organizer

Author: Nancy Randolph Greenway
Publisher: Welcome Books
ISBN: 1599620928
Size: 19.58 MB
Format: PDF, ePub, Docs
View: 1458
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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.

My Family Record Book

Author: Harris N. Rosen
Publisher: Harris N. Rosen Books
ISBN: 9780692481622
Size: 38.64 MB
Format: PDF, ePub, Docs
View: 7714
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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!" --

Memorybanc

Author: Kay H. Bransford
Publisher: Morgan James Publishing
ISBN: 1630472506
Size: 57.58 MB
Format: PDF, Mobi
View: 4277
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Secure your financial and online assets with MemoryBanc Your Workbook For Organizing Life. Today, more than $58 billion is sitting with state and federal treasurers representing bank accounts, insurance, tax returns, and retirement accounts that were lost in the shuffle of a move, personal crisis, or death. Nearly half of adults over forty can expect to face a short-term disability before they reach sixty-five and 70 percent of American’s over sixty-five will need three years of care and support. MemoryBanc makes it easy to document accounts, usernames, and medical history so they can be easily found or shared should they ever be needed by a spouse or loved one. It also helps couples that divide and conquer stay on the same page and gives individuals a way to easily hand over important information should it ever be needed. With the help of MemoryBanc, readers no longer have to store their information in their heads, on their phones, in a file, or under a keyboard—they now have one place that captures it all. Find out how easily it is to secure your assets with MemoryBanc Your Workbook For Organizing Life.

Mom S Guide To Wills Estate Planning The

Author: Liza Hanks
Publisher: Nolo
ISBN: 1413310710
Size: 55.22 MB
Format: PDF, Mobi
View: 7676
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Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.

Make Your Own Living Trust

Author: Denis Clifford
Publisher: Nolo
ISBN: 1413323405
Size: 15.25 MB
Format: PDF, ePub, Mobi
View: 6368
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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.