My Estate Planner: Essential Information for My Family

by Marion J Caffey

Overview

In the blink of an eye EVERYTHING can change. My Estate Planner (Essential Information for My Family) is exactly what it says it is. "A record book of my documents, assets, information & obligations." This is a new easy to use planner serving a WHEN not IF reality. A perfect gift for anyone with aging family members or friends. This comprehensive fill-in tool is a no-nonsense record book of your documents, assets and obligations. Things they need to know. A peace-of-mind planner for those left behind to organize.

PROPER PLANNING PROVIDES FOR A PEACEFUL PROCESS.

We make life after loss, illness or incapacitation just a bit easier.

Don't worry! You don't have to share all of your personal information with anyone, just share the location of My Estate Planner with one person, a family member, your best friend, a legal representative. Your person...

What good is a will or an insurance policy if no one knows where to find it?

We are the most current and comprehensive planner on the market!

Table of Contents:

WILLS & TRUSTS

DOCUMENT LOCATION QUICK GUIDE

ANNUITIES

BANK ACCOUNTS

BROKERAGE RETIREMENT ACCOUNTS

BUSINESS EMPLOYMENT

CERTIFICATE OF DEPOSIT

CREDIT / CHARGE / DEBIT / ELECTRONIC PAYMENT

CRYPTO-CURRENCY

DEBTS

FIREARMS, FISHING & HUNTING

HEIRLOOMS & OTHER VALUABLES

INSURANCE

INTERNET / SOCIAL MEDIA / EMAIL / TV

MONEY MARKET FUNDS

MUTUAL FUNDS

NON-FUNGIBLE TOKENS

PETS

PROFESSIONAL ADVISORS

REAL ESTATE

SAFE DEPOSIT BOX

SAVINGS BONDS

TRAVEL & OTHER REWARD PROGRAMS

TREASURY BILLS, NOTES & BONDS

VEHICLES

OTHER IMPORTANT INFORMATION

PERSONAL NOTES & REFLECTIONS

Product Details

ISBN-13:	9780578371603
Publisher:	Sunshine Publications LLC
Publication date:	02/10/2022
Pages:	126
Sales rank:	236,500
Product dimensions:	6.00(w) x 9.00(h) x 0.27(d)

About the Author

Proud father ranks the highest on Marion's accomplishment meter. More a creator and problem solver than an author, he is proud to pen and publish this most helpful peace-of-mind planner to solve a WHEN not IF, reality for most humans. After having had the terrible and frustrating experience (3x) of the after-loss search through documents, information, assets and obligations of the well-lived life of a loved one, he had another problem to solve. His solution was My Estate Planner (Essential Information for My Family). His promise to his children, he would not put them through the same stressful situation when he passes and that's WHEN, not IF.He spends most of his life as a theatrical producer, director and playwright. He has the rare distinction of having written, produced, directed, choreographed and performed on Broadway. He is a long time and current producer of the longest running talent competition in America, Amateur Night at the Apollo. https: //www.apollotheaters.org/amateur-night/ and was key person in the creation of Amateur Night Asia www.apolloamateurnight-asia.com in partnership with Yoshimoto Kyogyo (The Largest entertainment company in Japan). He is the founder and CEO of Showbiz Stories LLC. www.showbizstories.com. His work has appeared on and off Broadway, major Television Networks, PBS Great Performances, The White House, The Kennedy Center and in many major houses on three continents. Producing/Directing credits include: Showtime at the Apollo (Fox), World Tenors Unleashed, Apollo Live (BET), Three Mo' Tenors (PBS, Off-Broadway, International and National tours), Amateur Night Goes to London, MLK Memorial Groundbreaking Ceremony (Washington, DC), 3 Mo' Divas (PBS, International & National tours), Street Corner Symphony (Broadway), Bowfire (Canada & TV) and Cookin' at the Cookery (Off-Broadway, 50 regional theater productions and 5 Canadian Companies).