Arranging Your Financial and Legal Affairs: A Step-By-Step Guide to Getting Your Affairs in Order
Arranging Your Financial And Legal Affairs clearly guides the reader through the process of getting their legal and financial affairs in order including organization and recordkeeping, finances, insurance, pensions, and retirement plans, legal affairs and estate planning, credit cards and credit history, taxes and much, much more. Each chapter includes forms and a handy checklist repeated on perforated pages at the back of the book, ideal for easy use. Arranging Your Financial And Legal Affairs is essential planning, especially in anticipation of incapacity or death.  --Internet Bookwatch, December, 1998Julie Calligaro's Arranging Your Financial And Legal Affairs is a concise, coherent, easy-to-follow guide to getting your affairs in order. It covers organization and recordkeeping, finance, insurance, pensions and retirement plans, legal affairs and estate planning, credit cards and credit history, taxes, and more. Each chapter includes forms and a useful checklist. Also included are forms for inventories of assets, liabilities, income and expenses, insurance policies, retirement plans, wallet contents, family advisors, credit cards and the location of important documents. By following the sound advice and procedures offered, you will locate and organize essential information; decide if you need a Will, Trust or Power of Attorney; prepare an inventory of your assets and debts; make certain assets are titled correctly; and make certain beneficiary designations are up-to-date. Whether you are of modest means or hold substantial and diversified wealth, Arranging Your Financial And legal Affairs will meet the estate dispositional needs of you and your heirs efficiently and effectively.  --Wisconsin Bookwatch, June, 1998Readers will appreciate the roadmap to organizing their financial and legal affairs. Since I've been widowed recently, I know her advice on the legal matters is right on key. Semi-professional procrastinators will find in this book the jump-start they need.  --Baldwin Ledger, March, 1999What a wealth of information! I think every woman should have or read this book. I thought I had things in pretty good order but I see I need to do much more.  --P. O'Leary, Westland, MI, May, 1999