Planning for the end of life isn't all that fun, but it doesn't have to be hard. Take a look at this estate planning guide checklist and you'll see it's easy.
Here's how to pass on your assets to your family members with as little hassle, tax and probate fees as possible
Setting up your financial files for your estate planning is not for you, it is for your living relatives. Get a comprehensive detail of what to keep.
The Personal Affairs Binder 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.
A Plan for Saving Your Heirs From Frustration and Financial Pain
Do you wonder what happens if you don't have a living trust? Learn these 6 (honest) reasons you wouldn't need one. Know what's best for your estate plan!
Not all estate or end-of-life planning tasks are expensive and time-consuming. Here are 5 free estate planning tasks to get you started.
Make the most out of your OneNote to-do list by applying our tips for better checklists in Microsoft OneNote.
It may not be a fun thing to think about or talk about, but it’s important to get your estate planning organized. Unfortunately, death doesn’t just happen to
DESCRIPTION: Having an End of Life Planner is an important but often overlooked aspect of personal and financial planning. In the event of a loved one's passing, having a detailed plan in place can help alleviate stress and confusion for family members handling the estate. It is essential to have all pertinent information organized, including power of attorney papers, financial accounts and passwords, healthcare directives, wills, life insurance policies and burial/cemetery arrangements. This helps ensure that family members know what to do when the time comes, instead of being left in the dark or feeling uncertain about how to handle things. INCLUDED IN THIS DOWNLOAD: 29 pages of information about you and your wishes to include - Personal Information - Contacts - Military/Civil Service - Insurance information - Financial information - Assets information - Final wishes and so much more SIZING This Download includes the following sizes: - Letter 8.5 x 11 There is too much information to shrink this down to alternative sizes. HOW TO PRINT: 1. Log into your Etsy account 2. Click the -You- tab 3. Scroll and Click -Purchases and Reviews- 4. Find your purchase and click -Download Files- 5. Click -Download- REFUNDS These are digital products, so we do not accept refunds. However, if you have a problem, please contact us! COPYRIGHT These files are for personal use. These files are not to be shared or resold in any way shape or form. Thank you! GET A FREE ORGANIZING CHECKLIST Join our mailing list at https://www.organizedbymargaretlee.com and get a free printable FOLLOW Follow us on Instagram @organizedbymargaretlee Follow us on Facebook @organizedbymargaretlee
Planning for estate & end of life arrangements will make a difficult time easier for your family. Get organized now with this free End-of-Life Checklist.
How to organize important documents in a binder AND what important paperwork, documents and info you NEED in your In Case of Emergency binder. Paper clutter is no joke – SO …
Get free spreadsheet templates in Excel. These finance Excel templates facilitate the analysis and preparation of your budget and financial model.
Du hörst es immer wieder, Finanzierungen ohne Eigenkapital. Aber sind diese überhaupt möglich? Und wenn so eine Finanzierung möglich ist, solltest du sie dann auch verwenden?
How to organize important documents in a binder AND what important paperwork, documents and info you NEED in your In Case of Emergency binder. Paper clutter is no joke – SO …
How Couples Can Protect The Surviving Spouse - Being the surviving spouse or child can be more than a time of grieving, it's also a time for many decisions.
You often hear the advice that you should talk to a financial planner or professional to help you get on track with financial goals, plan for the future and save and invest better.
And 7 ways to make things easier for yours
Follow these 20 steps to take in the year before retirement for a smooth transition from the working world into the retirement you've always wanted.
Planning for estate & end of life arrangements will make a difficult time easier for your family. Get organized now with this free End-of-Life Checklist.
It is sad when someone dies and all too often there are financial disputes to contend with too. You need to know on what grounds you can contest a will
So you've decided that you finally need an estate plan. Now what? What do you actually do? Here's an 11-step estate planning checklist to get you started
How to organize important documents in a binder AND what important paperwork, documents and info you NEED in your In Case of Emergency binder. Paper clutter is no joke – SO …
The Ultimate Pre-Retirement Checklist is a must-read for anyone within 5 years of retirement. This comprehensive checklist provides all of the steps you need to Achieve A Great Retirement, as well as links to related articles on numerous retirement planning topics.
Real estate investing is an amazing form of investing that offers infinite possibilities to quickly generate wealth. That being the case, why isn’t everyone doing it? I believe the answer is fairly simple. Firstly,
How to organize important documents in a binder AND what important paperwork, documents and info you NEED in your In Case of Emergency binder. Paper clutter is no joke – SO …
Find out how Don went from zero to 15 rental properties in just 3 years, and how Morris Invest helped him get there!
Should you inherit a large sum of money, it's important to know what to do with it, starting with what to avoid when managing this sudden, bittersweet windfall.
This financial inventory is for use by any individual to keep track of personal financial assets including bank accounts, investment accounts and retirement accounts.
How to organize important documents in a binder AND what important paperwork, documents and info you NEED in your In Case of Emergency binder. Paper clutter is no joke – SO …
Thinking about paying off the mortgage early? Explore these top 4 methods and choose the one that would work best for you!
If one spouse passes away, the surviving spouse could pay nearly double the amount of income taxes. Are you planning for this?
How to organize important documents in a binder AND what important paperwork, documents and info you NEED in your In Case of Emergency binder. Paper clutter is no joke – SO …
How to make sure your assets pass to your loved ones exactly as you want—with the fewest possible hassles, taxes and delays
Have questions about working with or hiring a financial adviser? Email [email protected].
