Leaving Life: A Simple Guide to Planning Your Estate and Not Leaving a Mess

Leaving Life: A Simple Guide to Planning Your Estate and Not Leaving a Mess

by Neil Seidel

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Product Details

ISBN-13: 9781483594521
Publisher: BookBaby
Publication date: 02/14/2017
Sold by: Barnes & Noble
Format: NOOK Book
Pages: 94
Sales rank: 1,224,450
File size: 2 MB

About the Author

• Neil Seidel has been a professional guitarist since the age of nine. He enjoyed a successful musical career as lead guitarist for the hit rock group Gary Lewis and the Playboys and the critically acclaimed World Music band Shanti (Atlantic Records). He was a sought after studio musician and record producer, and continues to make music to this day.
• Neil obtained a Bachelor of Arts degree in American Studies from California State University, Los Angeles. He was awarded a Lifetime Community College Credential and later held teaching positions at Los Angeles City College, Cal State University, Dominquez Hills, and Loyola Marymount University, teaching Pop & Jazz Guitar and “The Business of The Recording Industry”.
Settling a complicated estate when his father passed away unexpectedly in 1989, Neil found himself at the helm of a team of attorneys, accountants and book keepers. The resulting probate proceedings took several years to finalize. The experience created the inspiration to write this book.
Neil has two daughters and two granddaughters and resides with his wife in Palm Springs, California and Halifax, Nova Scotia.

Table of Contents

Introduction 1

Leaving Your Legacy 2

Preparing to Exit 2

Helpful Tools 2

Case Study/Cautionary Tale 1: My Parents' Estates 3

Technical Challenges 4

Wills and Living Trusts: The Will to Succeed 5

Trust Thyself: Should You Choose a Will or a Living Trust? 6

What Is a Living Trust? 6

Revocable and Irrevocable Trusts 8

Executor Duties and Other Information Responsibilities of the Executor 9

Does the Executor Get Paid? 12

Finding an Estate Planning Attorney 12

Case Study/Cautionary Tale 2: A True Story 13

Advanced Medical Directives 14

Durable Power of Attorney 15

Case Study/Cautionary Tale 3: An Estate Attorneys Tale-Do It Yourself Disaster 15

Final Arrangements 19

Contact Information 20

Special Circumstances and Considerations 20

Treasure Map: A Guide to Helping Your Heirs Find Your Good Stuff 23

Case Study/Cautionary Tale 4 The Coffee Can Caper (A Canadian Treasure Tale) 23

Creating Your Asset Inventory Sheet 25

Case Study/Cautionary Tale 5: Thoroughness 26

Cover Your Assets: Wealth Management and Planning For Old Age 27

Finding a Financial Advisor Or Financial Planner 27

How Financial Planners Are Paid: Commission Only, Fee- Based, and Fee -Only 30

Financial Planning on Your Own 32

Good Policy: Some Thoughts about Insurance 33

Presenting Your Legacy 35

Genealogy 36

Dealing with Stuff: Give Peace a Chance 38

Case Study/Cautionary Tale 5: The Prema shirt story 39

Let's Cull 40

eBay and Estate Sale Instructions 41

Estate and Garage Sales: Junk or gems? 42

Take the Money and Run 43

Consignments 44

Donations 44

Trash 45

Professional Junkman/Scrapper 45

There's a Hole in My Bucket: Create and Live Your Bucket List 45

In God We Trust… or Not 47

Relationships 47

Meditation 48

Conclusion 51

The Ten Commandments of Leaving Life 53

Recommended Websites 54

Glossary 56

Bibliography 59

The Leaving Life Checklist 60

Useful Forms 62

Asset Inventory List 62

Legacy Work Sheet 64

Sample Advanced Care Directive-California 65

Sample Advanced Health Care Directive-California 68

Sample General Durable Power of Attorney -California only 72

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