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Financial PLanning
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Estate Planning
Financial PLanning
<p><font size="1">Don&rsquo;t know the difference between a living will and a trust? Ask others how you can make sure your estate is secure after you're gone, with advice and tips on how to write a will and more.</font></p>
A recent health concern woke me up to estate planning. I am looking for a site, or place to help me organize our documents, financials, insurance policies and other things for my spouse.&nbsp; Would l
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Cat:827966ee-6d39-4ef7-98a5-0157a43092f8Forum:d1b3584a-513f-457d-a932-697b385c7ff9
Cat:827966ee-6d39-4ef7-98a5-0157a43092f8Forum:d1b3584a-513f-457d-a932-697b385c7ff9Discussion:9384f3e2-da4f-4a74-958a-c7ddddf91060

Forums » Money » Estate Planning » Financial PLanning

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Forums  »  Money  »  Estate Planning  »  Financial PLanning

Financial PLanning

posted at November 25, 2012 11:03 AM EST
Posts: 1
First: November 25, 2012
Last: November 25, 2012
A recent health concern woke me up to estate planning. I am looking for a site, or place to help me organize our documents, financials, insurance policies and other things for my spouse.  Would like to get everything in one place so she could find the "important papers" if something happened.  Any ideas of something out there?

Re: Financial PLanning

posted at November 25, 2012 9:34 PM EST
Posts: 5012
First: July 24, 2008
Last: May 11, 2013


http://www.estateplanning.com/

Copy and paste into your browser

Re: Financial PLanning

posted at December 17, 2012 2:23 PM EST
Posts: 10
First: November 27, 2012
Last: March 11, 2013

This site has good infomation on estate planning documents and getting everything together.

Some things to think about from come from a NOLO book called Getting It Togetherare listed here

 

  • Letter to Loved Ones
  • Instructions for Loved Ones
  • Biographical Information
  • Children
  • Others Who Depend on Me
  • Pets and Livestock
  • Employment
  • Business Interests
  • Memberships
  • Service Providers
  • Health Care Directives
  • Durable Power of Attorney for Finances
  • Organ or Body Donation
  • Burial or Cremation
  • Funeral and Memorial Services
  • Obituary
  • Will and Trust
  • Insurance
  • Bank and Brokerage Accounts
  • Retirement Plans and Pensions
  • Government Benefits
  • Credit Cards and Debts
  • Secured Places and Passwords
  • Taxes
  • Real Estate
  • Vehicles
  • Other Income and Personal Property
  • Other Information

Evan Guthrie Law Firm 164 Market Street Suite 362 Charleston SC 29401 843-926-3813

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Forums » Money » Estate Planning » Financial PLanning