Protect Your Family With This Easy-to-Use Planner and Organizer
"Did Dad have a will?" "What's Mom's bank account number?" When a parent or spouse becomes incapacitated or dies, there are hard decisions to make. But the vital information survivors need to settle the estate or arrange for their loved one's care is often scattered in drawers, jotted on notes, or locked in the memory bank of an impaired or deceased loved one.
Disorganization can endanger your estate and everything you've worked so hard for. A will or trust is no use if your family can't find it. Survivors may not know how to access your bank accounts, apply for benefits, or plan your funeral. An accident, serious illness, or dementia can leave your family scrambling to make critical financial, legal, and healthcare decisions on your behalf. Without the information they need, your loved ones may make costly mistakes that affect the rest of their lives. Don't let this happen to your family!
Packed with helpful forms and checklists, this all-in-one planner and organizer makes it easy to gather everything your family needs to know about your finances, insurance, property, healthcare, and last wishes.
Use it to:
Help elders handle their affairs and live independently in their homes longer.
Ensure family members inherit your treasured possessions.
Ease stress for your family during a difficult time.
Protect loved ones from predators seeking a piece of your estate pie.
Share your end-of-life wishes and ensure your last years are spent as you want.
Understand retirement account transfer and withdrawal rules to avoid taxes and penalties.
Discover the most useful tax strategies for buying or selling a family home.