The No Worries Estate Planner

"Keep all your important records in one place and learn how to navigate: Alzheimer's care; Medicare/Medigap decisions; End-of-life options; Wills and trusts; Real estate issues; CARES and SECURE Acts; Retirement accounts; Surviving-spouse ...

The No Worries Estate Planner

Protect Your Family With This Easy-to-Use Planner and Organizer "Did Dad have a will?" "What's Mom's bank account number?" When a parent or spouse becomes incapacitated or dies, there are hard decisions to make. But the vital information survivors need to settle the estate or arrange for their loved one's care is often scattered in drawers, jotted on notes, or locked in the memory bank of an impaired or deceased loved one. Disorganization can endanger your estate and everything you've worked so hard for. A will or trust is no use if your family can't find it. Survivors may not know how to access your bank accounts, apply for benefits, or plan your funeral. An accident, serious illness, or dementia can leave your family scrambling to make critical financial, legal, and healthcare decisions on your behalf. Without the information they need, your loved ones may make costly mistakes that affect the rest of their lives. Don't let this happen to your family! Packed with helpful forms and checklists, this all-in-one planner and organizer makes it easy to gather everything your family needs to know about your finances, insurance, property, healthcare, and last wishes. Use it to: Help elders handle their affairs and live independently in their homes longer. Ensure family members inherit your treasured possessions. Ease stress for your family during a difficult time. Protect loved ones from predators seeking a piece of your estate pie. Share your end-of-life wishes and ensure your last years are spent as you want. Understand retirement account transfer and withdrawal rules to avoid taxes and penalties. Discover the most useful tax strategies for buying or selling a family home.

More Books:

The No-Worries Estate Planner
Language: en
Pages: 264
Authors: Roy and Fran Bollinger
Categories:
Type: BOOK - Published: 2021-05-11 - Publisher: Rlb/Fab Publishers

Protect Your Family With This Easy-to-Use Planner and Organizer "Did Dad have a will?" "What's Mom's bank account number?" When a parent or spouse becomes incapacitated or dies, there are hard decisions to make. But the vital information survivors need to settle the estate or arrange for their loved one's
Estate Planning Basics
Language: en
Pages: 240
Authors: Denis Clifford
Categories: Business & Economics
Type: BOOK - Published: 2017-08-30 - Publisher: Nolo

Covers the basics of estate planning, including wills, trusts, and health care directives. It prepares readers to start planning their estate, with or without an attorney. The 7th edition is updated with the latest laws and tax information.
2012 Estate Planning
Language: en
Pages: 224
Authors: Martin Shenkman, Jonathan Blattmachr, Robert S Keebler, CPA
Categories: Law
Type: BOOK - Published: 2012-09-01 - Publisher: eBookIt.com

2012 may be the most important year in history for tax planning. More wealth may be transferred in the waning months of 2012 than any other year. What can and should you do to take advantage of the potentially astounding planning opportunities that are available? What are the risks associated
Estate Planning For Dummies
Language: en
Pages: 384
Authors: N. Brian Caverly, Jordan S. Simon
Categories: Business & Economics
Type: BOOK - Published: 2011-03-08 - Publisher: John Wiley & Sons

If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want
Made Simple: ISLAMIC ESTATE PLANNING
Language: en
Pages: 83
Authors: Dr Sadali bin Rasban
Categories: Law
Type: BOOK - Published: 2020-10-21 - Publisher: Dr Sadali bin Rasban

Books about Made Simple: ISLAMIC ESTATE PLANNING