Get it Together

Get it Together

Helps organize information for estate planners, and shows how to keep track of such important documents as tax records, insurance policies, and passwords.

Author: Melanie Cullen

Publisher: NOLO

ISBN: 1413317537

Category: Business & Economics

Page: 392

View: 417

Helps organize information for estate planners, and shows how to keep track of such important documents as tax records, insurance policies, and passwords.
Categories: Business & Economics

Get It Together

Get It Together

Organize Your Records So Your Family Won't Have To Melanie Cullen, Shae Irving ... THE NEW YORK TIMES “ Nolo is always there in a jam as the nation's premier publisher of do-it-yourself legal books.” NEWSWEEK “ Nolo publications...guide ...

Author: Melanie Cullen

Publisher: Nolo

ISBN: 9781413329957

Category: Business & Economics

Page: 433

View: 858

This workbook is a complete guide to collecting and organizing important papers and information. The author leads readers through the process step by step, prompting them to provide information that will make sure family members don’t lose out on money (life insurance proceeds often go unclaimed, for example), legal documents (a will is no good if no one knows where it is), and items of emotional significance (heirlooms, family photos and history). At the end the process, the vital details about the reader’s life will be organized and easy for loved ones to access and understand.
Categories: Business & Economics

Plan Your Estate

Plan Your Estate

Keeping Good Records After taking inventory of your property, you might want to take the next step and get better organized for your family. Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen and Shae ...

Author: Denis Clifford

Publisher: Nolo

ISBN: 9781413329827

Category: Law

Page: 528

View: 836

Turn to Plan Your Estate for straightforward, plain-English explanations of each of your estate-planning options, so you can make the best decisions for you and those you love. Attorney Denis Clifford shows you how to: avoid probate leave property through a will or trust use life insurance to provide for your loved ones name a guardian for your minor children leave property to a young person plan for incapacity implement strategies specific to business owners reduce estate taxes make final arrangements This book is for seniors doing end-of-life planning, parents planning for their young children’s futures, adult children helping their parents make end-of life plans, as well as readers of any age who want to learn about estate planning. No matter what category you fit into, if you’re like most people, you understand that estate planning is a good idea. You know that estate planning ensures that your property will pass to the right people with minimal delay, red tape, and cost. And if you do have young children, you likely know that you need an estate plan to have a say in who will care for your children if you’re not around to do it. Perhaps you even know that you can use your estate plan to leave specific instructions about your finances and medical care in case you become incapacitated and unable to make those decisions for yourself. Although you may know all of that, it’s all too easy to put off actually sitting down and making your plan. We understand. Estate planning is not easy—first, because it forces you to think about your mortality, and second, because of the legal complications and legal fees that often come with it. Plan Your Estate is here to help. This book explains estate planning in plain English, step by step, option by option. Once you know your choices, you can confidently move toward making an estate plan that fits your circumstances and wishes. Plan Your Estate covers these estate planning goals: Leaving property. If you are not wealthy, you might use a simple will or living trust, or both. You can also use co-ownership, transfer-on-death accounts, or beneficiary designations. If you have a large estate, you might also leave property to beneficiaries in more complicated ongoing trusts. No matter how you leave your property, it is better to have a plan—if you die without one, state law will decide who gets what. Providing for young children. If you have young children, you’ll want to ensure that they will be well cared for if you die before they become adults. In your will, you can name guardians to raise them and managers to look after their inheritance. You’ll also likely want to buy life insurance to make sure that your kids have money after you’re gone. Planning for incapacity. Part of estate planning is preparing for what would happen if you ever became unable to make medical and financial decisions for yourself. You can use a health care directive to name someone who will make medical decisions on your behalf and to express your wishes about end-of-life care. You can also prepare a durable power of attorney that gives a trusted person control of your finances. Preparing these documents can save your family much heartache. Avoiding probate. Probate is a court-run process for wrapping up an estate. It’s often expensive and time-consuming, yet rarely provides any benefit to the beneficiaries. Thankfully, with a little planning, probate is fairly easy to avoid. Trusts, pay-on-death accounts, joint tenancy, and other probate avoidance methods can keep most or all of your estate out of probate, saving your loved ones time and money. Reducing estate tax. Most people won’t owe federal estate tax. But if you expect to leave over $11 million (or $22 million as a married couple), you’ll probably want to use your estate plan to reduce the tax that your estate could owe after your death. If all this sounds overwhelming, please keep in mind that many people need only a simple estate plan. You may be able to prepare all your documents yourself. Or you might discover that you have some pretty complicated estate planning needs that will require advice from a lawyer. Most likely, you’ll find yourself somewhere in between. No matter what your situation, with Plan Your Estate on your side you can go forward informed and empowered to make a smart and effective estate plan. Estate planning is an invaluable gift to yourself and to your loved one. It will feel great to get it done, and you can start right here with Plan Your Estate. (Note: This book contains no estate planning forms, but it does tell you how to get the forms you need.)
Categories: Law

The Complete Idiot s Guide to Organizing Your Life 5th Edition

The Complete Idiot s Guide to Organizing Your Life  5th Edition

Need more help getting started organizing your tax and other records? Consider purchasing or downloading (you save shipping this way) acopy of Melanie Cullen's Get It Together: Organize Your Records So Your Family Won't Have To from ...

