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A
Financial and Estate Survivor's Guide For Your Loved
Ones Is Needed!
Get Your Up To Date Copy Now | E-Book
is
Comprehensive + Easy To Use
Financial and Estate Planners
acknowledge that disposing of an estate can be made much
easier
plus less traumatic by simple organization
and planning.
Letting your loved ones know
where your information and documents are located will
save them countless hours of searching for the needed
materials to properly handle your affairs, when the time
comes.
No matter how simple or complex
your affairs are, your family needs to know this
information! Today, having only a will is simply not
enough. As a bonus, we now include a free Living Trust Checklist booklet.
Properly creating your Estate
Planning documents, you can:
-
Eliminate
probate - which is a costly, time consuming
procedure.
-
Minimize
estate taxes to the fullest extent allowed by law.
-
Identify
legal guardians for your minor children.
-
Establish a
living trust for the benefit of your family or others.
-
Reduce
family conflicts and assure proper distribution of
your assets according to your wishes.
-
Reconstruct
your financial records if necessary.
-
Reduce
legal fees - your necessary information is organized
and documented.
-
Eliminate
the need for family members to make difficult
decisions relative to your health care in the event
you are incapacitated.
-
Discourage
legal challenges.
Our
inexpensive My Own
Estate Organizer and Planner E-Booklet is designed so
you can easily document your information,
finances and
paperwork locations into the pre-formatted
pages.
Simply enter your information,
electronically, into the
sections and pages that apply to your situation, then
save it.
Booklet information fields are comprehensive, making
sure all
your information is included -
not overlooked and can be
updated.
Once finished, it becomes an
integral part of your estate, plus reduces your legal
cost when setting up a living trust. Your surviving loved ones
should be made aware of its location, along with
your other estate paperwork and identification.
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