The Busy Family's Guide to Estate Planning

The Busy Family's Guide to Estate Planning

10 Steps to Peace of Mind

Book - 2007 | 1st ed
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Nolo Press
Protect your family in 10 simple steps!

Baker & Taylor
Young parents can protect their children and each other using this ten-step, one-step-a-month guide to preparing a will, covering such concerns as writing the will, how to buy life insurance and how much, picking an executor, how to select a guardian, whether or not to hire a lawyer, and more. Original.

Book News
In this accessible book/CD-ROM package, Hanks, an estate planning attorney specializing in the concerns of young families, outlines 10 simple steps to take, one per month, to create an estate plan for a family with minor children. She offers plain-language advice on choosing a guardian for children, writing a will and a living trust, understanding life insurance and retirement plans, financial and medical powers of attorney, and keeping the plan safe and up to date. The CD-ROM contains 15 forms, including a simple will, and worksheets for getting organized, making decisions, and tracking progress. The CD-ROM also contains an audio interview of the author answering common questions. Annotation ©2007 Book News, Inc., Portland, OR (

Smart parents know they should have some sort of estate plan in place to protect their kids—just in case. But with a mile-long to-do list it can be hard to find the time to buy groceries, let alone make big decisions about inheritance, insurance, and who should raise your children if you can’t.The Busy Family’s Guide to Estate Planning offers the perfect solution for parents with a lot at stake, and not a lot of time. With an experienced eye to the needs of young families with hectic lives, author, attorney and mom Liza Hanks delivers the straight facts about estate planning—without getting bogged down in legal jargon and extraneous detail. She distills the estate planning process into 10 simple but critical steps: 1. Gather necessary info 6. Name retirement plan beneficiaries 2. Choose a guardian 7. Set up payable on death accounts 3. Pick a money manager 8. Buy life insurance 4. Make a will 9. Create a power of attorney 5. Consider a living trust 10. Keep your plan current “Do one step each month, and in less than a year you’ll have a complete estate plan and the peace of mind that comes with it,” Hanks advises. “Feel good, not guilty!” This straightforward, user-friendly guide comes complete with a CD including a sample will, an author Q&A on MP3, and worksheets designed to help readers inventory property, list beneficiaries and much more.

Publisher: Berkeley, CA : Nolo, 2007
Edition: 1st ed
ISBN: 1413306349 (pbk.)
9781413306347 (pbk.)
Branch Call Number: 332.024016 HAN 2007
Characteristics: 228 p. ; 23 cm + 1 CD-ROM (4 3/4 in.)


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