Editorial Reviews
Book Description
Properly organizing and accurately recording your assets are keys to ensuring financial security for yourself and your beneficiaries. This indispensable new guide shows you step by step how to get your affairs in order. Covering everything from bank accounts and real estate to insurance and retirement funds, The Beneficiary Workbook helps you arrange critical legal, financial, personal, and estate information into a system tailored to suit your individual goals.
Far more than just an organizer, The Beneficiary Workbook provides essential details on correcting and improving documented data, as well as invaluable advice on maintaining your records to safeguard against legal claims, maximize investment returns, assure adequate protection in case of disability, and be prepared for any circumstance —both expected and unexpected. A fully loaded resource, it contains all the organizational tools you'll need: practical guidelines, useful checklists, and easy-to-read charts, along with an IBM-compatible disk that includes all sample forms that you can easily customize for your personal use.
The publisher, John Wiley & Sons
The best way to ensure that your financial security is safeguarded and your beneficiaries are protected is to properly organize and record your assets. This comprehensive resource spells out how in plain English. It deals with everything from bank accounts and real estate to insurance and retirements funds and is packed with important tips on improving and correcting recorded data.
The Beneficiary Workbook
The Beneficiary Workbook,Martin M. Shenkman,Wiley,0471172111,Business & Economics,Business / Economics / Finance,Business/Economics,Consumer Finance,Estate planning,Family records,Finance, Personal,Forms,General,Management,Personal Finance,Personal Finance - General,Real Estate - General,Real Estate Administration,Business & Economics / Personal Finance / Money Management
Book Contents:
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