- Paperback: 295 pages
- Publisher: Wiley; 1 edition (March 9, 1998)
- Language: English
- ISBN-10: 0471172111
- ISBN-13: 978-0471172116
- Product Dimensions: 8.5 x 0.9 x 11 inches
- Shipping Weight: 1.7 pounds (View shipping rates and policies)
- Average Customer Review: 1 customer review
- Amazon Best Sellers Rank: #3,405,701 in Books (See Top 100 in Books)
Enter your mobile number or email address below and we'll send you a link to download the free Kindle App. Then you can start reading Kindle books on your smartphone, tablet, or computer - no Kindle device required.
To get the free app, enter your mobile phone number.
The Beneficiary Workbook Paperback – March 9, 1998
The Amazon Book Review
Author interviews, book reviews, editors picks, and more. Read it now
Customers who viewed this item also viewed
What other items do customers buy after viewing this item?
From the Publisher
The best way to ensure that your financial security is safeguarded and your beneficiaries are protected is to properly organize and record your assets. This comprehensive resource spells out how in plain English. It deals with everything from bank accounts and real estate to insurance and retirements funds and is packed with important tips on improving and correcting recorded data.
From the Back Cover
Properly organizing and accurately recording your assets are keys to ensuring financial security for yourself and your beneficiaries. This indispensable new guide shows you step by step how to get your affairs in order. Covering everything from bank accounts and real estate to insurance and retirement funds, The Beneficiary Workbook helps you arrange critical legal, financial, personal, and estate information into a system tailored to suit your individual goals.
Far more than just an organizer, The Beneficiary Workbook provides essential details on correcting and improving documented data, as well as invaluable advice on maintaining your records to safeguard against legal claims, maximize investment returns, assure adequate protection in case of disability, and be prepared for any circumstance —both expected and unexpected. A fully loaded resource, it contains all the organizational tools you'll need: practical guidelines, useful checklists, and easy-to-read charts, along with an IBM-compatible disk that includes all sample forms that you can easily customize for your personal use.