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Life Organizer

Author: Nancy Randolph Greenway
Publisher: Welcome Books
ISBN: 1599620928
Size: 22.58 MB
Format: PDF
View: 4906
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Do you remember where the deed to your house is, what you paid for the painting hanging over your mantle, where your life insurance documents are? Have you photographed your belongings? Have you thought through your estate planning? Does anyone know what to do if something happens to you? Does everyone know what your wishes are? Life Organizer: The Essential Record Keeper & Estate Planner is the perfect place for storing all essential information, and finding lots of personal planning advice. Learn how an estate plan is, well…planned, and what you need to get started. In one handy location, find reader-friendly explanations, definitions, tips, worksheets and storage space for everything you need to organize your wishes and assets, and get on with your life! Nancy Randolph Greenyway, the extraordinary co-author of Pass it On: A Practical Approach to the Fears and Facts of Planning Your Estate (Hyperion), combines clear and friendly prose with legal expertise to make Life Organizer the definitive resource for reference, organization, and storage in all matters of basic estate planning. The organizer is divided into eight sections: • Family and Beneficiaries • Personal Considerations • Property and Investment Records • Insurance, Retirement and Business • My Will, Trusts and Gifts • Health Care Choices • Final Wishes • Resources and Advisors Produced as a three-ring-binder, Life Organizer includes 8 tabs with pockets, 15 plastic sleeves for storing copies of important documents, and 1 sleeve to hold 2 DVDs for photo and video inventory, plus dozens of worksheets, checklists, and pages for contact information of family members and professionals. Whether you're a baby boomer planning your estate, parent with a new family, or recent grad just beginning to earn an income, it's a beautiful and helpful organizer for anyone at any age. Nancy Randolph Greenway is co-author and primary writer of Pass it On: A Practical Guide to the Fears and Facts of Planning Your Estate (Hyperion, 2001). With a law degree and personal experience in estate matters across many states, Greenway remains uniquely qualified to distill estate-planning concerns faced at any stage of life.

The Complete Guide To Organizing Your Records For Estate Planning

Author: John N. Peragine, Jr.
Publisher: Atlantic Publishing Company
ISBN: 1601382359
Size: 41.24 MB
Format: PDF, ePub, Mobi
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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.

Get It Together

Author: Melanie Cullen
Publisher: Nolo
ISBN: 141332567X
Size: 47.45 MB
Format: PDF, Mobi
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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"

The Ultimate Life Organizer

Author: Lisa Montanaro
Publisher: Peter Pauper Press, Inc.
ISBN: 1441303499
Size: 44.48 MB
Format: PDF
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Here is your very own portable personal organizer and life coach, offering easy-to-follow steps on the way to an organized, empowered life! Author Lisa Montanaro is a Certified Professional Organizer, life coach, and motivational speaker. Her thoughtful, helpful organizer includes practical guidance for mastering your time, home, workplace, and paperwork. Interactive exercises encourage self-assessment and goal-setting, as do questions and checklists. Guided journaling pages. Blank calendars provide places to plan project time frames and record reminders. Includes a section for special occasions. Measures 7-3/4" x 9-1/4." Covered wire-o binding and elastic band place holder. 160 pages. Inside back cover pocket.

My Family Record Book

Author: Harris N. Rosen
Publisher: Harris N. Rosen Books
ISBN: 9780692481622
Size: 71.34 MB
Format: PDF, Mobi
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"A complete step-by-step guide that will help you keep tract of and organize: final wishes & arrangements, computer information and passwords, estate planning documents, employment records, insurances policies, tax records, retirement accounts, government benefits, real estate records, house maintenance and more!" --

The In Case Of Emergency Workbook

Author: Vicki Hinze
Publisher: Skyhorse Publishing
ISBN: 9781510718104
Size: 14.28 MB
Format: PDF, Mobi
View: 7360
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While recovering from an unforeseen medical emergency, author Vicki Hinze realized just how little her family knew about the practical but necessary information of routine and everyday life--doctors’ names, insurance policies, location of the will, information about the mortgage, passwords, accounts, etc. If her family had floundered this much when they could still ask her for answers, she wondered just how difficult it would be for them if they couldn’t ask, or if she wasn’t in a position to tell them. With the The In-Case-of-Emergency Workbook, Vicki has created a space to capture all of this vital information so that families and loved ones like hers will have the necessary tools to handle affairs properly and without anxiety--in case of an emergency. Sections contained in this invaluable booklet include: Financial Medical Legal Auto Passwords Personal requests And more

The Life Organizer

Author: Jennifer Louden
Publisher: New World Library
ISBN: 1608682455
Size: 79.96 MB
Format: PDF, Mobi
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We all yearn to have time for personal needs and creative dreams — after all, this is our life to make the most of. And we all know how hard it is to remember what really matters. With distractions from jobs, aging parents, and children — not to mention women’s perennial fear of being labeled “selfish” — following our own desires and dreams can become ever more elusive. The Life Organizer aims to help you shift your focus, augmenting traditional goal setting with the ease that comes from steady inner listening and mindfulness. It will become your trusted companion — and maybe the most important book you’ll ever own.

The Household Legal And Financial Document Organizer

Author:
Publisher: Revell
ISBN: 9780800720193
Size: 44.45 MB
Format: PDF, ePub
View: 6872
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If there was a flood or a fire, would your legal and financial documents be safe? When you die, will your family know where to find the important information and phone numbers needed to take care of your affairs? If you were incapacitated, would your caretaker know the usernames and passwords you use to pay the bills? The Household Legal and Financial Document Organizer is designed to help you answer "yes" to all these questions. This handy organizer is the one-stop-shop for all of the important phone numbers, safe combinations, and passwords that protect your sensitive documents. The Household Legal and Financial Document Organizer corrals all of that information to make it easier to find those important records when they are needed. From basic bank information to the hymns you want sung at your funeral, it's a great comfort to know it's all in one place.

Ahead Of Your Time

Author: Dick Coffin
Publisher: Jgroup Advertising
ISBN: 9780978843908
Size: 35.55 MB
Format: PDF
View: 6229
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We tend to put off making plans, often leaving final arrangements to grieving loved ones. Exactly what they don't need! That's why Dick and Sue Coffin created this book. They've seen countless families torn apart by difficult decisions that must be made far too quickly - and at the most difficult of times. Their advice? Make plans and document important decisions Ahead of Your Time. With informative chapters, interesting stories, and detailed forms to help you record your wishes. Ahead of Your Time guides you through the preplanning process - with suggestions about everything from memorial services and wills to organ donation and estate taxes. Make sure your wishes are known and give, your family what they need - the gift of preplanning. Start today. Book jacket.