Overview

"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."

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9781736161203

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Reviews

My mother-in-law did not collect her deceased husband's pension for ten years because she was not aware of her entitlement. I wish our family had known facts in this book. This misfortune could have easily been prevented. -Linda Hager, Custom Muralist For a recent or about-to-be home buyer or seller, The No-Worries Estate Planner provides you information right at your fingertips. No guesswork. Peace of mind. -Tom Lebron, Branch Manager & Licensed Mortgage Originator, Alterra Home Loans, and Board Member for the National Association of Hispanic Real Estate Professionals I appreciate a guide and planner like this one to simplify having valuable information readily available. This planner enables easy communication with my parents to equip me with necessary information to ensure both our households are running smoothly. The Bollingers made us aware that we needed to take action. -Judy Lebron, Simi Valley, CA The Bollingers did a great job compiling essentials needed to have your estate properly in order. Medical definitions are to the point and easy to understand. Anyone who purchases the book will greatly benefit from the rich resources provided. -Marisol Smith, Home Health Nurse This is a wonderful workbook for anyone interested in estate planning and what one needs to know and do prior to passing on. The book is filled with worksheets, which are explained in detail, and how to safeguard the information so relatives can easily find everything and carry out one's final wishes. The book is filled with insights from the authors' past, which provides authenticity to the information provided. The book is well-written and easy to read. The work is especially important to veterans and their families. Many veterans' families have little or no knowledge of how to obtain veterans benefits or services. This book lays it all out in an easy-to-follow format. I highly recommend this book to all individuals who are thinking about estate planning, as a must-have. It will save you time and money to have the information ready when contacting an estate planner and beginning the process. -Edwin C. Tingstrom, Author, Lecturer, Historian, Vietnam Veteran

My mother-in-law did not collect her deceased husband's pension for ten years because she was not aware of her entitlement. I wish our family had known facts in this book. This misfortune could have easily been prevented. -Linda Hager, Custom Muralist For a recent or about-to-be home buyer or seller, The No-Worries Estate Planner provides you information right at your fingertips. No guesswork. Peace of mind. -Tom Lebron, Branch Manager & Licensed Mortgage Originator, Alterra Home Loans, and Board Member for the National Association of Hispanic Real Estate Professionals I appreciate a guide and planner like this one to simplify having valuable information readily available. This planner enables easy communication with my parents to equip me with necessary information to ensure both our households are running smoothly. The Bollingers made us aware that we needed to take action. -Judy Lebron, Simi Valley, CA The Bollingers did a great job compiling essentials needed to have your estate properly in order. Medical definitions are to the point and easy to understand. Anyone who purchases the book will greatly benefit from the rich resources provided. -Marisol Smith, Home Health Nurse This is a wonderful workbook for anyone interested in estate planning and what one needs to know and do prior to passing on. The book is filled with worksheets, which are explained in detail, and how to safeguard the information so relatives can easily find everything and carry out one's final wishes. The book is filled with insights from the authors' past, which provides authenticity to the information provided. The book is well-written and easy to read. The work is especially important to veterans and their families. Many veterans' families have little or no knowledge of how to obtain veterans benefits or services. This book lays it all out in an easy-to-follow format. I highly recommend this book to all individuals who are thinking about estate planning, as a must-have. It will save you time and money to have the information ready when contacting an estate planner and beginning the process. -Edwin C. Tingstrom, Author, Lecturer, Historian, Vietnam Veteran

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