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The ABA Checklist for Family Heirs is a wonderful tool for anyone needing assistance in organizing information for heirs. The book, which comes complete with a CD of documents that can be modified according to one's needs, includes the following checklists: personal history; family history; insurance; benefits for survivors; banking and savings; investments; real estate; debts; wills and trusts; and final wishes.
A personal workbook that walks both individuals and their families through the process of dealing with matters after death, like applying for survivors' benefits, paying outstanding bills, arranging the funeral, and dealing with the grieving process.
Master both major and minor tasks—by going back to the basics and writing out a simple checklist. It will change your life. The checklist is one of the world’s oldest—and most effective—productivity systems. If anything, says entrepreneur Alexandra Franzen, it is just as valuable now as it was during the days of the Roman Empire, allowing us to tangibly plan our day and set in stone what we want to accomplish. There are countless apps and organizational systems promising to help us straighten out our lives, but often they only add to the madness and leave us feeling drained and overwhelmed. Learn how to: · Choose your highest priorities · Set realistic goals · Celebrate tiny wins · Feel calmer every day By physically writing down our tasks on a single piece of paper, we force ourselves to be realistic and limit how much we can do in a day. Too often, we cram our day with tasks and chores and leave almost no space for self-care or time with loved ones. We end up disappointed in our inability to complete our never-ending to-do list. Checklists help you accomplish what needs to be done—and enjoy things you want to be doing, too. “There are thousands of books on how to become more organized and productive, but very few have the heart, soul, humor, and gentle encouragement of this book.” —Ellen Fondiler, career and business strategist
Help take away some of the stress of your passing for your family with this Final Wishes Organizer. You can record all the important information they will need to know after you are gone. The 8 x 10 inch size has lots of room to write in your information. With 56 pages, you can record what you need without getting overwhelmed. There are pages for you to record the following: Personal Information such as Name, Address, Email, and other Contact Info Family Information about Parents, Children, and Grandchildren Pets Personal and Family Medical History Funeral Arrangements and Special Requests Friends and Family Contact Info Important Documents such as Will, Marriage License, Driver's License, Insurance Policies, Tax Documents, and more Executor Power of Attorney Financial such as Bank Accounts, Credit Cards, Investments, Assets, Debts, Bills, etc. Where to find things like keys, passport, jewelry, passwords Services to cancel Three blank lined pages at the end for notes and final thoughts and wishes Please note this is not a legal document and does not replace any wills or other documentation mentioned in it.
Death or being incapacitated can be a drain on your family, both emotionally and financially. Hence this use of this planner is quite a serious business. A well-informed plan can make a huge difference in what is left for your loved ones. Use this planner to update all the relevant information about your contacts, legal and health issues, financial and business affairs and many more. This practical information contained in this planner can play an extremely important role and can help your near and dear ones to sort out vital information at the time of need and can be a very valuable gift to them. Fill all the relevant information in the planner and keep the same in a secure location. Also please keep updating the information as and when needed and whenever the details keep changing. Sufficient extra pages have been provided for the same This planner covers: · Personal Information · Marital History · Medical Information · Family History · Emergency Information · Details of Legal Documents · Insurance Policies · Employment Details · Financial Information · Real Estate Details · Utility Details · Vehicle Details · Pet Details · Membership and Charities · Funeral Arrangements · Notification in case of Death Size: 8.5 x 11 Inches Pages: 95 This planner is meant to contain all the vital information to avoid confusion and not leave your near and dear scrambling for details when you pass on Press the "Add to Cart" button and get this Planner today
In The Secrets of Happy Families, New York Times bestselling author Bruce Feiler has drawn up a blueprint for modern families — a new approach to family dynamics, inspired by cutting-edge techniques gathered from experts in the disciplines of science, business, sports, and the military. Don't worry about family dinner. Let your kids pick their punishments. Ditch the sex talk. Cancel date night. These are just a few of the surprising innovations in this bold first-of-its-kind playbook for today's families. Bestselling author and New York Times family columnist Bruce Feiler found himself squeezed between caring for aging parents and raising his children. So he set out on a three-year journey to find the smartest solutions and the most cutting-edge research about families. Instead of the usual family "experts," he sought out the most creative minds—from Silicon Valley to the set of Modern Family, from the country's top negotiators to the Green Berets—and asked them what team-building exercises and problem-solving techniques they use with their families. Feiler then tested these ideas with his wife and kids. The result is a fun, original look at how families can draw closer together, complete with 200 never-before-seen best practices. Feiler's life-changing discoveries include a radical plan to reshape your family in twenty minutes a week, Warren Buffett's guide for setting an allowance, and the Harvard handbook for resolving conflict. The Secrets of Happy Families is a timely, counterintuitive book that answers the questions countless parents are asking: How do we manage the chaos of our lives? How do we teach our kids values? How do we make our family happier? Written in a charming, accessible style, The Secrets of Happy Families is smart, funny, and fresh, and will forever change how your family lives every day.
In collaboration with AARPthe baby boomers guide to having open conversations with their adult children about their later years
A workbook for Business Owners, their family and advisors to prepare the company and family for their sudden death or severe disability
Keep your family history alive for future generations! Old photos, genealogical documents, ancestors' stories, and artifacts are vital to understanding your family's past-and they belong to your family's future. This concise step-by-step guide will help you organize and pass your genealogy collection and family history to the next generation. Follow the PASS Process: (1) Prepare by organizing materials, (2) Allocate ownership, (3) Set up a genealogical "will," (4) Share with heirs. Whether you're new to genealogy or have years of experience, you'll find practical ideas and learn how to: sort your genealogy collection into logical categories . . . safely store and label your materials . . . inventory and index for new insights . . . decide what to keep and what to give away . . . write instructions for your collection's future . . . and bring family history alive now. Includes sample forms and links to online resources to help you put a personalized PASS plan into action. Reviewed by genealogy blogger Anna Mathews: "Each chapter in Marian's book is filled with great tips from her many years of experience in taking these steps herself. She shares many resources and stories along the way, showing us by example that organizing isn't taking away precious time from research, it can actually help us in our research, leading to discoveries we might not otherwise make." Reviewed by genealogy blogger Wendy Mathias: "Marian provides a PROCESS for making sure our years of hard work and treasures from our ancestors don't end up in a landfill. I emphasize PROCESS because the book is not a collection of handy-dandy tips and tricks. With what Marian calls 'the PASS system,' the overwhelming job of getting our 'stuff' ready to pass on is made logical and manageable."