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

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Get It Together

Author : Melanie Cullen
ISBN : 9781413323160
Genre : Business & Economics
File Size : 90. 70 MB
Format : PDF, 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
ISBN : 9781413323153
Genre : Business & Economics
File Size : 62. 16 MB
Format : PDF, ePub, Mobi
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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 : 9781413314588
Genre : Law
File Size : 74. 68 MB
Format : PDF, Kindle
Download : 476
Read : 633

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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.

The Complete Guide To Organizing Your Records For Estate Planning

Author : John N. Peragine, Jr.
ISBN : 9781601382351
Genre : Business & Economics
File Size : 51. 46 MB
Format : PDF, ePub, Mobi
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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.

My Family Record Book

Author : Harris N. Rosen
ISBN : 0692481621
Genre : Estate planning
File Size : 21. 51 MB
Format : PDF
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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!" --

A Graceful Farewell

Author : Maggie Watson
ISBN : 187938468X
Genre : Family & Relationships
File Size : 60. 45 MB
Format : PDF, ePub
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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.

Plan Your Estate

Author : Denis Clifford
ISBN : 9781413322866
Genre : Law
File Size : 77. 23 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.

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