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Arranging Your Financial And Legal Affairs
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Book Synopsis Arranging Your Financial and Legal Affairs by : Julie A. Calligaro
Download or read book Arranging Your Financial and Legal Affairs written by Julie A. Calligaro and published by Demery Publishing. This book was released on 1998 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt: Complete with perforated checklists and inventories to tear out, "Arranging Your Financial and Legal Affairs" directs the reader to the common areas of concern including financial assets and debts; household cash flow, insurance matters including beneficiary designations; wills, trusts, and powers of attorney; and the need for appointing guardians for young children.
Book Synopsis If Something Should Happen by : Marla Brill
Download or read book If Something Should Happen written by Marla Brill and published by . This book was released on 2008-01-01 with total page 28 pages. Available in PDF, EPUB and Kindle. Book excerpt: 'The purpose of this book is to help you organize your financial and legal affairs, so that your loved ones and others will be able to step in and help with minimal difficulty if you are not able to manage things yourself.' --from inside front cover.
Book Synopsis If Something Should Happen by : Marla Brill
Download or read book If Something Should Happen written by Marla Brill and published by . This book was released on 2015-01-01 with total page 55 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis If Something Happens to Me by : Joseph R. Hearn
Download or read book If Something Happens to Me written by Joseph R. Hearn and published by Provisio Publishing, LLC. This book was released on 2004 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: If Something Happens to Me is a detailed workbook that allows families to not only organize their financial, legal, and insurance information, but also gives step-by-step guidance as to what actions need to be taken after losing a loved one. In short, it is one of the most comprehensive, relevant tools available to ensure that families are prepared for the unexpected.
Book Synopsis If Something Should Happen by : Marla Brill
Download or read book If Something Should Happen written by Marla Brill and published by . This book was released on 2010-01-01 with total page 47 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The purpose of this book is to help you organize your financial and legal affairs, so that your loved ones and others will be able to step in and help with minimal difficulty if you are not able to manage things yourself" -- p. i.
Book Synopsis A Guide for Widows and Widowers by : Julie A. Calligaro
Download or read book A Guide for Widows and Widowers written by Julie A. Calligaro and published by CreateSpace. This book was released on 2013-06-17 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book will guide you, step-by-step, as you to get your financial and legal affairs in order after the death of your Spouse. Some of the topics included are: do you need to probate; how to organize and manage your finances; how to apply for social security, insurance and retirement benefits; when you need an accountant; what if your Spouse owned a business; how to pick an attorney; how to get your own affairs in order; beneficiary designations; power of attorney; medical power of attorney; guardians; wills; trusts; how you can avoid probate. There are no do-it-yourself legal forms, but there are 10 forms and checklists you can download (included in the price of the book) which streamline the process and save you time and energy. A Personal Note from the Author“Although I've been an estate planning and probate attorney for 30 years, I'm really in the peace of mind business. Once your affairs are in order, you will have made things as easy as possible for yourself and you will achieve peace of mind.”
Book Synopsis Estate Planning in Plain English by : Julie Calligaro
Download or read book Estate Planning in Plain English written by Julie Calligaro and published by . This book was released on 2013-09-01 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a step-by-step guide through the process of estate planning, which in Plain English means getting your financial and legal affairs in order. It's 100 pages of Plain English not hundreds and hundreds of pages of legalese.Forms:This book does NOT include fill-in-the-blank Wills, Trusts, Powers of Attorney or Guardianship forms. If you want a do-it-yourself estate plan this is not the book for you. Do-it-yourself legal forms are often penny-wise and pound-foolish.However, there are 21 forms, checklists and a worksheet that will help organize your financial and legal affairs and save time as you work through the estate planning process. These interactive forms, checklists and worksheet are included in the price; download and customize them to suit your specific needs. Some of the forms available for download are:1. Estate Planning Worksheet 2. Questions to Ask the Attorney3. Estate Planning Questionnaire4. Excel Spreadsheet of Assets and Debts 5. Location of Important Documents6. Checklist of Important Documents7. Parental Consent Form Minor Children8. Who to Contact in an Emergency 9. Funeral and Burial Information10. Excel Spreadsheet Income and Expenses If You Already Have an Estate Plan It's worth the cost of the book to confirm that your affairs are in order and, if they aren't, to make the necessary revisions.A Personal Note from the Author"Although I've been an estate planning and probate attorney for 30 years, I'm actually in the Peace of Mind business. I know from experience that once you have your affairs in order, making things as easy as possible for your family at your disability or death, you will achieve peace of mind."
