Atnaujinkite slapukų nuostatas

Complete Guide to Organizing Your Records for Estate Planning: Step-by-Step Instructions [Minkštas viršelis]

  • Formatas: Paperback / softback, 336 pages, aukštis x plotis: 155x230 mm, weight: 436 g, tables
  • Išleidimo metai: 01-Mar-2009
  • Leidėjas: Atlantic Publishing Co
  • ISBN-10: 1601382359
  • ISBN-13: 9781601382351
Kitos knygos pagal šią temą:
  • Formatas: Paperback / softback, 336 pages, aukštis x plotis: 155x230 mm, weight: 436 g, tables
  • Išleidimo metai: 01-Mar-2009
  • Leidėjas: Atlantic Publishing Co
  • ISBN-10: 1601382359
  • ISBN-13: 9781601382351
Kitos knygos pagal šią temą:
Foreword 12
Introduction 15
Chapter 1: What Do You Need Before You Begin? 21
The Portfolio
21
The Portfolio
22
Chapter 2: How Much do You Know About Estate Planning 31
Estate Planning Quiz
31
Chapter 3: A Letter to Those You Love 37
Chapter 4: Your Biography 39
Fact Sheet
40
Children
40
Spouse
40
Physician
41
My Biographical Information
41
My Military Record
42
My Biological Parents
42
My Stepparents (If Applicable)
43
My Prior Marriages (If Applicable)
44
My Employment
45
My Children
46
My Grandchildren
47
My Siblings
47
My Nieces or Nephews
47
Other Important People to Notify
48
People Who Should Not Be Contacted
48
Birth Certificate
49
Social Security Card
49
Adoption Record
50
Church Records
51
Marriage License and Divorce Decrees
51
Military Records
52
Death Certificates
53
Pictures and Memorabilia
53
Family Tree
54
Chapter 5: A List of Instructions about Your Estate 55
Portfolio Instructions
56
In Case I Am Incapacitated
56
First Two Days
57
Second Week
59
The First Month and Beyond
60
Chapter 6: Your Children 63
My Children
66
Caregiver and Guardians
67
Information about Children
69
Children's Letters
72
Chapter 7: Care of Others 75
Information about Adults who Rely on Me
75
Chapter 8: Your Pets 79
Pet Care Instructions
80
Chapter 9: Employment 83
Employment Information
84
Chapter 10: Business Ownership 87
Current Business Interests
93
Prior Business Interests
97
Chapter 11: Clubs and Other Organizations 101
Type of Organizations
101
Memberships
111
Chapter 12: List of Service Providers 113
Professional Service Providers
114
Professional Providers
115
Chapter 13: Life Support Information 117
Health Care Declaration
119
Power of Attorney
121
Health Care Directives
125
Chapter 14: Durable Power of Attorney of Finances 127
Temporary Financial Powers of Attorney
136
Chapter 15: Organ Donation 139
Chapter 16: Your Burial Arrangements 145
Burial
146
Cremation
147
Embalming Issues
149
Caskets
150
Urns
151
Burial Markers
152
Epitaphs and Other Extras
153
Final Touches
153
Disposition of Remains
154
Financial Concerns
160
Chapter 17: Funeral Decisions 161
Viewing
162
Visitation
162
Wake
162
Memorial Service
163
Funerals
164
Who will Preside?
165
Funeral Arrangements
168
Financial Concerns
173
Chapter 18: Last Words 175
Obituary
178
Chapter 19: Will and Trust Information 181
Wills
183
20-Something with No Children
187
Have a Partner but are not Married
187
Have Minor Children
188
Financially Stable and Midlife
188
Old Age or Bad Health
189
Ethical, Holographic, and Oral Wills
189
Trusts
190
Other Types of Trusts
194
Executor
195
Probate
198
Probate Avoidance Techniques
199
Lawyers
202
Will
206
Chapter 20: Insurance Policies 211
Types of Business Liability Insurance
213
Life Insurance
214
Term Insurance
215
Permanent Life Insurance
216
First-to-Die Insurance
218
Insurance Information
223
Insurance Policies
224
Chapter 21: Automobile and Other Vehicle Information 227
Vehicles
229
Chapter 22: Debts 231
Every-Day Debt
231
Long-Term Debts
232
Location of Bills
239
Chapter 23: Social Security and Other Government Benefits 243
Social Security Retirement Benefits
244
Social Security Benefits
247
Chapter 24: Bank Accounts 251
Bank Accounts
253
Chapter 25: Employment Pensions and Retirement Benefits 255
Employer Retirement and Pension Plans
256
Chapter 26: Real Estate Ownership 257
Sole Property Ownership
257
Community Property Ownership
259
Real Estate
260
Chapter 27: Tax Information 263
Tax Professionals
265
Prior Years' Tax Records
266
Chapter 28: Other Information 267
Other Income
268
Other Personal Property
269
Property I am Expecting
270
Warranty Records and Product Guides
271
Passwords and Access Codes
272
Chapter 29: Storage and Keeping Records Safe 273
Storage Tips
273
Safety Deposit Boxes
275
Safety Deposit Box
277
Chapter 30: Conclusion 279
Appendix A: Case Studies 281
Appendix B: Answers to the Estate Planning Quiz 323
Appendix C: Veterinary Schools that Take Pets 327
Bibliography 331
Author Biography 332
Index 333