Get It Together (eBook)

Organize Your Records So Your Family Won't Have To

Melanie Cullen, Shae Irving (Autoren)

eBook Download: EPUB

2018 | 8., Eighth Edition
432 Seiten
Nolo (Verlag)
978-1-4133-2567-6 (ISBN)

Infos

This workbook is a complete guide to collecting and organizing important papers and information, and it makes the process easy for the reader and for loved ones who will wrap things up when the time comes. The author leads readers through the process step-by-step, prompting them to provide information that will make sure family members don’t lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history).

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Get It Together is a detailed workbook that helps you collect and organize your important papers and information.



The author leads you through the process step-by-step, prompting you to find and keep track of:



secured places and passwords

employment records insurance policies

real estate records

tax records

retirement accounts

estate planning documents

final arrangements

letters to loved ones,

and more.



The end product will be an important and useful gift to those who wrap up your affairs after your death.



Now available a companion Binder & Tab Set - search for "get it together binder and tab set"

Inhalt

Completing Your Planner

1. Letter to Loved Ones

2. Instructions

3. Biographical Information

4. Children

5. Others Who Depend on Me

6. Pets and Livestock

7. Employment

8. Business Interests

9. Memberships

10. Service Providers

11. Health Care Directives

12. Durable Power of Attorney for Finances

13. Organ or Body Donation

14. Burial or Cremation

15. Funeral and Memorial Services

16. Obituary

17. Will and Trust

18. Insurance

19. Bank and Brokerage Accounts

20. Retirement Plans and Pensions

21. Government Benefits

22. Credit Cards and Debts

23. Secured Places and Passwords

24. Taxes

25. Real Estate

26. Vehicles

27. Other Income and Personal Property

28. Other Information

Appendixes

A: Using the eForms

B: Lawyers and Other Experts

Index

Produkt-Details

• Erscheint lt. Verlag: 1.9.2018
• Zusatzinfo: charts, tables, graphs, forms
• Verlagsort: Berkeley
• Sprache: englisch
• Themenwelt: Sachbuch/Ratgeber ► Beruf / Finanzen / Recht / Wirtschaft ► Geld / Bank / Börse
• Themenwelt: Sachbuch/Ratgeber ► Gesundheit / Leben / Psychologie
• Themenwelt: Recht / Steuern ► EU / Internationales Recht
• Themenwelt: Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Besonderes Schuldrecht
• Themenwelt: Recht / Steuern ► Privatrecht / Bürgerliches Recht ► Familienrecht
• Themenwelt: Wirtschaft
• ISBN-10: 1-4133-2567-X / 141332567X
• ISBN-13: 978-1-4133-2567-6 / 9781413325676