Estate Planning Workbook: A Companion to "You Can't Take it with You"

Properly organizing and accurately recording your assets are keys to ensuring financial security for yourself and your beneficiaries. This workbook shows you how to get your affairs in order. It provides practical examples, checklists, easy-to-read forms and helpful tips to ensure that you are organized in your estate planning process: financial and tax planning; will and power of attorney; life insurance; guardianship of your children; trusts and living wills; funeral planning; and more. Clear instructions are provided for the use of all forms.