The Complete Guide to Organizing Your Records for Estate Planning Step-by-Step Instructions With Companion CD-ROM
288
The Complete Guide to Organizing Your Records for Estate Planning Step-by-Step Instructions With Companion CD-ROM
288eBook
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Overview
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.
Product Details
| ISBN-13: | 9781601385062 |
|---|---|
| Publisher: | Atlantic Publishing Group |
| Publication date: | 01/05/2009 |
| Sold by: | Barnes & Noble |
| Format: | eBook |
| Pages: | 288 |
| Sales rank: | 946,262 |
| File size: | 4 MB |
Table of Contents
Foreword 12
Introduction 15
Chapter 1 What Do You Need Before You Begin? 21
The Portfolio 21
The Portfolio 22
Chapter 2 How Much do You Know About Estate Planning 31
Estate Planning Quiz 31
Chapter 3 A Letter to Those You Love 37
Chapter 4 Your Biography 39
Fact Sheet 40
Children 40
Spouse 40
Physician 41
My Biographical Information 41
My Military Record 42
My Biological Parents 42
My Stepparents (If Applicable) 43
My Prior Marriages (If Applicable) 44
My Employment 45
My Children 46
My Grandchildren 47
My Siblings 47
My Nieces or Nephews 47
Other Important People to Notify 48
People Who Should Not Be Contacted 48
Birth Certificate 49
Social Security Card 49
Adoption Record 50
Church Records 51
Marriage License and Divorce Decrees 51
Military Records 52
Death Certificates 53
Pictures and Memorabilia 53
Family Tree 54
Chapter 5 A List of Instructions about Your Estate 55
Portfolio Instructions 56
In Case I Am Incapacitated 56
First Two Days 57
Second Week 59
The First Month and Beyond 60
Chapter 6 Your Children 63
My Children 66
Caregiver and Guardians 67
Information about Children 69
Children's Letters 72
Chapter 7 Care of Others 75
Information about Adults who Rely on Me 75
Chapter 8 Your Pets 79
Pet Care Instructions 80
Chapter 9 Employment 83
Employment Information 84
Chapter 10 Business Ownership 87
Current Business Interests 93
Prior Business Interests 97
Chapter 11 Clubs and Other Organizations 101
Type of Organizations 101
Memberships 111
Chapter 12 List of Service Providers 113
Professional Service Providers 114
Professional Providers 115
Chapter 13 Life SupportInformation 117
Health Care Declaration 119
Power of Attorney 121
Health Care Directives 125
Chapter 14 Durable Power of Attorney of Finances 127
Temporary Financial Powers of Attorney 136
Chapter 15 Organ Donation 139
Chapter 16 Your Burial Arrangements 145
Burial 146
Cremation 147
Embalming Issues 149
Caskets 150
Urns 151
Burial Markers 152
Epitaphs and Other Extras 153
Final Touches 153
Disposition of Remains 154
Financial Concerns 160
Chapter 17 Funeral Decisions 161
Viewing 162
Visitation 162
Wake 162
Memorial Service 163
Funerals 164
Who will Preside? 165
Funeral Arrangements 168
Financial Concerns 173
Chapter 18 Last Words 175
Obituary 178
Chapter 19 Will and Trust Information 181
Wills 183
20-Something with No Children 187
Have a Partner but are not Married 187
Have Minor Children 188
Financially Stable and Midlife 188
Old Age or Bad Health 189
Ethical, Holographic, and Oral Wills 189
Trusts 190
Other Types of Trusts 194
Executor 195
Probate 198
Probate Avoidance Techniques 199
Lawyers 202
Will 206
Chapter 20 Insurance Policies 211
Types of Business Liability Insurance 213
Life Insurance 214
Term Insurance 215
Permanent Life Insurance 216
First-to-Die Insurance 218
Insurance Information 223
Insurance Policies 224
Chapter 21 Automobile and Other Vehicle Information 227
Vehicles 229
Chapter 22 Debts 231
Every-Day Debt 231
Long-Term Debts 232
Location of Bills 239
Chapter 23 Social Security and Other Government Benefits 243
Social Security Retirement Benefits 244
Social Security Benefits 247
Chapter 24 Bank Accounts 251
Bank Accounts 253
Chapter 25 Employment Pensions and Retirement Benefits 255
Employer Retirement and Pension Plans 256
Chapter 26 Real Estate Ownership 257
Sole Property Ownership 257
Community Property Ownership 259
Real Estate 260
Chapter 27 Tax Information 263
Tax Professionals 265
Prior Years' Tax Records 266
Chapter 28 Other Information 267
Other Income 268
Other Personal Property 269
Property I am Expecting 270
Warranty Records and Product Guides 271
Passwords and Access Codes 272
Chapter 29 Storage and Keeping Records Safe 273
Storage Tips 273
Safety Deposit Boxes 275
Safety Deposit Box 277
Chapter 30 Conclusion 279
Appendix A Case Studies 281
Appendix B Answers to the Estate Planning Quiz 323
Appendix C Veterinary Schools that Take Pets 327
Bibliography 331
Author Biography 332
Index 333