The Simple Estate Organizer PDF Download
Are you looking for read ebook online? Search for your book and save it on your Kindle device, PC, phones or tablets. Download The Simple Estate Organizer PDF full book. Access full book title The Simple Estate Organizer by Vernon Henifin. Download full books in PDF and EPUB format.
Author: Vernon Henifin
Publisher: CreateSpace
ISBN: 9781508471028
Category :
Languages : en
Pages : 78
Get Book Here
Book Description
A Simple System for Organizing Your Most Important Records * Organize your important information* Keep it all in one place.* Have access to your documents makes decisions easier.* Ease the transition for spouses, children and any other heirs without unnecessary confusion.
Author: Vernon Henifin
Publisher: CreateSpace
ISBN: 9781508471028
Category :
Languages : en
Pages : 78
Get Book Here
Book Description
A Simple System for Organizing Your Most Important Records * Organize your important information* Keep it all in one place.* Have access to your documents makes decisions easier.* Ease the transition for spouses, children and any other heirs without unnecessary confusion.
Author: CLC Cn-Ba Henifin, MS
Publisher: CreateSpace
ISBN: 9781507707586
Category : Business & Economics
Languages : en
Pages : 78
Get Book Here
Book Description
The Simple Estate Organizer provides:•An easy step-by-step method to organize your important information.•A systematic approach to find the holes in your estate plan, making decisions more effective. •A helpful asset transition tool for spouses, children and any other heirs.
Author: Sanket Mistry
Publisher:
ISBN: 9781940788135
Category : Estate planning
Languages : en
Pages : 148
Get Book Here
Book Description
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.
Author: Sandy F. Kraemer
Publisher: Prentice Hall
ISBN:
Category : Business & Economics
Languages : en
Pages : 308
Get Book Here
Book Description
This important guide walks readers step-by-step through the entire estate planning process, and provides scores of plans for a variety of situations to help readers reduce, defer, or climinate taxes. Includes timesaving forms, worksheets, and checklists.
Author: Henry W. Abts
Publisher: McGraw-Hill/Contemporary
ISBN: 9780809230310
Category : Business & Economics
Languages : en
Pages : 388
Get Book Here
Book Description
The failproof way to pass along your estate to your heirs without lawyers, courts, or the probate system.
Author: John N. Peragine, Jr.
Publisher: Atlantic Publishing Company
ISBN: 1601382359
Category : Business & Economics
Languages : en
Pages : 338
Get Book Here
Book Description
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.
Author: Bert Molner
Publisher:
ISBN:
Category :
Languages : en
Pages : 135
Get Book Here
Book Description
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.
Author: Peace Of Mind and Heart Planners
Publisher: Independently Published
ISBN:
Category :
Languages : en
Pages : 146
Get Book Here
Book Description
Elegant, Comprehensive Estate Planning Organizer for Peace of Mind ...and Heartfor All Involved This Will Planning Workbook and Estate Planner includes everything your family should know and do upon your passing or incase of emergency, and includes space for writing personal messages, should you desire to do so in this book. Our goal is to relieve the burden on both yourself and your loved ones during difficult days, ensuring all essential relevant information is in one, easy to access place. We have included numerous prompts to help when filling in your details in order to promote a stress-free, smooth process. We have also added additional space per section to ensure it is easy to adapt and customize to your own specific needs. Topics include: Personal Identification Details What to Do and Who to Call at the Time of Passing Important Medical Information (DNR, organ donor instructions, what to do if incapacitated, healthcare power of attorney contact, Etc.) Place of Worship (Charities, tithing, legacy and other related topics) Insurance Information Business / Employer and Banking Information Instructions for Dependents and Guardianship (Children, pets, and other responsibilities) Location of Important Documentation and Instructions Key Contacts Information Loose Ends to Tie Up (Account details and log in information) Final Wishes and Instructions (Funeral, burial, and celebration of life) Final Farewell Messages to Loved Ones ...and more We hope this estate planning organizer offers the peace of mind - and heart - it was designed to, in knowing that your wishes and instructions are documented and easy to share. Warmest regards from all of us at Peace of Mind and Heart Planners
Author: Michael T. Palermo
Publisher: Sterling Publishing Company, Inc.
ISBN: 140275860X
Category : Estate planning
Languages : en
Pages : 276
Get Book Here
Book Description
Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.
Author: Simple Start Guides
Publisher: Independently Published
ISBN: 9781797048581
Category : Family & Relationships
Languages : en
Pages : 124
Get Book Here
Book Description
Searching for documents and guessing at final wishes places added stress on bereaved family and friends. Final Wishes estate planner gathers all your vital information in one place. Record the location of legal documents such as Your Will Your Living Will Names and Addresses of Friends and Relatives Property Deeds Insurance Policies Checking and Savings Accounts Credit and Debit Cards Retirement Savings in IRAs and 401Ks and Pensions Stocks, Bonds, Mutual Funds Safe Deposit Box Keys and Contents Your Mortgage and Other Loans' Paperwork Your Vehicles and their Titles Business Licenses and Other Documents for Sole Proprietors Your Preferences About Organ Donation Instructions for Burial or Cremation ... and more.
