Download or read book Simplify Your Estate Basic Documents Simplified written by Keith Maderer and published by Createspace Independent Publishing Platform. This book was released on 2012-09-19 with total page 86 pages. Available in PDF, EPUB and Kindle. Book excerpt: Common Sense Estate Planning Solutions For Baby Boomers, Their Parents... And Their Children. Save Time, Money, Arguments And Headaches In The Process. The problem with estate planning for most people, is that it is too complicated. The purpose of this book is to simplify the process and offer common sense strategies that will help you to save time, money and reduce the stress involved in planning your estate. Every year, hundreds of thousands of individuals die without proper estate plans in place. My objective is to make the process so simple, so structured and so easy to accomplish that anyone can do it, and do it well ... in a matter of days. Whether your estate is small or very large, whether you are already there or plan to be in the future, preparing some basic estate plan documents will help your family handle any issues that might arise.

Download or read book Make Your Own Simple Will written by Mark Warda and published by SphinxLegal. This book was released on 2005 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make Your Own Simple Will is designed to help the reader quickly and easily make his or her own will without the expense or delay of hiring a lawyer.

Download or read book Simplify Your Financial Life written by Dawn G. Starks and published by Greenleaf Book Group. This book was released on 2020-03-31 with total page 261 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who says your financial life has to be hard? It can be simple—just make a date with your money, and you’ll be on your way! It turns out that many of us have spent years being fed inaccurate information about how money works and about our abilities to manage it. Author Dawn Starks, a CERTIFIED FINANCIAL PLANNERTM practitioner and financial advisor, is here to change those beliefs and prove that managing our money is not as difficult as we’ve been led to believe. When she established her financial planning firm in 1999, her goal was to streamline the financial planning process for her clients. Now she has compiled her best tips to help you. Are you eager to shed the notion that managing money is hard? Would you like to put your financial life on a better track? Then this book is for you. Simplify Your Financial Life contains 104 lively, accessible tips that illustrate how we can change our mindsets, lay good foundations, get organized, and create easy-to-implement systems so that we can stop worrying and spend more time doing the things in life we love. Tips on budgeting, spending, getting out of debt, saving, and investing fill out this friendly volume for people at any stage of life. In addition to her commitment to simplifying financial planning, Dawn has embraced the personal benefits of minimalism and simple living. In 2018, she launched her online business, SimpleMoney, where she writes and teaches about personal finance while sharing the benefits that simple living and minimalism can bring.

Download or read book The 5 Simple Truths of Raising Kids written by R. Bradley Snyder and published by Demos Medical Publishing. This book was released on 2012-10-09 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: The 5 Simple Truths of Raising Kidsdraws upon the entirety of Brad’s research and professional experience. In his career he has surveyed over 100,000 children and adolescents, personally interviewing close to 4,000 in group and one-on-one sessions, and run direct service programs in major cities nationwide. He breaks down barriers between the generations and present tweens and teens as they really are. Brad distills the best information on child development, media use, delinquency and morality into five simple truths that will help parents better understand and appreciate the young people in their lives while providing strategies for addressing everyday concerns in positive and productive ways. Brad doesn’t place the danger with kids, rather he thinks the danger lies with the sensationalized media about tweens and teens.The 5 Truths of Raising Kidsis based on solid research, but Brad’s writing is easy to digest and punctuated with anecdotes from his own experience counseling kids, working within juvenile prisons, and developing television programs and video games. Some of it is funny, most of it is practical, but all of it is important to anyone who cares about kids.

