WHO ELSE WANTS TO GET THEIR AFFAIRS IN ORDER?
Wills, Trusts, Powers of Attorney and Living Wills
Do You Have the Correct Documents For Your Marital Status and Circumstances?
To Find Out - Answer These Questions
- Do you need a will or a trust? Do you have one?
- Do you have a power of attorney AND a living will?
- Have you named guardians for your minor children?
- Have you updated the primary AND secondary beneficiaries on your life insurance policies and retirement plans?
- Have you avoided the dangers of joint ownership?
- Do you have a roadmap of your financial and legal affairs for your family to follow?
Dear Friend,
If you answered "no" to any of these questions, you don't have your affairs in order. And if you don't have your affairs in order, you and your loved ones risk these complications:
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Paying estate taxes (the death tax) you could have avoided.
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Wasting money and time with an unnecessary probate.
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The wrong people appointed guardians for your children.
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The wrong people receiving your assets at your death.
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Risking your house or bank accounts to your joint tenants divorce or creditors.
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Forfeiting payments of life insurance, IRAs or other assets because your spouse or other heirs don't know they exist.
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Family feuds at your death.
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Money paid to an ex-spouse because you forgot to update beneficiary forms.
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Doctors keeping you hooked-up to machines when you want to be allowed to die with peace and dignity.
On the other hand, once your affairs are in order, you achieve peace of mind for yourself and you make it easy for your loved ones saving them time and money.
A Step-By-Step Workbook
Help is at hand. You can get your affairs in order efficiently and effectively with our estate-planning workbook. This step-by-step guide is specifically designed to lead you through the process of getting your financial and legal affairs in order. For example, you will learn if you need a will or a trust; if you need a plan to avoid estate taxes (the death tax); how to name guardians for your minor children; and how to find the right attorney to prepare the right documents.
You will organize your records; make inventories or lists of your assets, insurance policies, retirement plans, and credit cards. And safeguard your important papers while making them accessible for your family at your disability or death.
The Benefits
Here’s what you will accomplish by following the steps in the workbook:
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You will have your affairs in order.
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You will know the difference between wills, trusts, powers of attorney, and living wills (they are described in "Plain English" not legalese).
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You will know how to avoid Probate.
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You will know how to avoid the dangers of joint ownership.
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You will know if you need to change your primary beneficiaries or add secondary beneficiaries on life insurance policies and retirement plans so you can keep your beneficiary designations up to date. If your beneficiary designations are out of date, the money will NOT be paid to the person or persons you intend.
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You will have an up-to-date list of your assets and debts (the forms you will need are included) so you will have this information at your fingertips as well as available for the person who will take over in the event of your disability or death.
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You will have an up-to-date list of your income and expenses (the forms you will need are included).
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You will know how your assets are currently titled AND if changes are necessary. (For example is your spouse on the deed if you bought your house after your marriage? Is your ex still on your life insurance or retirement accounts?
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Practical suggestions for organizing and safeguarding your important papers are included so your estate plan will be accessible to the person who will take over in the event of your disability or death.
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Practical suggestions about what records to keep from year to year and how best to keep them are included so your records will be lean and current not bloated and outdated.
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Suggestions for preparing a "Home Inventory" are included in the event you suffer damage or destruction and need to file insurance claims.
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Information about why and how to check your credit history is included so you will discover if there are mistakes in your credit history before you apply for a mortgage or loan.
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Forms to list your credit cards and the contents of your wallet are included so you will be able to contact the credit card companies immediately if your cards are lost or stolen.
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Worksheets and forms are included so you have everything you need to start immediately.
Three Versions of the Estate Planning Workbooks
These estate- planning workbooks are concise and to the point. There are separate workbooks for married couples, unmarried couples and singles. You choose the workbook that fits your marital status.
About the Estate Planning Workbooks
Each estate planning guide is 72 pages long and divided into 9 chapters. The Chapters are:
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Get Organized
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Inventory Your Assets and Debts
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Insurance
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Pension and Retirement
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Estate Planning
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Taxes
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Credit Cards and Credit History
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Keeping Your Affairs Up To Date
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Location of Documents.
