The Beneficiary Workbook
Published on 9. March 1998
Book
Paperback/Softback
296 pages
978-0-471-17211-6 (ISBN)
Description
The best way to ensure that your financial security is safeguarded and your beneficiaries are protected is to properly organize and record your assets. This comprehensive resource spells out how in plain English. It deals with everything from bank accounts and real estate to insurance and retirements funds and is packed with important tips on improving and correcting recorded data.
More details
Language
English
Place of publication
New York
United States
Publishing group
John Wiley and Sons Ltd
Dimensions
Height: 278 mm
Width: 217 mm
Thickness: 22 mm
Weight
782 gr
ISBN-13
978-0-471-17211-6 (9780471172116)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Person
MARTIN SHENKMAN, CPA, MBA, JD, is an attorney specializing in estate planning and personal finance. He is the author of several books, including How to Buy a House With No (or Little) Money Down, Real Estate After Tax Reform, and The Complete Book of Trusts, all published by Wiley.
Content
Introduction to Your Beneficiary Handbook.; Emergency Information: First Things First.; Basic Background Information.; Medical and Health Information.; Banking and Financial Information.; Credit Cards and Liabilities.; Securities and Other Investments.; Insurance Information.; Estate Planning Documents.; Tax Information.; Business Interests.; Personal Property (Furniture, Cars, Jewelry, and Other Belongings).; Real Estate Record Keeping.; Retirement Asset Information.; Other Investments and Miscellaneous Assets.; Probate and Estate Administration.; Budgeting.; Glossary.; Index.; About the Disk.