Author :American Bar Association. House of Delegates Publisher :American Bar Association ISBN 13 :9781590318737 Total Pages :216 pages Book Rating :4.3/5 (187 download)
Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Book Synopsis The Everything Binder Book by : Michelle Perry Higgins
Download or read book The Everything Binder Book written by Michelle Perry Higgins and published by . This book was released on 2019-02-28 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Everything Binder Book has been designed to help you keep all your personal information safe and organized in one place--primary contacts, medical history, insurance information, private access information, estate planning, retirement details, final wishes, letters to loved ones and much more. There's even a section for your four-legged friends. Protect yourself, your family, and keep everything in one easy to access place, just in case. The Everything Binder Book was designed and created by Michelle Perry Higgins, whose work has been recognized numerous times over the last 20 years. Among her many achievements, Ms. Higgins was named to Investopedia's Top 100 Most Influential Financial Advisors list in 2017. Previously, WealthManagement.com ranked her on their Top 25 Women-Owned RIAs list in 2012, 2014, and 2015, on the Top 50 Women-Owned RIAs in 2013, as well as the "Top 40 Under 40". She has appeared on CNBC, CBS, and Fox, and has been quoted in Oprah.com, Forbes, USA Today, The Los Angeles Times, and many more publications. Ms. Higgins is a contributor on The Wall Street Journal Expert Panel.
Book Synopsis Real Life Financial Planning for Young Lawyers by : Thomas A. Haunty
Download or read book Real Life Financial Planning for Young Lawyers written by Thomas A. Haunty and published by . This book was released on 2006 with total page 96 pages. Available in PDF, EPUB and Kindle. Book excerpt: Real Life Financial Planning for Young Lawyers should be required reading for every young lawyer. Practicing law today brings many challenges that prevent lawyers from adequately addressing their own finances. This book will give you a blueprint to help you get your ?financial house? in order. Practical steps are presented on how to build a solid long-term financial plan that addresses every level of your finances from budgeting and insuring to investing and taxes. You will be motivated and encouraged on how to meet your financial goals by making your money work as hard as you do. This is the financial information you wish they taught in law school. There is an amazing amount of practical advice packed into this book based on the wisdom gained from over 17,000 individual meetings that the authors have had with their clients.....people just like you. You will learn how to: ? organize your financial affairs to meet YOUR needs; ? prioritize decisions so that you know WHAT to do WHEN; ? maximize financial security with CORRECT insurance and asset protection strategies; ? get CONTROL of your financial life; ? begin a path toward FINANCIAL INDEPENDENCE; ...and much, much MORE!
