Checklist for my family A guide to my history, financial plans, and final wishes
Book - 2022
"This tile helps plan and dictate ones last wishes"--
Saved in:
- Subjects
- Genres
- Handbooks and manuals
- Published
-
Chicago, Illinois :
American Bar Association
[2022]
- Language
- English
- Main Author
- Edition
- Second edition
- Item Description
- At head of title: AARP.
- Physical Description
- xii, 270 pages : forms ; 26 cm
- Bibliography
- Includes bibliographical references.
- ISBN
- 9781639050154
- Introduction: A Gift to Yourself and Your Family
- Chapter 1. My Personal History
- My To-Do Checklist
- Personal History Action Checklists
- Basic Personal Information
- Biography
- Contacts
- Health and Medication Record
- Awards and Accomplishments
- Education
- Employment
- Memberships
- Pets
- Religion, Politics, and Hobbies
- Residences
- Where to Find It
- Personal History: Other Highlights
- Chapter 2. My Family History
- My To-Do Checklist
- Family History Action Checklists
- Children and Grandchildren
- Parents
- Siblings
- Grandparents
- Aunts, Uncles, and Cousins
- Family Medical History
- Family History: Other Highlights
- Chapter 3. My Insurance
- My To-Do Checklist
- Insurance Action Checklists
- Annuity
- Health Insurance: Group, Private, Medicare, and Long-Term Care
- Homeowners and Renters Insurance
- Life Insurance
- Umbrella Insurance
- Vehicle Insurance
- Insurance: Other Highlights
- Chapter 4. My Banking and Savings
- My To-Do Checklist
- Banking and Savings Action Checklists
- Certificates of Deposit
- Checking and Savings Accounts
- Credit Unions
- Safe Deposit Boxes
- Savings Bonds
- Banking and Savings: Other Highlights
- Chapter 5. My Investments
- My To-Do Checklist
- Investments Action Checklists
- Education Savings (529) Plans
- Investment Accounts
- Treasury Bills and Bonds
- Investments: Other Highlights
- Chapter 6. My Retirement Benefits
- My To-Do Checklist
- Retirement Benefits Action Checklists
- Pensions
- Retirement Plans
- Social Security Benefits
- Retirement Benefits: Other Highlights
- Chapter 7. My Veterans Benefits
- My To-Do Checklist
- Veterans Benefits Action Checklists
- Veterans Benefits for Me and My Caregivers
- Veterans Benefits upon My Death
- Veterans Benefits: Other Highlights
- Chapter 8. My Real Estate
- My To-Do Checklist
- Real Estate Action Checklists
- Business Property
- Condominium
- Investment Property
- Primary Residence
- Rental Residence
- Secondary Residence
- Timeshare
- Trust
- Real Estate: Other Highlights
- Chapter 9. My Other Assets and Debts
- My To-Do Checklist
- Other Assets and Debts Action Checklists
- Business Interests
- Copyrights, Patents, and Royalties
- Credit/Debit Cards
- Digital Assets
- Lawsuits and Judgments
- Loyalty Programs
- Outstanding Loans
- Personal Debts
- Reverse Mortgage
- Special Possessions
- Storage Units
- Vehicles
- Assets and Debts: Other Highlights
- Chapter 10. My Will, Trust, and Power of Attorney for Finances
- My To-Do Checklist
- Will, Trust, and Power of Attorney for Finances Action Checklists
- Letters of Instruction
- Living Trust
- Power of Attorney for Finances
- Will and Codicil
- Will, Trust, and Power of Attorney for Finances: Other Highlights
- Chapter 11. My Medical and Final Wishes
- My To-Do Checklist
- Medical and Final Wishes Action Checklists
- Burial
- Celebration of Life
- Charities
- Cremation
- Donation of Organs and Tissues
- Entombment
- Ethical Will/Legacy Documents
- Final Wishes
- Funeral
- Health Care Directives
- Letters to Friends and Relatives
- Memorial Service
- Obituary
- People to Contact
- Pet Care
- Whole Body Donation
- Medical and Final Wishes: Other Highlights
- Resources
- About the Author