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Peace Of Mind Planner Will Workbook
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Download or read book Missing Pieces Plan written by Jody Giles and published by Createspace Independent Publishing Platform. This book was released on 2016-11-29 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: If something happens to you today, would your loved ones know your wishes? 82% of people say it's important to put their wishes in writing, but only 23% have actually done it. The Missing Pieces Plan is here to help change that. The Missing Pieces Plan is ONE book designed to guide you through the process of documenting all your wishes and leaving you - and your loved ones - well prepared. There's a saying, "leave a legacy, not a mess." Incorporating these missing pieces into your plan allows you to leave a legacy, not a mess and provides you and your loved ones the greatest gift - peace of mind. While giving you peace of mind, this book is also a gift to your loved ones. It spares them stressful decisions and needless frustrations when you're ill or upon your death. The book also presents loved ones with your legacy, your story. By completing the worksheets in this one-of-a-kind guide, you will have it all done - allowing you to live a more fulfilled life NOW. What makes it unique? Written by a CPA and CFP(r) with over 20 years financial and life experiences Unconventional guidance that helps you fills in missing pieces of traditional financial plans Includes uniquely crafted worksheets to help readers put their wishes to paper Will provide you and your loved ones with a priceless gift of peace of mind
Book Synopsis End of Life Planning Workbook : Shit You'll Need When I'm Gone by : Donald Davis
Download or read book End of Life Planning Workbook : Shit You'll Need When I'm Gone written by Donald Davis and published by . This book was released on 2019-09-02 with total page 102 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loved Ones are Devastated When You're Gone. Leave the Gift of Your Important Information All Kept in One Place. "Planning is bringing the future into the present so that you can do something about it now." ~Alan Lakein Steve's Story Steve has been married for 48 years. He always handled the household bills, and took care of all the banking, real estate and retirement accounts. But since his unexpected death, his wife, Linda, is overwhelmed. Of course she's grieving over Steve's passing. But, on top of that, She has absolutely no idea what bills need to paid, or even, when they are due. Mary's Story On the other side of town, 81-year-old Mary lives alone. After a long battle with a chronic heart condition, Mary comfortably passed away. Even though her two daughters live across the country, they were able to handle their mom's estate with much less grief. That's because, many years ago Mary had saved all her vital information in one convenient place. Preparing and Organizing Important Information for the Future Death is sure to happen. Yet, with proper planning, you can save your family a lot of hassle at a time when they have more than enough pain and grief to deal with. Long before she finally succumbed to her illness, Mary recorded all her vital information in one place and told her daughters where it could be found. She gave them names, contact information, account numbers, financial information, instructions for pets, messages for friends and next-of-kin. Everything she thought her heirs needed to know. On the other hand, Steve always managed all the household money matters. And, he never had discussions about them with Linda. No one but Steve knew where to find life insurance policies, deeds to real estate, or even who to talk to about the retirement accounts. Steve never expected that his wife would some day have to take over. His lack of planning has made a tough job even tougher for Linda. The End of Life Planning Workbook is valuable, helpful, and it covers everything your family will need to know upon your passing. Which makes it so much easier for your loved ones to settle your affairs. Includes: Personal Information Information about Work/Business Military Service My Children Who to Call Attorney Doctors Family & Friends Documents You Will Need & Location My Will is Located My Living Will is Located The Family Trust is Located My Power of Attorney is Located My Advanced Directive is Located My Health Care Power of Attorney is Located Other Documents are Located Household Information Utilities Creditors Subscription Services Social Circle Memberships & Charities Social Information Social Networking Sites My Idea of Final Arrangements Note to Those Left Behind Regrets & Things That Have Bugged Me Proudest Moments Lessons Learned Apologies Aspirations for Others Choices for My Last Days Facts You May Not Have Known Notes and Updates Imagine the solace and peace of mind for your loved ones, knowing that you cared enough to record all your important information in one convenient book for them. Saving them from all sorts of grief and anguish. Place your order now for this end of life planning workbook
Book Synopsis The Financial Planning Workbook by : Coventry House Publishing
Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2024-07-19 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Winning the War in Your Mind by : Craig Groeschel
Download or read book Winning the War in Your Mind written by Craig Groeschel and published by Zondervan. This book was released on 2021-02-16 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: MORE THAN 500,000 COPIES SOLD! Are your thoughts out of control--just like your life? Do you long to break free from the spiral of destructive thinking? Let God's truth become your battle plan to win the war in your mind! We've all tried to think our way out of bad habits and unhealthy thought patterns, only to find ourselves stuck with an out-of-control mind and off-track daily life. Pastor and New York Times bestselling author Craig Groeschel understands deeply this daily battle against self-doubt and negative thinking, and in this powerful new book he reveals the strategies he's discovered to change your mind and your life for the long-term. Drawing upon Scripture and the latest findings of brain science, Groeschel lays out practical strategies that will free you from the grip of harmful, destructive thinking and enable you to live the life of joy and peace that God intends you to live. Winning the War in Your Mind will help you: Learn how your brain works and see how to rewire it Identify the lies your enemy wants you to believe Recognize and short-circuit your mental triggers for destructive thinking See how prayer and praise will transform your mind Develop practices that allow God's thoughts to become your thoughts God has something better for your life than your old ways of thinking. It's time to change your mind so God can change your life.