Book Synopsis Know where You are by : Audrey Cleary Bailey
Download or read book Know where You are written by Audrey Cleary Bailey and published by . This book was released on 2000 with total page 187 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Everything Binder - Workbook by : Michelle Perry Higgins
Download or read book The Everything Binder - Workbook written by Michelle Perry Higgins and published by . This book was released on 2017-04 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt: From letting your family know your wishes, to having everything ready to go in an emergency - The Everything Binder has everything you need. An Everything Binder - Workbook includes contains: Personal Information Immediate Contacts Pre & Post-Death Checklists Medical History Important Contacts Insurance Private Security & Access Information Income & Cash Equivalents Pet Information Funeral Arrangements Document Originals & Copies Estate Planning Documents Letters to Loved Ones Real Estate Personal Property Retirement & Investments Debt Business Ownership
Download or read book Be Prepared written by David S. Landay and published by Macmillan. This book was released on 1998 with total page 478 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you are confronting a life-threatening condition and facing challenges to your fincances, work, and future, you no longer need to struggle alone. InBe Prepared, attorney David Landay, a leading authority with moer than thiry years' experience in this field, assembles and explains the most up-to-date financial, legal, and practical information. He will help you focus on the questions to ask, how to find the information you need, and where to loacte the resources to assist you. Topics covered include: How to obtain access to the best medical care Surprising ways to pay bills with existing assets Work issues, disability, and going back to work Legal issues such as estate planning and the Americans with Disabilities Act Social Security, Medicare, and Medicaid New Investment strategies How to maximize your nicome and manage your expenses and debts By showing you, in simple steps, how to understand, organize, and manage your affairs, Landay provides you with the practical know-how and emotional confidence to face the future without fear.Be Preparedis the ideal book to help you make the best of some of life's most difficult situations.
Book Synopsis How to re-organize your affairs so as to pay the least amount of income tax by : David Shrand
Download or read book How to re-organize your affairs so as to pay the least amount of income tax written by David Shrand and published by . This book was released on 1972 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning written by Daniel Shore and published by Freegulls Publishing House. This book was released on with total page 34 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning is the process of arranging for the management and disposal of a person's estate during their life and after death. It involves creating legal documents such as wills, trusts, and powers of attorney to ensure that your assets are distributed according to your wishes, minimize taxes, and provide for your loved ones. It's important to regularly review and update your estate plan to reflect changes in your life circumstances and the law. Understanding your estate involves a comprehensive assessment of all your assets and liabilities, encompassing various aspects of your financial life. Your estate includes tangible assets such as real estate, vehicles, jewelry, and personal belongings, as well as intangible assets like bank accounts, investments, retirement savings, and intellectual property. Additionally, your estate encompasses any debts or liabilities you may have, including mortgages, loans, credit card balances, and outstanding bills. It's crucial to have a clear understanding of both your assets and liabilities to effectively plan for the distribution and management of your estate.
Book Synopsis Personal Family and Financial Record Book by :
Download or read book Personal Family and Financial Record Book written by and published by . This book was released on 2023-08 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Personal Family and Financial Record Book is a practical tool for organizing and recording personal financial and family information. It is useful for estate planning, retirement planning, and other financial decisions.By completing this record book, you can create a precise summary of your assets and liabilities, which can help you understand your financial position. Your legal and financial advisors can also use the information to prepare a thoughtful and effective estate plan.In case of death or incapacity, your family members can effectively manage your financial affairs by referring to this book. The Personal Family and Financial Record Book also helps the executor of your estate to settle your affairs quickly.The book's contents are organized to make recording and managing your information easy. The Individual Information section includes personal details, family information, a family tree, and a page for notes. The Financial and Insurance section includes important contacts, financial assets, credit and store cards, investments, retirement accounts, bonds, certificates of deposits, income tax, mortgages and loans, insurance information, annuities, and a page for notes. The Personal Property section covers vehicles and other personal property, property owned, collections, and valuables.The Wills and Trusts section includes trust information, wills/bequest information, who you want to have in your choice, why it is important to make a will, a sample will, and how to add to an existing will. Finally, the Planning in Advance section includes funeral planning and arrangements, a funeral planning checklist, and a guide.Overall, the Personal Family and Financial Record Book is essential for organizing and managing your personal and financial information. It is an effective tool that can assist in making informed decisions about your future, ensure your wishes are respected, and help your family and loved ones manage your financial affairs in case of your absence or incapacity.
Book Synopsis Getting Your Legal House in Order by : Sally Balch Hurme
Download or read book Getting Your Legal House in Order written by Sally Balch Hurme and published by . This book was released on 2019-12-04 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