Author: Georgene Lockwood

Publisher: Penguin

ISBN: 1101460830

Category: Self-Help

Page: 457

View: 402

The popular guide that makes organizing a breeze. In today's fast-paced, complex society, it's crucial to find ways to increase productivity, simplify, and stay sane. The fifth edition of this highly successful guide emphasizes how organization helps people survive tough times, assists them with life's challenges, and can lead to a happier, more peaceful life. New in this edition are: green organizing; getting things done in the electronic age; and loads of new products that help people organize. - Offers up-to-date information, a reading appendix, and new resources - Fifth edition with an expanded focus on simple living, a popular topic even before the recession, plus green organizing and organizing in the electronic age - Timeless themes of saving money and reducing stress - Download a sample chapter
Categories: Self-Help

The Complete Guide to Organizing Your Records for Estate Planning

The Complete Guide to Organizing Your Records for Estate Planning

Bitticks, B., L. Benson, and D. Breininger, The Senior Organizer Organizing for a Better Quality of Life, Deerfield, Health Communications, 2006. Cullen, M. and S. Irving, Get It Together: Organize Your Records So Your Family Won't Have ...

Author: John N. Peragine, Jr.

Publisher: Atlantic Publishing Company

ISBN: 9781601382351

Category: Business & Economics

Page: 336

View: 883

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.
Categories: Business & Economics

Long Term Care

Long Term Care

Determine Income and Assets The first step in figuring out what money is realistically available for someone's long-term ... Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen and Shae Irving (Nolo), ...

Author: Joseph Matthews

Publisher: Nolo

ISBN: 9781413327878

Category: Business & Economics

Page: 376

View: 890

People need help making good decisions about choosing and paying for long-term care. As long-term care options expand, the need for reliable, unbiased, plain-English information grows.
Categories: Business & Economics

Long term Care

Long term Care

Determine Income and Assets The first step in figuring out what money is realistically available for someone's long-term ... Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen and Shae Irving (Nolo), ...

Author: The Editors of Nolo

Publisher: Nolo

ISBN: 9781413330014

Category: Business & Economics

Page: 369

View: 555

As boomers enter their 70s, more people than ever need long-term care. The cost of nursing homes, assisted living, home health care, and other care options is painfully steep, and navigating Medicare and Medicaid can be challenging. Long-Term Care comes to the rescue with reliable, practical, plain-English information on long-term care options and how to pay for them.
Categories: Business & Economics

Every Californian s Guide To Estate Planning

Every Californian s Guide To Estate Planning

You also need to know what kinds of things you own so that you can be sure your estate plan properly deals with them ... all of your personal and family's records, see Get It Together: Organize Your Records So Your Family Won't Have To, ...

Author: Liza W. Hanks

Publisher: Nolo

ISBN: 9781413329384

Category: Law

Page: 360

View: 575

Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.
Categories: Law

How to Probate an Estate in California

How to Probate an Estate in California

If you need help getting organized, try Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen and Shae Irving (Nolo). It is designed primarily as a way for people to organize their own affairs so that ...

Author: Julia Nissley

Publisher: Nolo

ISBN: 9781413328424

Category: Business & Economics

Page: 512

View: 580

This book provides all of the forms, instructions, guidance, and tips you'll need to probate a simple estate in California. And even if you hire a lawyer to help, this book will give you a solid understanding of the process and allow you to do much of the work yourself.
Categories: Business & Economics

Safe and Secure

Safe and Secure

Our STOP strategy—making your finances simplified, transparent, organized, and protected—is designed to address each ... One we can recommend is Get It Together: Organize Your Records So Your Family Won't Have To, by Melanie Cullen with ...

Author: Fran Tarkenton

Publisher: Regnery Publishing

ISBN: 9781621578178

Category: Business & Economics

Page: 162

View: 349

Thieves and scammers are on the prowl for easy targets who have significant exposed assets—and if you're a senior citizen who saved for retirement, you may be the perfect mark. Fran Tarkenton, the NFL Hall of Fame quarterback who became a succesful entrepreneur, has partnered with certified public accountant and financial executive Rick Gossett to present this practical, up-to-date guide to scam-proofing your savings during your golden years. Safe & Secure will give you ten specific actions steps that will turn you from an “easy” target into a “hard” target. A well-prepared senior who understands the potential for financial abuse and has taken the precautions recommended in this book is more than likely to remain safe and secure through a long and comfortable retirement. “As our country gracefully ages, we need to make sure to do all we can to protect the elderly—from their health, to their mind, to their finances. Once again, a man we all trust and respect has stepped forward and answered the call. With his simple and effective ways of explaining important concepts, legend Fran Tarkenton is doing his part to keep the elderly safe, drawing on his successful career both on and off the football field.” —SANJAY GUPTA, Assistant Professor of Neurosurgery at Emory University and CNN Chief Medical Correspondent “From helping us all recognize that we’re potential targets to providing easily comprehensible and implementable solutions, Fran Tarkenton and Rick Gossett have provided an extremely invaluable and indispensable resource. Elder nancial abuse will remain a major concern as our population ages. The tools presented here can help everyone be prepared and less likely to be a victim.” —THOMAS E. PRICE, MD, former Secretary of Health and Human Services and former member of US House of Representatives
Categories: Business & Economics