Download or read book Easy Money written by Liz Weston and published by FT Press. This book was released on 2007-11-09 with total page 218 pages. Available in PDF, EPUB and Kindle. Book excerpt: Pulliam Weston (Your Credit Score), columnist for MSN Money and author of the nationally syndicated column "Money Talk," provides a practical, easy-to-understand guide to taking control of personal finances and establishing financial security. Like most financial advice books, this collection covers the basics, such as creating a financial toolkit, investing, planning for retirement and saving for college. While Pulliam Weston provides insights into these areas-especially for those without a financial background-she also charts new territory with her "60 Percent Solution" and "50/30/20 Plan," both aimed at spending control, as well as getting the most out of your credit cards and what to do if you've overspent on a car purchase. An advocate of online banking, Pulliam Weston maps out the right way to pay bills and advocates account aggregation and consolidation. She also provides a useful resource guide for finding a financial planner, a tax professional and an estate planning attorney. Checklists are included in each chapter, as well as helpful charts and tables that aid in getting and staying organized. This book will be a valuable guide on the path to financial control and security. --Publishers Weekly “If you want to simplify your life and make solid decisions—fast—this book is your answer. It’s one more reason Liz remains one of America’s most trusted financial columnists. Quick, easy, and empowering!” —Jennifer Openshaw, Author of The Millionaire Zone and CEO, WinningAdvice.com “As usual, Liz cuts to the chase to provide readers with practical, easy to implement tips for living a rich life. If you follow only half of her on-the-money recommendations you’ll be exponentially better off tomorrow than you are today.” —Lois P. Frankel, Ph.D., Author of Nice Girls Don’t Get Rich and Nice Girls Don’t Get the Corner Office Simplify your financial life... now and forever! • By the Internet’s #1 personal finance expert, MSN’s Liz Pulliam Weston • Stop feeling overwhelmed by your finances: take control, the easy way! • Save time, avoid mistakes, and help secure your future Common sense. Easy solutions. Plain English. Best selling author, Liz Pulliam Weston, takes on the problem everyone has, and nobody talks about: the sheer hassle of managing your money! Weston offers practical guidance and easy checklists for every decision: investments, credit cards, insurance, mortgages, retirement, college savings, and more! Discover how to consolidate, delegate, and automate your finances...save time and money...and live a more rewarding, secure life! www.lizweston.com

Download or read book PDF Simple Banking Power of Attorney written by Paul M. Paquette and published by Paquette Publications. This book was released on 2018-01-01 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: File Type: PDF Simple Banking Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to handle banking activities and perform limited financial transactions. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Simple Power of Attorney (Banking), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. If the E-Book (PDF) is able to be downloaded as an independent file, then the above-mentioned documents and forms are attached to the E-Book (PDF). Thus, giving you the ability alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Simple Banking Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Revocation in Whole Revocation in Part(s) Revocation of Agent Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.

Download or read book PDF Simple General Power of Attorney written by Paul M. Paquette and published by Paquette Publications. This book was released on 2018-01-01 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: File Type: PDF Simple General Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to have broad and sweeping powers regarding the Principal’s property and affairs. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Simple Power of Attorney (General), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. If the E-Book (PDF) is able to be downloaded as an independent file, then the above-mentioned documents and forms are attached to the E-Book (PDF). Thus, giving you the ability alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Simple General Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Revocation in Whole Revocation in Part(s) Revocation of Agent Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.

Download or read book Your Wills Trusts Estates Explained Simply written by Margaret E. Pierce and published by Atlantic Publishing Company. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book will help you choose, set up, and execute a will, trust, or estate.

Download or read book Safe and Secure written by Fran Tarkenton and published by Simon and Schuster. This book was released on 2019-01-22 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: Thieves and scammers are on the prowl for easy targets who have significant exposed assets—and if you're a senior citizen who saved for retirement, you may be the perfect mark. Fran Tarkenton, the NFL Hall of Fame quarterback who became a succesful entrepreneur, has partnered with certified public accountant and financial executive Rick Gossett to present this practical, up-to-date guide to scam-proofing your savings during your golden years. Safe & Secure will give you ten specific actions steps that will turn you from an “easy” target into a “hard” target. A well-prepared senior who understands the potential for financial abuse and has taken the precautions recommended in this book is more than likely to remain safe and secure through a long and comfortable retirement. “As our country gracefully ages, we need to make sure to do all we can to protect the elderly—from their health, to their mind, to their finances. Once again, a man we all trust and respect has stepped forward and answered the call. With his simple and effective ways of explaining important concepts, legend Fran Tarkenton is doing his part to keep the elderly safe, drawing on his successful career both on and off the football field.” —SANJAY GUPTA, Assistant Professor of Neurosurgery at Emory University and CNN Chief Medical Correspondent “From helping us all recognize that we’re potential targets to providing easily comprehensible and implementable solutions, Fran Tarkenton and Rick Gossett have provided an extremely invaluable and indispensable resource. Elder nancial abuse will remain a major concern as our population ages. The tools presented here can help everyone be prepared and less likely to be a victim.” —THOMAS E. PRICE, MD, former Secretary of Health and Human Services and former member of US House of Representatives

