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 : 21. 92 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 : 9781413323153
Genre : Business & Economics
File Size : 42. 22 MB
Format : PDF, Kindle
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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 : 9781413320718
Genre : Business & Economics
File Size : 47. 97 MB
Format : PDF
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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.

Plan Your Estate

Author : Denis Clifford
ISBN : 9781413322866
Genre : Law
File Size : 47. 9 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.

Life Organizer

Author : Nancy Randolph Greenway
ISBN : 9781599620923
Genre : Business & Economics
File Size : 80. 26 MB
Format : PDF, ePub, Docs
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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
ISBN : 0692481621
Genre : Estate planning
File Size : 37. 49 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!" --

What To Do With A Houseful Of Memories

Author : Marni Jameson
ISBN : 1454916338
Genre : Family & Relationships
File Size : 44. 13 MB
Format : PDF, Mobi
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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."

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