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

June 5, 2005

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

May 14, 2005

suze_orman_Protection_portfolio_will_trust_kit.jpgSuze 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

May 14, 2005

suze_orman_wil_trust_kit.jpgSuze 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!


Nolo’s Simple Will Book

May 9, 2005

nolo_simple_will_book.gif - 6651 BytesNolo’s Simple Will Book
by Denis Clifford

Everyone needs a will sooner rather than later — and Nolo’s Simple Will Book is the all-in-one tool you need.

Nolo’s Simple Will Book lets you choose from seven different will forms, or to build a custom will to suit special situations. It also provides a detailed discussion of estate planning for those who may want more than a will.

Denis Clifford, a graduate of Columbia Law School, where he was an editor of The Law Review, is a lawyer who specializes in estate planning. He is the author of many Nolo titles including Quick and Legal Will Book, Nolo’s Simple Will Book and Make Your Own Living Trust and co-author of Plan Your Estate and A Legal Guide for Lesbian and Gay Couples. He has been interviewed by such major media as The New York Times, Los Angeles Times, and Money Magazine.

For over 15 years, this bestseller had made it easy to:

* write a legally valid will
* leave property to family and friends
* name a personal guardian for minor children
* set up trusts for young adults
* update your will


Quicken Willmaker Plus 2005 With Free eBook

May 1, 2005

willmaker_plus.jpg - 5922 BytesQuicken Willmaker Plus 2005 With Free eBook

In addition to saving you hundreds, or even thousands, of dollars by allowing you to create your own legal will, living trust, financial powers of attorney, health care directive (living will), and documents for your executor, WillMaker 2005 also provides you with invaluable estate-planning documents such as promissory notes, notices to terminate credit cards, pet-care agreements, and dozens of others. Nolo has thought of every possible need you’ll encounter as you begin your planning process, making it as easy as possible for you to plan your will. Take the time and save your family from the burden of having to resolve your various financial and legal issues.

For each document, WillMaker Plus takes you through a step-by-step interview, and your documents will automatically reflect the laws of your state. Once you’ve completed your forms, you can print them directly, or export them to an RTF file which can be opened in any word processor. In addition to the online legal support that’s available, Nolo also offers any expert technical help you might need.