Detailed Description

Create Your Own Financial Plan - Vol III - Complete Guide to Planning Your Estate So it's Distributed the Way You Want

Too many of us don't properly plan our estates before we pass on. Planning your estate can give you a lot of peace of mind as you grow older and is an important part of having a well-rounded financial plan. In 'Create Your Own Financial Plan - Vol III - Complete Guide to Planning Your Estate So it's Distributed the Way You Want' you will learn what you need to know to create a workable estate plan.

Included in this book are:

Characteristics of a Living Trust and Will
You Need an Inventory of Your Assets So You Can Plan Your Estate Properly
Will you Have to File an Estate Tax Return?
Business Succession Planning
Business Succession Planning Worksheet
Elder Care Planning
Elder Care Plan and Worksheet
Gifting (Charities and Beneficiaries)
Generation Skipping Tax
Life Insurance for Estate Planning
Selecting an Executor or Agent to Close Your Estate
Funeral and Burial Costs
Do I Need an Attorney to Prepare Both a Living Trust and Will?
Instructions to Your Family at Death
Example of Living Trust Form
Living Trust WorkSheet
Last Will and Testament Worksheet

Plus much more...

This book is packed full of useful information you can starting using today. Creating an effective estate plan can be a daunting task. How important is it to you that your assets are distributed the way you want? I am sure the answer is, very important.

You owe to yourself and your peace of mind to put your estate in order. With 'Create Your Own Financial Plan - Vol III - Complete Guide to Planning Your Estate So it's Distributed the Way You Want' you will cover all the bases.