Chapters 2, 3, 4, 7 and 9 include blank inventory forms to help you organize important information. Every Chapter includes a “Chapter Checklist” that summarizes the actions or instructions contained in the Chapter so you can check-off each action as you complete it.
Here’s What’s Included With The Workbook:
Would you rather keep track on pencil and paper? Not a problem as the Asset and Debt and Income and Expense forms are reproduced in the Workbook.
My Credentials
Here’s why I am qualified to write an estate planning workbook that will bring you peace of mind and save your loved ones time and money.I have been an estate planning and probate attorney for 25 years. I have helped thousands of people put their affairs in order using a common sense approach to meet their personal needs quickly and efficiently.
I have written the successful books "Arranging Your Financial And Legal Affairs" and “The Widow’s Resource”, the booklet "Getting Your Affairs in Order", numerous articles on estate planning and hosted the popular radio show, “Getting Your Affairs In Order”.
Bonus
If you are working with or considering working with an investment adviser or financial planner you will appreciate this special bonus - “Investment Advisers: What You Need to Know Before Choosing One”.
The Securities and Exchange Commission receives many questions about investment advisers—what they are and how to go about choosing one. Investment Advisers: What You Need to Know Before Choosing One” answers some of the typical questions the SEC receives from investors about investment advisers.
What’s The Cost?
There Are Two Ways To Buy The Estate Plan Guide
1. Actual Workbook and CDs
The cost is $25.95 and includes:
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The Estate Plan Guide workbook.
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A CD that contains the 2 Excel Spreadsheets.
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Investment Advisers: What You Need to Know Before Choosing One.
2. Digital Download
The cost is $15.95 and includes:
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The Estate Plan Guide workbook in an ebook format that you will download to your computer within minutes of your purchase.
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2 Excel Spreadsheets to keep track of your assets and debts and income and expenses that you will download to your computer within minutes of your purchase.
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Investment Advisers: What You Need to Know Before Choosing One.
Our No Questions Asked 100% Money Back Guarantee
Your satisfaction is guaranteed because of our no risk, 100%, no questions asked money-back guarantee. If for any reason you are dissatisfied with your ebook or printed book, just contact us (or send back the workbook and CD) and we'll refund 100% of the purchase price, no questions asked.
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Click the button below to buy the $25.95 printed workbook with CD for a Single Person. Shipping is by US Priority Mail and costs $4.60.
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Click the button below to buy the $15.95 ebook with spreadsheets for a Single Person.
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Instructions to Download Your eBook:
When your
credit card payment has been approved, the next screen will say 'Thank You
for your payment'. Click the 'Return to Merchant' link at the bottom of the
the page to download your your ebook and bonuses. |
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Click the button below to buy the $25.95 printed workbook with CD for Unmarried Couples. Shipping is by US Priority Mail and costs $4.60.
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Click the button below to buy the $15.95 ebook with spreadsheets for Unmarried Couples.
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Instructions to Download Your eBook:
When your
credit card payment has been approved, the next screen will say 'Thank You
for your payment'. Click the 'Return to Merchant' link at the bottom of the
the page to download your your ebook and bonuses. |
|
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Click the button below to buy the $25.95 the printed workbook with CD for Married Couples. Shipping is by US Priority Mail and costs $4.60.
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Click the button below to buy the $15.95 ebook with spreadsheets for Married Couples.
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Instructions to Download Your eBook:
When your
credit card payment has been approved, the next screen will say 'Thank You
for your payment'. Click the 'Return to Merchant' link at the bottom of the
the page to download your your ebook and bonuses. |
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Privacy Policy
We protect your privacy. We NEVER share or sell your personal information.
Best regards,
Julie A. Calligaro
P.S. Stop procrastinating. Take action now. Peace of Mind is just a click away.
Women’s Source Books
Demery Publishing
20600 Eureka, Suite 900
Taylor, MI 48180
734 283 1509 (9-5 EST Monday through Friday, voicemail all other times)
jcalligaro@msn.com
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