organize

This was a little bit of a combination of the old and the new for me.  Through HARO (Help A Reporter), I answered a query John N. Peragine, Jr., the author of The Complete Guide for Organizing your Records for Estate Planning, concerning insight on estate planning issues.  I was an estate planning attorney for 18 years, so I answered his questionnaire.   A few weeks later John and the publisher asked if I would write the forward for The Complete Guide to Organizing Your Records for Estate Planning, and I did.  It was a fun combination of my former law career and new endeavor to write. 

Enough about me, you should buy the book, really.  I can’t tell you how angry people get with their loved ones when they leave their estate a mess.  Having your finances and wishes in order is more than a responsibility, it is a gift that you give to the ones you love.  This book describes in a manageable step-by-step process how to organize your accounts, important documents, estate planning papers, final letters to family members, health issues, burial issues and much more.  A CD is included with the book that provides forms and checklists to simplify the process. At your incapacity or death, it will be much simpler for your family to carry out your wishes.  Read the rest of this entry »