Get it together : organize your records so your family won't have to

Get it together Organize your records so your family won't have to

Book - 2005

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346.052/Nolo
2022: 0 / 1 copies available
2024: 0 / 1 copies available
Location Call Number   Status
2nd Floor 346.052/Nolo 2024 Due Dec 31, 2024
2nd Floor 346.052/Nolo 2022 Withdrawn
Subjects
Estate planning.
Records.
Filing systems.
Published
Berkeley, CA : Nolo [2005-]
Language
English
Item Description
Volumes for 2014- include downloadable forms. Previous editions contained CD-ROMs.
Physical Description
volumes ; 28 cm
Bibliography
Includes index.
ISBN
9781413332025
  • Your Get It Together Companion
  • Completing Your Personal Planner
  • Who Needs a Planner?
  • How It Works
  • Seven Steps to Preparing Your Planner
  • Part I. The Planner
  • Cover Page
  • Table of Contents
  • 1. Instructions
  • 2. Letter to Loved Ones
  • 3. Biographical information
  • 4. Children
  • 5. Others Who Depend on Me
  • 6. Pets and Livestock
  • 7. Employment
  • 8. Business Interests
  • 9. Memberships and Communities
  • 10. Service Providers
  • 11. Health Care Directives
  • 12. Durable Power of Attorney for Finances
  • 13. Organ or Body Donation
  • 14. Burial or Cremation
  • 15. Funeral and Memorial Services
  • 16. Obituary
  • 17. Will and Trust
  • 18. Insurance
  • 19. Bank and Brokerage Accounts
  • 20. Retirement Plans and Pensions
  • 21. Government Benefits
  • 22. Payments and Debts
  • 23. Secured Places and Passwords
  • 24. Taxes
  • 25. Real Estate
  • 26. Vehicles
  • 27. Other Income and Personal Property
  • 28. Other Information
  • Part II. The Guide
  • 1. Instructions
  • Completing Your Planner
  • 2. Letter to Loved Ones
  • Completing Your Letter
  • Alternatives to the Letter Template
  • Where to Get Help
  • 3. Biographical Information
  • Completing Your Planner
  • Locating Vital Records
  • Locating Military, Citizenship, and Social Security Records
  • 4. Children
  • Completing Your Planner
  • Arranging Care for Children
  • Where to Get Help
  • 5. Others Who Depend on Me
  • Completing Your Planner
  • Whose Care to Include
  • 6. Pets and Livestock
  • Completing Your Planner
  • Arranging Care for Pets
  • Where to Get Help
  • 7. Employment
  • Completing Your Planner
  • Why Include Employment Information
  • 8. Business Interests
  • Completing Your Planner
  • Estate Planning for Small Business Owners
  • Where to Get Help
  • 9. Memberships and Communities
  • Completing Your Planner
  • Types of Memberships and Communities
  • Managing Memberships
  • Where to Get Help
  • 10. Service Providers
  • Completing Your Planner
  • Which Service Providers to Include
  • 11. Health Care Directives
  • Completing Your Planner
  • How Health Care Directives Work
  • Where to Get Help
  • 12. Durable Power of Attorney for Finances
  • Completing Your Planner
  • How Durable Powers of Attorney for Finances Work
  • Where to Get Help
  • 13. Organ or Body Donation
  • Completing Your Planner
  • Do You Want to Be a Donor?
  • Where to Get Help
  • 14. Burial or Cremation
  • Completing Your Planner
  • Burial or Cremation?
  • Related Decisions
  • Where to Get Help
  • 15. Funeral and Memorial Services
  • Completing Your Planner
  • Types of Memorial Services
  • Where to Get Help
  • 16. Obituary
  • Completing Your Planner
  • Writing and Publishing an Obituary
  • Where to Get Help
  • 17. Will and Trust
  • Completing Your Planner
  • Do You Need a Will or a Trust?
  • Other Estate Planning Tools
  • Whereto Get Help
  • 18. Insurance
  • Completing Your Planner
  • What Kind of Insurance Do You Need?
  • Where to Get Help
  • 19. Bank and Brokerage Accounts
  • Completing Your Planner
  • Making Your Accounts Accessible
  • Avoiding Probate for Bank and Brokerage Accounts
  • Where to Get Help
  • 20. Retirement Plans and Pensions
  • Completing Your Planner
  • About Retirement Plans
  • Where to Get Help
  • 21. Government Benefits
  • Completing Your Planner
  • About Social Security
  • Where to Get Help
  • 22. Payments and Debts
  • Completing Your Planner
  • Evaluating and Reducing Debt
  • Where to Get Help
  • 23. Secured Places and Passwords
  • Completing Your Planner
  • Using a Password Manager
  • Who Has Access to Your Safe Deposit Box?
  • 24. Taxes
  • Completing Your Planner
  • Tax Basics
  • Estate and Inheritance Taxes
  • Whereto Get Help
  • 25. Real Estate
  • Completing Your Planner
  • Ways to Own Property
  • Special Rules for Married Couples
  • Where to Get Help
  • 26. Vehicles
  • Completing Your Planner
  • Leaving Your Vehicles to Others
  • Where to Get Help
  • 27. Other Income and Personal Property
  • Completing Your Planner
  • What to include
  • 28. Other Information
  • Appendixes
  • A. Using the eForms
  • Downloading the Files
  • Reviewing the Files
  • Using the Files
  • B. Lawyers and Other Experts
  • What Kind of Expert Do You Need?
  • Finding an Expert
  • Working With an Expert
  • Making a Fee Agreement

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