Download or read book Probate and Settle an Estate in Florida written by Gudrun Maria Nickel and published by Sourcebooks, Inc.. This book was released on 2006-02-01 with total page 278 pages. Available in PDF, EPUB and Kindle. Book excerpt: #1 Florida Probate Book SIMPLIFY SETTLING AN ESTATE Settling a loved one's estate - whether a will is present or not - is not difficult, but it is filled with legal technicalities you have to know. Probate and Settle an Estate in Florida clarifies all of these rules and takes you through the process in an easy-to-understand fashion. Let it help you put this trying time behind you . LEARN HOW TO: Navigate Through the Probate Process End Claims Made by Creditors Prioritize Your Responsibilities to the Estate Close an Estate with No Will READY-TO-GO FORMS with Step-by-Step Instructions ESSENTIAL DOCUMENTS YOU NEED TO: Protect your family Distribute property Resolve tax-related matters Finalize outstanding issues And much more. "Their legal survival guides are dynamite and very readable." - Small Business Opportunities "Explaining the way the law works." - Daily Herald "Sphinx [legal guides] are staples of legal how-to collections." - Library Journal

Download or read book Simple Money written by Tim Maurer and published by Baker Books. This book was released on 2016-02-23 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: When it comes to money management, most of us take a hands-off approach because we're just not confident that we have the know-how needed. But personal finance is actually more personal than it is finance. Tim Maurer has made a career out of distilling complex financial concepts into understandable, doable actions. In this eminently practical book, he shows readers how to - better understand their values and goals in order to simplify their money decisions - budget major expenses intelligently - reduce and eliminate debt - make vital decisions on home, auto, and life insurance - establish a world-class investment portfolio - craft a workable retirement plan - and more Readers will be relieved to see that managing their money is actually not as complicated as they thought--and that they can take control of their financial future starting today.

Download or read book PDF Simple Power of Attorney written by Paul M. Paquette and published by Paquette Publications. This book was released on 2018-01-01 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: File Type: PDF Simple Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, with limited powers (written by the Principal) and abilities regarding the Principal’s property and affairs. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Simple Power of Attorney (the Principal writes the provisions concerning the Agent's powers), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. If the E-Book (PDF) is able to be downloaded as an independent file, then the above-mentioned documents and forms are attached to the E-Book (PDF). Thus, giving you the ability alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Simple Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Revocation in Whole Revocation in Part(s) Revocation of Agent Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.

Download or read book Wills and Trusts Kit For Dummies written by Aaron Larson and published by John Wiley & Sons. This book was released on 2009-03-09 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Download or read book Estate Planning For Dummies written by N. Brian Caverly and published by John Wiley & Sons. This book was released on 2003-03-07 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Download or read book EPUB Simple General Power of Attorney written by Paul M. Paquette and published by Paquette Publications. This book was released on 2018-01-01 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: File Type: EPUB Simple General Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to have broad and sweeping powers regarding the Principal’s property and affairs. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Simple Power of Attorney (General), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. Thus, you can alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Simple General Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Revocation in Whole Revocation in Part(s) Revocation of Agent Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.

Download or read book PDF Special Power of Attorney for Taxes written by Paul M. Paquette and published by Paquette Publications. This book was released on 2022-12-01 with total page 96 pages. Available in PDF, EPUB and Kindle. Book excerpt: File Type: PDF Special Power of Attorney for Taxes is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, with the power and ability to handle taxation matters. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Special Power of Attorney (Taxes). This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. If the E-Book (PDF) is able to be downloaded as an independent file, then the above-mentioned documents and forms are attached to the E-Book (PDF). Thus, giving you the ability alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Special Power of Attorney for Taxes

Download or read book EPUB Simple Banking Power of Attorney written by Paul M. Paquette and published by Paquette Publications. This book was released on 2018-01-01 with total page 286 pages. Available in PDF, EPUB and Kindle. Book excerpt: File Type: EPUB Simple Banking Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to handle banking activities and perform limited financial transactions. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Simple Power of Attorney (Banking), (06) six Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional (Durability Provisions) safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. Thus, you can alter, edit, fill out, and print these documents and forms in a professional manner. Best for short-term (less than five years) use with an Agent whose honor is beyond reproach and doubt. Key Details: • Names only one Agent • Effective Immediately • Define Expiration Date • Built-In Safety Features Options: • Durability Provision Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Simple Banking Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Revocation in Whole Revocation in Part(s) Revocation of Agent Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.