Book Synopsis Wills and Trusts Kit For Dummies by : Aaron Larson
Download or read book Wills and Trusts Kit For Dummies written by Aaron Larson and published by John Wiley & Sons. This book was released on 2009-03-09 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Book Synopsis What My Family Should Know Record Book by : Peace Of Mind and Heart Planners
Download or read book What My Family Should Know Record Book written by Peace Of Mind and Heart Planners and published by . This book was released on 2020-06-19 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: Final Wishes Organizer for Peace of Mind ...and heart, for the Christian Family This Final Wishes Planner includes everything your loved ones need to know and do upon your passing, and includes space for writing personal messages, should you desire to do so in this book. Our goal is to relieve the burden on both yourself and your loved ones during difficult days, ensuring all essential relevant information is in one, easy to access place. We have included numerous prompts to help when filling in your details in order to promote a stress-free, smooth process. We have also included additional space per section to ensure it is easy to adapt and customize as to your own specific needs. Topics include: Personal identification details What to do and who to call at the time of passing Important medical information (DNR, organ donor instructions, what to do if incapacitated, healthcare power of attorney contact, Etc.) Assets over view, and what my loved ones can expect to receive (Note: This planner should not be considered a formal, legal will) Christian Ideals to Live By - Church Values, Tithing, Charities, and Related Topics Business / Employer and Banking Information Instructions for Dependents and Guardianship (children, pets, and other responsibilities) Location of important documentation and instructions Key contacts information Loose ends to tie up with account and log in information Final wishes and instructions for funeral, burial, and celebration of life Final farewell messages to loved ones ...and more We hope this planner offers the peace of mind - and heart - it was designed to, in knowing that your wishes and instructions are documented and easy to share. Warmest regards from all of us at Peace of Mind and Heart Planners
Book Synopsis Outwitting the Devil by : Napoleon Hill
Download or read book Outwitting the Devil written by Napoleon Hill and published by Sharon Lechter. This book was released on 2011 with total page 30 pages. Available in PDF, EPUB and Kindle. Book excerpt: Originally written in 1938 but never published due to its controversial nature, an insightful guide reveals the seven principles of good that will allow anyone to triumph over the obstacles that must be faced in reaching personal goals.
Book Synopsis I'm Dead, Now What? by : Walsh Publishing
Download or read book I'm Dead, Now What? written by Walsh Publishing and published by Independently Published. This book was released on 2019-11-05 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt: I'm Dead, Now What? Great notebook to keep your mind free of worry. Keep very important information about your contacts, legal matters, health, financial affairs, instructions, and more. Keep it in a secure location, and have peace of mind about your important information.Awesome gift for your family and personal representatives. The I'm Dead, Now What? Planner will help you keep notes of:My PetsWhat to Pay, Close, and CancelEmail and Social MediaMy Medical InformationKey Contact InformationAt the Time of My PassingMy DependentsImportant DocumentsFinancial InformationCommercial/Business InformationWhat Beneficiaries Can ExpectPersonal Property InsuranceMiscellaneous InformationMy Personal WishesLast WordsMy Personal InformationNote: This planner is not a legal document and does not replace a valid will.
Book Synopsis Estate Planning For Dummies by : N. Brian Caverly
Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2003-03-07 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! 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 to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.
