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 : 22. 12 MB
Format : PDF, ePub, Mobi
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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 : 68. 67 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.

The Complete Guide To Organizing Your Records For Estate Planning

Author : John N. Peragine, Jr.
ISBN : 9781601382351
Genre : Business & Economics
File Size : 36. 4 MB
Format : PDF, 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.

Plan Your Estate

Author : Denis Clifford
ISBN : 9781413325126
Genre : Law
File Size : 40. 43 MB
Format : PDF, Mobi
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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.

My Family Record Book

Author : Harris N. Rosen
ISBN : 0692481621
Genre : Estate planning
File Size : 32. 93 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!" --

Mom S Guide To Wills Estate Planning The

Author : Liza Hanks
ISBN : 9781413310719
Genre : Law
File Size : 73. 88 MB
Format : PDF, ePub, Docs
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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.

Memorybanc

Author : Kay H. Bransford
ISBN : 9781630472504
Genre : Reference
File Size : 78. 26 MB
Format : PDF, Mobi
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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.

Make Your Own Living Trust

Author : Denis Clifford
ISBN : 9781413323405
Genre : Law
File Size : 34. 76 MB
Format : PDF, Docs
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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.

Set Your House In Order

Author : Howard Dayton
ISBN : 0965111458
Genre : Estate planning
File Size : 63. 92 MB
Format : PDF, ePub
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The Aba Checklist For Family Heirs

Author : Sally Balch Hurme
ISBN : 1616328525
Genre : Law
File Size : 87. 29 MB
Format : PDF, ePub
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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.

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