The Complete Guide To Organizing Your Records For Estate Planning
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The Complete Guide To Organizing Your Records For Estate Planning
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Author : John N. Peragine, Jr.
language : en
Publisher: Atlantic Publishing Company
Release Date : 2009
The Complete Guide To Organizing Your Records For Estate Planning written by John N. Peragine, Jr. and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009 with Business & Economics categories.
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.
Get It Together
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Author : Melanie Cullen
language : en
Publisher: NOLO
Release Date : 2010
Get It Together written by Melanie Cullen and has been published by NOLO this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with Business & Economics categories.
"This workbook with CD-ROM is a complete guide to collecting and organizing important papers and information--for yourself and for loved ones who will handle your affairs after your death. All resources, laws and information will be fully updated for the fourth edition"--Provided by publisher.
The Complete Guide To Planning Your Estate In Washington
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Author : Linda C. Ashar
language : en
Publisher: Atlantic Publishing Company
Release Date : 2010-12
The Complete Guide To Planning Your Estate In Washington written by Linda C. Ashar and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010-12 with Business & Economics categories.
A guide to estate planning in Washington that provides state-specific advice on laws, probate, will substitutions, trusts, taxes, insurance, long-term care, and other related topics.
The Complete Guide To Planning Your Estate In Indiana
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Author : Linda C. Ashar
language : en
Publisher: Atlantic Publishing Company
Release Date : 2010
The Complete Guide To Planning Your Estate In Indiana written by Linda C. Ashar and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with Business & Economics categories.
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes âe" such as family or special charities âe" it becomes necessary to make special advance preparations. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Indiana will help you glide through this complicated process. This new book has been adapted to offer Indiana residents state-specific advice for estate planning. Coauthors Linda C. Ashar, attorney at law, and Sandy Baker have crafted an estate-planning primer, allowing Indiana residents to become more informed and more involved during the process. Indiana-specific information is offered throughout this book, including: Indianaâe~s probate code; Indiana rules, regulations, and laws specific to estate planning; elements of a valid Indiana will; planning your living will in Indiana; explanations of Indiana laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The bookâe(tm)s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. 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.
The Complete Guide To Planning Your Estate In North Carolina
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Author : Linda C. Ashar
language : en
Publisher: Atlantic Publishing Company
Release Date : 2009-12-15
The Complete Guide To Planning Your Estate In North Carolina written by Linda C. Ashar and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-12-15 with Estate planning categories.
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes âe" such as family or special charities âe" it becomes necessary to make special advance preparations. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in North Carolina will help you glide through this complicated process. This new book has been adapted to offer North Carolina residents state-specific advice for estate planning. Coauthors Linda C. Ashar, attorney at law, and Sandy Baker have crafted an estate planning primer, allowing North Carolina residents to become more informed and more involved during the process. North Carolina-specific information is offered throughout this book, including: North Carolinaâe~s probate code; North Carolina rules, regulations, and laws specific to estate planning; elements of a valid North Carolina will; planning your living will in North Carolina, and explanations of North Carolina laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The bookâe(tm)s easy-to-under- stand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. 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.
The Complete Guide To Planning Your Estate In Florida
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Author : Linda C. Ashar
language : en
Publisher: Atlantic Publishing Company
Release Date : 2011
The Complete Guide To Planning Your Estate In Florida written by Linda C. Ashar and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2011 with Business & Economics categories.
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes such as family or special charities it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Florida will help you glide through this complicated process. This new book has been adapted to offer Florida residents state-specific advice for estate planning. Author Linda C. Ashar, Attorney at Law, has crafted an estate planning primer, allowing Florida residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Florida-specific information is offered throughout this book, including: Florida''s probate code; Florida rules, regulations, and laws specific to estate planning; elements of a valid Florida will; planning your living will in Florida; explanations of Florida laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book''s easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Florida residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones. 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.
Estate Organizing Made Simple
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Author : Bert Molner
language : en
Publisher:
Release Date : 2020-05-21
Estate Organizing Made Simple written by Bert Molner and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-05-21 with categories.