Book Synopsis Peace with Self, Peace with Food by : Galina Denzel
Download or read book Peace with Self, Peace with Food written by Galina Denzel and published by Pure Belonging. This book was released on 2022-02-14 with total page 171 pages. Available in PDF, EPUB and Kindle. Book excerpt: It’s not about willpower, and it’s not about the food. Most people blame their eating behaviors on a lack of willpower. Eating intuitively hasn’t worked. Eating less and moving more? Trying to change your body image? These only last so long. Many people are worried that they can never have a healthy relationship with food. Peace with Self, Peace with Food looks past all that, and gets to the heart of what causes our battles with food. Through her years of training and practice in trauma healing — as well as her own reconciliation with food and self — Galina Denzel has developed a program to help readers embark on their own journey to healing. Personal and ancestral traumas inform behaviors around food, and Peace with Self, Peace with Food will help you identify patterns laid down even before you were born. Patterns that have long contributed to your eating behaviors, and continue to affect your relationship with food today. Through the exercises in Peace with Self, Peace with Food you will come to understand your eating habits and the neurobiological network that has held them in place until now. What’s more, you will see food, your mind, and your body in a new light. Not as enemies to be tamed, but as allies that can teach you how to care for yourself, and for your health, with love.
Book Synopsis The ABA Checklist for Family Heirs by : Sally Balch Hurme
Download or read book The ABA Checklist for Family Heirs written by Sally Balch Hurme and published by American Bar Association. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD of documents that can be modified according to one's needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.
Book Synopsis The Everything Wills & Estate Planning Book by : Deborah S Layton
Download or read book The Everything Wills & Estate Planning Book written by Deborah S Layton and published by Simon and Schuster. This book was released on 2009-05-18 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt: Most Americans donÆt have a will. They avoid estate planning because they donÆt want to think about death or they think itÆs too complicated. But this easy-to-follow guide takes the mystery out of the process. This book shows readers how easy it can be to plan for security and peace of mind. Readers learn how to write a will, create an estate plan, designate executors, choose trusts, reduce tax liabilities, and distribute their assets. Other features include: A glossary of legal terms Advice for protecting families from creditors Guidance for unmarried partners The important role of charitable giving in your estate plan This book provides sound advice for planning retirement and managing assets at any age and income level. It also includes completely new information on: Updated tax, IRA, and Roth details Charitable giving opportunities for reducing taxes and leaving a legacy Instruction for keeping plans up to date as the readers age An estate planning checklist
Book Synopsis The Complete Eldercare Planner, Revised and Updated Edition by : Joy Loverde
Download or read book The Complete Eldercare Planner, Revised and Updated Edition written by Joy Loverde and published by Harmony. This book was released on 2009-04-14 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt: The only guide you’ll ever need to manage the care of your aging family FULLY REVISED AND UPDATED As our population shifts and ages, the care needs for our elders continue to change and evolve. Today’s generation of family and professional caregivers faces new decisions and challenges, as well as previously unavailable options. This thoroughly revised and updated 2009 edition of The Complete Eldercare Planner equips you with reliable, up-to-the-minute information to help you plan and manage caring for your loved ones. Comprehensive and detailed, sensitive and realistic, practical and accessible, the 2009 edition provides even more tips on prioritizing and organizing caregiving tasks, balancing work and family responsibilities, and navigating the complex maze of eldercare services. In addition to an expanded index of Internet resources and access to downloadable forms of key documents, you’ll find indispensable checklists, worksheets, step-by-step action plans, lists of questions to ask, low-cost and free alternative resources, and The Document Locator™. This new edition covers: •Getting started on creating a long-term care plan •Finding help, especially if you live far away •Managing the financial aspects •Talking to elders about sensitive subjects •Senior housing–move or stay put? •Managing medications •And many other topics of vital interest to anyone caring for an elder
Book Synopsis End of Life Planner by : Peace Of Mind and Heart Planners
Download or read book End of Life Planner written by Peace Of Mind and Heart Planners and published by . This book was released on 2020-10-20 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: Final Wishes Organizer for Peace of Mind ...and heart, for All Involved This Final Wishes Planner includes everything your loved ones need to know and do upon your passing, and includes space for writing personal messages, should you desire to do so in this book. Our goal is to relieve the burden on both yourself and your loved ones during difficult days, ensuring all essential relevant information is in one, easy to access place. We have included numerous prompts to help when filling in your details in order to promote a stress-free, smooth process. We have also included additional space per section to ensure it is easy to adapt and customize as to your own specific needs. Topics include: Personal identification details What to do and who to call at the time of passing Important medical information (DNR, organ donor instructions, what to do if incapacitated, healthcare power of attorney contact, Etc.) Assets over view, and what my loved ones can expect to receive (Note: This planner should not be considered a formal, legal will) Insurance Information Business / Employer and Banking Information Instructions for Dependents and Guardianship (children, pets, and other responsibilities) Location of important documentation and instructions Key contacts information Loose ends to tie up with account and log in information Final wishes and instructions for funeral, burial, and celebration of life Final farewell messages to loved ones ...and more We hope this planner offers the peace of mind - and heart - it was designed to, in knowing that your wishes and instructions are documented and easy to share. Warmest regards from all of us at Peace of Mind and Heart Planners
