Arranging Your Financial and Legal Affairs: A Step-By-Step Guide to Getting Your Affairs in Order [Paperback]

Julie A. Calligaro (Author)

Book Description

Publication Date: April 1, 1998

A comprehensive and systematic guide to arranging financial and legal affairs. It includes perforated checklists and inventories that tear out for easy use.

Editorial Reviews

Review

Arranging Your Financial And Legal Affairs clearly guides the reader through the process of getting their legal and financial affairs in order including organization and recordkeeping, finances, insurance, pensions, and retirement plans, legal affairs and estate planning, credit cards and credit history, taxes and much, much more. Each chapter includes forms and a handy checklist repeated on perforated pages at the back of the book, ideal for easy use. Arranging Your Financial And Legal Affairs is essential planning, especially in anticipation of incapacity or death. -- Internet Bookwatch, December, 1998

Julie Calligaro's Arranging Your Financial And Legal Affairs is a concise, coherent, easy-to-follow guide to getting your affairs in order. It covers organization and recordkeeping, finance, insurance, pensions and retirement plans, legal affairs and estate planning, credit cards and credit history, taxes, and more. Each chapter includes forms and a useful checklist. Also included are forms for inventories of assets, liabilities, income and expenses, insurance policies, retirement plans, wallet contents, family advisors, credit cards and the location of important documents. By following the sound advice and procedures offered, you will locate and organize essential information; decide if you need a Will, Trust or Power of Attorney; prepare an inventory of your assets and debts; make certain assets are titled correctly; and make certain beneficiary designations are up-to-date. Whether you are of modest means or hold substantial and diversified wealth, Arranging Your Financial And legal Affairs will meet the estate dispositional needs of you and your heirs efficiently and effectively. -- Wisconsin Bookwatch, June, 1998

Readers will appreciate the roadmap to organizing their financial and legal affairs. Since I've been widowed recently, I know her advice on the legal matters is right on key. Semi-professional procrastinators will find in this book the jump-start they need. -- Baldwin Ledger, March, 1999

What a wealth of information! I think every woman should have or read this book. I thought I had things in pretty good order but I see I need to do much more. -- P. O'Leary, Westland, MI, May, 1999

From the Back Cover

Protect yourself and your loved ones by putting your financial and legal affairs in order.

By following this step-by-step guide you will:
* Locate and organize essential information.
* Decide if you need a Will, Trust or Power of Attorney.
* Prepare an inventory of assets and debts.
* Make certain that assets are titled correctly.
* Make certain that beneficiary designations are up-to-date.
Includes perforated checklists and inventories that tear out for easy use.

See all Editorial Reviews

Product Details

• Paperback: 117 pages
• Publisher: Women's Source Books (April 1, 1998)
• Language: English
• ISBN-10: 1890117072
• ISBN-13: 978-1890117078
• Product Dimensions: 8.6 x 5.6 x 0.4 inches
• Shipping Weight: 6.4 ounces (View shipping rates and policies)
• Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #197,107 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

9 of 10 people found the following review helpful:

5.0 out of 5 stars Everyone Should Own This Book!, August 2, 2002

By 

A. Moore (IN United States) - See all my reviews

This review is from: Arranging Your Financial and Legal Affairs: A Step-By-Step Guide to Getting Your Affairs in Order (Paperback)

If you are told to "get your affairs in order", it makes you think you are approaching your final days on earth and you better get your legal and financial information together so your loved ones won't have to after your passing. Well, if you are faced with that unfortunate situation, this book would definitely be what you need. The title however, unfairly limits this books ability to appeal to the masses... and the masses should definitely have this book!

This book is for everyone... old or young, healthy or unhealthy, rich or poor. It is written in an easy to follow checklist format and even has the checklists duplicated and perforated in the back of the book for your imediate hands-on use. Each chapter makes you think long and hard about finances, insurance, retirement plans, legal issues and estate planning, credit and credit history, and taxes.

If you are not an organized person, it gives you a great system for compiling and keeping your records accessible and up to date. If you are an organized person, you will LOVE this book, because it is so thorough and systematic that you will be anxious to impliment those ideas you may not have thought of.

For instance, if your purse or wallet was stolen or misplaced, would you be able to instantly list it's typical contents and information associated with it's contents? Imagine having a list containing account numbers and customer service numbers for each credit card, library card, identification card, license, insurance card, etc., you typically carry. What might take months to even realize you no longer have, could now be replaced immediately with this system. This book is loaded with ideas like this... things you just don't think about until you REALLY NEED the information and then it might be too late or much more difficult to obtain.

This book gives you back CONTROL of your life. Applying it's system will make you better prepared for any of life's glitches, big or small. You owe it to yourself and your loved ones to impliment this easy to follow plan!