AARP Crash Course in Estate Planning : The Essential Guide to Wills, Trusts, and Your Personal Legacy

AARP Crash Course in Estate Planning : The Essential Guide to Wills, Trusts, and Your Personal Legacy

Scrutinized for accuracy by AARP’s legal specialists, this indispensable volume covers every aspect of planning an estate and creating a will. A crash course in one handy volume, the book walks readers through the entire process, from understanding the distinction between probate and nonprobate property to delegating a durable power of attorney, and from resolving possible tax issues ahead of time to safeguarding your assets.

In these pages you will find:
• comparisons of wills and simple living trusts;
• advice on guardianship and advance medical directives;
• explanations of the role and powers of a trustee—and what steps to take in the case of suspected misconduct;
• a primer on marshaling and protecting retirement assets;
• help in planning for children with disabilities;
• ideas for making sure your money stays in the family in case a spouse remarries; and much, much more.

Suze Orman’s Protection Portfolio: Will & Trust Kit

Suze Orman’s Protection Portfolio: Will & Trust Kit. The Forms You Need Today to Protect Your Tomorrows
by Suze Orman

Suze Orman’s Protection Portfolio contains everything you need to create your own Will and Revocable Living Trust and many more essential documents. Both PC and Machintosh compatible. The package includes a CD-ROM with more than 40 easy-to-use forms and documents, valid in all 50 states; 2 instructional CD’s; a comprehensive guidebook; and emergency contact cards.

The Protection Portfolio comes with more than 40 forms and Website links that cover practically every important aspect of your financial life — whether you’re married, single, in a domestic partnership, or just living together — from a will and a revocable living trust to home ownership, credit card debt, and replacing your birth certificate. The forms can be easily personalized over and over so your friends and family members can also benefit.

Here is just a few of the forms contained within the Protection Portfolio:

* Will
* Revocable Living Trust
* Financial Power of Attorney
* Cohabitation Agreement
* Durable Power of Attorney for Health Care
* IRA Beneficiary Designation Form
* Request a Credit Report
* Request Removal of Incorrect Information by Creditor
* Birth Certificate Request
* Marriage Certificate Request
* Divorce Decree Request
* Death Certificate Request
* Application for Passport by Mail
* Application for Social Security Card
(New, Replacement, or Name Change)
* Military Records Request
* U.S. Immigration and Naturalization Services Online Catalog of forms
… and many more!

Suze Orman’s Will And Trust Kit: The Ultimate Protection Portfolio

Suze Orman’s Will And Trust Kit: The Ultimate Protection (CD-ROM) Portfolio
by Suze Orman

This is an easy-to-use and fast way for you and other members of your household to create your own advance directive, also known as a living will, durable power of attorney for health care, living revocable trust, and all the other must-have documents you need to protect you and your family. It’s as easy as 1-2-3—simply personalize, print, and protect.

Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. There are more than $2,500 worth of estate documents in this kit. Why pay thousands of dollars when you can get the same documents in this kit!

This kit includes:

• More than 50 state-of-the-art documents
• Free automatic on-line updates • Verbal and written instructions taking you step by step through the four must-have documents
• Password protection securing multiple users’ information
• A tutorial that shows you everything you need to know
• 10 electronic books

PC and Macintosh Compatible . . . and good in all 50 states!

Make Your Own Living Trust

Make Your Own Living Trust
by Denis Clifford

Most of us know that upon our demise, a succession of fees and taxes will eat into our estates — no matter their size — if we don’t plan now to protect them. Unfortunately, many of us still postpone this process because we hesitate to summon the outside legal assistance that’s traditionally been required. The folks at Nolo Press have made it their mission to provide us with the means to complete a relatively uncomplicated official arrangement like this without lawyers.