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| Your Estate Planning Companion | |
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| Picking Guardians: You CAN Do It! | |
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| Get It Done | |
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| How Guardianships Work | |
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| What Guardians Are (and Are Not) Responsible For | |
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| Picking the Right Guardian | |
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| After You've Chosen a Guardian: Talking It Over | |
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| Giving Guardians Some Written Guidance | |
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| Getting Organized, or Trying To | |
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| Cash | |
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| College Savings Plans and Custodial Accounts for Children | |
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| Safe Deposit Box | |
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| Real Estate | |
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| Investments, Retirement and Otherwise | |
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| Life Insurance | |
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| Pensions | |
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| Annuities | |
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| Government Benefits | |
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| Automobiles and Personal Property | |
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| Moving On | |
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| Leave Money to Your Kids? Are You Nuts? | |
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| Custodial Accounts | |
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| Trusts | |
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| Your Backup Plan: Appoint a Property Guardian | |
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| Yes, You Need a Will | |
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| Why a Simple Will Is Just Fine | |
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| Making a Will: A DIY Project or Not? | |
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| What Wills Don't Do | |
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| What Happens If You Don't Make a Will? | |
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| Taking Care of Business: Picking an Executor | |
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| The Will Worksheet | |
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| Simple Will Worksheet | |
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| Creating a Living Trust (Maybe) | |
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| Probate: A Judge Makes Sure the Right Things Happen | |
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| What Is a Living Trust? | |
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| Do You Need a Living Trust? | |
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| Creating a Living Trust | |
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| Casting the Play: Selecting Trustees and Beneficiaries | |
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| Transferring Assets Into the Trust | |
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| Do You Still Need a Will? | |
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| Those Retirement Accounts: Naming the Right Beneficiaries | |
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| Alphabet Soup: Plans Explained | |
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| What Beneficiaries Have You Already Named? | |
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| Retirement 101: The Basic Rules of Choosing Beneficiaries | |
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| Naming Your Beneficiaries | |
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| A Little Housekeeping: Clean Up Your Retirement Plans | |
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| Filling Out the Forms | |
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| Life Insurance: Not Just for Other People | |
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| Do You Need Life Insurance? | |
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| What Is Life lnsurance? | |
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| Life Insurance Primer | |
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| How Much Is Enough? | |
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| How Much Life Insurance Costs | |
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| Naming Beneficiaries | |
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| Payable-on-Death Accounts (Weird Name, Handy Tool) | |
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| When POO and TOD Accounts Are a Good Idea-And When They're Not | |
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| How POD and TOD Accounts Work | |
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| How to Set Up a POD or TOD Account | |
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| Powers of Attorney: You Really Need These | |
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| Health Care Directives | |
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| Durable Powers of Attorney for Finances | |
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| Life Changes-So Will Your Plan | |
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| What You've Accomplished | |
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| Storing Your Estate Plan | |
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| Whom to Give Copies To | |
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| Keeping Your Plan Current | |
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| When to Update Your Plan | |
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| How to Make Changes to Your Estate Plan | |
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| Appendix: Estate Planning Worlfsheets | |
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| Will Worksheet | |
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| The Ideal Guardian | |
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| Potential Guardians | |
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| Guardians for My Children | |
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| Family Inventory | |
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| Inheritance Planner | |
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| My Children's Money Manager | |
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| How Much Could Your Kids Inherit? | |
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| Property Guardians for My Children | |
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| My Executors | |
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| Family Retirement Assets: Current Beneficiaries | |
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| My Health Care Agent | |
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| My Agent for Financial Management | |
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| Index | |