Book Synopsis Life Planning for You by : George Kinder
Download or read book Life Planning for You written by George Kinder and published by . This book was released on 2014-02-04 with total page 234 pages. Available in PDF, EPUB and Kindle. Book excerpt: This do-it-yourself book is life-changing and fun. It is also authoritative, written by award-winning global financial thought leader, George Kinder, with former "New York Times" personal finance columnist, Mary Rowland. The book will inspire you with stories of how people have made the changes they needed in order to live the life of their dreams. Now you can do it, too. In "Life Planning for You" the founder of Life Planning, George Kinder, puts in your hands this proven technique that can help you design and deliver your own dream life. About "Life Planning for You": "A triumph! Destined to become one of the most influential books of our time. I found it fascinating, refreshing, educational, practical and uplifting. Kinder's self-help exercises, his case studies, stories and five visions of Life Planning are always inspiring, often deeply moving. He and Mary Rowland provide an exceptional guide to how to find a financial adviser you can trust including a history of the fiduciary movement. In the clarity of his descriptions of Life Planning, he has defined the standard of care against which banks and financial services companies will come to be measured as we move in finance from what he calls a century of sales to an era, global in reach, of empowerment for consumers, delivering freedom. This book is Kinder's masterpiece." "Steve Conley, former Head of Investments for HSBC and former Chair of Bancassurance Steering Group of British Bankers' Association" "Life Planning for You" introduces you to Kinder's famous 3 Questions and his EVOKE(r) Life Planning process. The book has a free companion website that leads you step by step through the process, www.LifePlanningForYou.com. If you would like someone to guide you, the book and website will lead you to a directory of Life Planners trained to help you identify your deeply held goals and develop a Life Plan with the financial architecture to fulfill it. The book and website also introduce you to BERT, the Back of the Envelope Retirement Tool, a simple, easy to use retirement calculator that, with just a few minutes' work, can help you estimate how soon you can retire. The EVOKE(r) Life Planning process has been refined over decades and used successfully by hundreds of Life Planners in 25 countries to change countless lives for the better. All that collective wisdom is yours in this b
Book Synopsis Everything You Need to Know When I'm Gone - End of Life Planner for Affairs and Last Wishes by : Ava Brinley
Download or read book Everything You Need to Know When I'm Gone - End of Life Planner for Affairs and Last Wishes written by Ava Brinley and published by . This book was released on 2019-02-23 with total page 52 pages. Available in PDF, EPUB and Kindle. Book excerpt: Give the gift of peace of mind to your loved ones. Everything You Need to Know When I'm Gone is a simple and easy to use, fill-in-the-blank planning guide. This 52 page booklet has room for all of the most important things that your family and friends will need to know in the event of your death. It is intended to relieve the burden from family members who would otherwise have to gather this information themselves during their time of grief. There is also space for your own personal reflections and messages. personal details financial information account numbers internet logins and passwords list of contacts arrangements for your remains and funeral wishes instructions for dependents, pets and belongings practical information like where you keep your records and keys messages for friends and family final thoughts At 52 pages, this planner is just the right length to not be overwhelming for the person filling it out, or for the reader. It is designed to contain just the right amount of space for the needs of the average person with extra spaces for things not covered. 8X10 inches. 52 pages. Lined spaces to write in. Softcover.
Book Synopsis My Will Book by : Michael G. Trachtman
Download or read book My Will Book written by Michael G. Trachtman and published by Sterling Publishing Company. This book was released on 2007 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who needs a Will? Everyone! Without this legal document, you’ll have no control over where your assets go. Fortunately, there’s a simple way to draw one up. Written by a well-respected lawyer, this guide contains an actual Will, with perforated pages to remove and file. Complete with Health Care Power of Attorney, it takes less than an hour to complete, is legal in every state, and can save thousands of dollars in lawyer’s fees. Each chapter walks you through a specific section of the Will, explaining the pros and cons of available alternatives; the actual pages of the Will follow, with space to insert personalized provisions. Among the issues discussed: creating an asset inventory, choosing an executor, making cash and property bequests, creating a trust, payment of debts, and more. Why THIS Will? This Will saves you from spending thousands of dollars on an estate-planning lawyer. This Will is legal in every state and takes less than one hour to complete. This Will protects you and your loved ones from having a court decide the fate of your estate.