Almost every crisis one thing in common: a lot of documents are required to resolve. Unfortunately, emergencies don't make appointments; they just show up. That's why Andrew Einterz has created the ultimate guide to organizing estate records as your life changes. The goal: to prepare you and your loved ones for any situation. In this step-by-step tutorial, he covers topics like *where and how to store documents, *quick response directives for emergencies, *insurance and medical records, *and much more. Einterz takes an overwhelming task and makes it easy by walking you through the inventory process. He's even designed a personal information worksheet to record data your spouse and/or children may not be aware of. Estate Planning Secrets Every Person Must Know is a comprehensive look at 21 key areas of your life, including often-overlooked items like passwords/security codes, digital estate planning and contact information for everyone from employers and veterinarians to utility companies. Protecting yourself and your family starts here.
Estate Planning Organizer
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Author : Sanket Mistry
language : en
Publisher:
Release Date : 2014-07-09
Estate Planning Organizer written by Sanket Mistry and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2014-07-09 with Estate planning categories.
Prepare your estate documents with Peerless Legal's "Estate Planning Organizer," that will allow you to organize your estate records without a headache. This book is perfect for those who wish to structure their estate records so that they can keep better track of all of the important information in their lives. Having a structure to your record keeping will help you save time and provide a system to your thinking. With easy to fill in blanks, organizing your estate records has never been easier.
The Complete Guide To Planning Your Estate In Michigan
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Author : Linda C. Ashar
language : en
Publisher: Atlantic Publishing Company
Release Date : 2010
The Complete Guide To Planning Your Estate In Michigan written by Linda C. Ashar and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with Law categories.
Presents an introduction to estate planning, offering information on such topics as wills, legal aspects, probate, trusts, taxes, insurance, and retirement money for the state of Michigan.
The Complete Guide To Planning Your Estate In Illinois
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Author : Linda C. Ashar
language : en
Publisher: Atlantic Publishing Company
Release Date : 2010
The Complete Guide To Planning Your Estate In Illinois written by Linda C. Ashar and has been published by Atlantic Publishing Company this book supported file pdf, txt, epub, kindle and other format this book has been release on 2010 with Business & Economics categories.
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after your death. For those people who wish to preserve their assets for designated purposes -- such as family or special charities -- it becomes necessary to make special advance preparations. To ensure your assets are protected and final wishes are carried out, there are some common actions that should be taken now. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. Your estate plan should also allow for the possibility of your own disability. It should detail what you own and whom you want to leave it to at a time of your choosing and the way you want. Your estate plan should include fully disclosed, controlled costs for you and your loved ones. The last thing you want to worry about is having your estate drained of value through taxes and legal costs. The right plan can protect the value of your estate and spare your loved ones unnecessary hassles and legal conflicts. The Complete Guide to Planning Your Estate in Illinois will help you glide through this complicated process. This new book has been adapted to offer Ohio residents state-specific advice for estate planning. Co-authors Margo Pierce and Linda C. Ashar, attorneys at law, have crafted an estate planning primer, allowing Illinois residents to become more informed and more involved during the process. Many books on estate planning indicate you do not need the services of an attorney, but this book highly recommends using an attorney versed in this area: You should not go through the process alone. This book is intended explain the complicated issues, terminology, and planning strategies of estate planning so when you do meet with a qualified attorney, you will be well prepared. You will understand the legal terms and be ready to discuss issues and strategies with familiarity, saving you time and legal fees and ensuring peace of mind. Illinois -specific information is offered throughout this book, including: Illinois s probate code; Illinois rules, regulations, and laws specific to estate planning; elements of a valid Illinois will; planning your living will in Illinois; explanations of Illinois laws regarding durable health care power of attorneys, do not resuscitate (DNR) orders, and directives to withhold CPR. The book's easy-to-understand context clarifies this complicated and sensitive subject and gives readers the power to take control of their future. This book also offers an overview of abatement rules, settlement costs, guardianship and minor children, executors and trustees, life insurance, potential long-term care needs, marital deductions, types of trusts, gift splitting, survivorship deeds, 529 plans, reducing or eliminating estate taxes, avoiding tax on life insurance, using insurance to pay estate taxes, gift tax issues, generation skipping transfer tax, and tax-deferred accounts. Estate planning should be a positive experience. It involves reviewing your situation and planning for your future. Although few people want to think about the possibility of disability or disease, advance planning is also a way to show your love and to reduce potential distress later. Other books offer a non-state-specific overview of estate planning, causing many readers to be misinformed about rules and regulations particular to their state; but, this new book provides information Illinois residents need to know. Do not get outdated or wrong information that does not pertain to you specifically. Use this new book to craft an estate plan that is not only legally sound but also fully carries out your last wishes and protects your loved ones.