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| Item# | 01028a |
| Price | $34.95 |
| ISBN# | 0-880398-19-2 |
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Complete Estate Planning Kit
A Last Will & Testament, a Revocable Living Trust
Agreement, and a Living Will are three of the most important documents
most adult Americans should have and understand. This kit includes all the
fill-in-the-blank forms to prepare these documents along with complete,
easy to understand instructions. When finished, you'll have peace of mind
knowing you've protected your family completely.
THIS KIT CONTAINS ALL THE FILL-IN-THE-BLANK DOCUMENTS,
ALONG WITH COMPLETE INSTRUCTIONS TO PREPARE THE FOLLOWING LEGAL
MATTERS:
Revocable Living Trust Agreement
You place your
assets into the Living Trust Agreement while you're still alive. When you
pass away, your assets automatically transfer to your heirs without going
through the time consuming and expensive probate court system. You can add
to the living trust or revoke it entirely at any time if you
wish.
Last Will And Testament
Legal experts agree -
a will should be prepared in addition to the Living Trust Agreement. The
reason is simple - if you add to your assets (for example, if you open a
new mutual fund) and you neglect to add it to your Living Trust, it will
"pour over" into the will. It will not be protected from the probate
court, but it will still be covered. A will also sets up guardianship for
minor children. Without a will, the probate court decides what will happen
with the new mutual fund mentioned and also the guardianship of minor
children.
Living Will
Decisions can be made now
regarding your medical and financial situation should you become
incapacitated later. Includes Living Will forms and Durable Power of
Attorney forms for both health care and financial care. Prevents being
kept alive for months - even years - artificially against your wishes. By
limiting treatment, a living will sets limits on hospital bills which can
wipe out your assets so that there is little left in your estate for your
heirs.
Do I Need All Three Of These Documents?
All three work together to satisfy your various legal
needs. The Living Trust Agreement allows your assets to transfer directly
to your heirs without the time and expense of probate court. The Last Will
& Testament covers property not in the Living Trust - without a will
the court decides the outcome of those assets. You can also designate who
will be the guardian of any minor children with the will. The Living Will
allows you to "die with dignity" and protects your estate from being
depleted by hospital costs. Also included as an added BONUS in this kit is
a booklet entitled ESTATE PLANNER - Things My Family Should Know. You can
list all your financial and insurance information in one easy-to-use book.
It's a $7.95 retail value - FREE with this kit!
Complete forms and instructions with optional 3.5 inch software disk.
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