Suze Orman's Protection Portfolio: The Forms You Need Today to Protect Your TomorrowsSuze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust. |
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Contents
Protect Yourself | 7 |
Your Credit Cards Records | 13 |
Your Most Important Personal Documents | 21 |
Copyright | |
10 other sections not shown
Other editions - View all
Suze Orman's Protection Portfolio: All You Need to Create Your Own Will and ... Suze Orman No preview available - 2002 |
Common terms and phrases
Address advanced directive Affidavit agent assets attorney for health ATTORNEY FOR LEGAL certificate cohabitation agreement community property CONSULT AN ATTORNEY copy cost coverage credit bureau credit report declaration directive and durable distribute divorce Documents Checklist documents listed domestic partner durable power estate exceeds Estate Planning estate taxes executor fees Friend/Family Member Name FULL NAME funds funeral home health-care income Individual Retirement Accounts instrument insurance policy investment joint tenancy keep LEGAL ADVICE Medicare Medigap Member Name Phone ment monthly pension option partner Partnership passport payments Pension Plan percent Portfolio Forms CD-ROM postnuptial agreement power of attorney probate Protection Portfolio Forms real estate receive records Recreational Vehicle request retirement plan revocable living trust Revocable Trust Roth IRA SAMPLE Settlor signature spouse spouse's successor Trustee Suze Orman tax return testator Trust Estate trust if value Trustee's discretion Witness worksheet