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Geting Your Affairs in Order

Introduction

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Table of Contents

Introduction

  • To the Benefactor
  • To the Survivor
  • How to Start

PART I
First Things First

  • Relatives, Friends, Business Associates
  • Who-to-Contact Directory
  • Location of Records
  • Cemetery or Final Resting Place
  • Funeral or Memorial Service
  • Obituary
  • Tips for Survivors
  • Grief Support
  • Personal Letter
  • Family History
  • Food for Thought

PART II
Benefits

  • Life Insurance
  • Pension, Profit-Sharing, Keogh Plans, IRAs
  • Social Security
  • Medicare Payment for Patient Now Deceased
  • Medicare and Supplemental Medical Claims
  • Supplemental Medical Insurance
  • Medical History
  • Veterans’ Benefits
  • Workers’ Compensation

PART III
Assets and Liabilities

  • Banks, Savings & Loan Accounts
  • Safe Deposit Box Information
  • Investments: Stocks, Bonds, Investment Funds
  • Real Estate: Home, Investment Properties, Other Assets
  • Notes, First or Second Mortgages, Other Liabilities: We Owe
  • Notes, First or Second Mortgages: Owed to Us
  • Investment Possibilities for Survivors

PART IV
Financial Planning

  • Present/Future
  • Monthly Income
  • Present/Future
  • Monthly Expenses
  • Present/Future Annual Income/Expenses Summary
  • Present/Future Assets
  • Present/Future Liabilities
  • Present/Future
  • Net Worth Summary
  • Insurance: Homeowners, Renters, Auto
  • Home & Personal Property Inventory
  • Contacts for Sale of Assets
  • Financial Tips

PART V
General Information

  • Will Preparation
  • Glossary of Will Terms
  • Probate
  • Donation of Body or Organs
  • Hospice
  • Right to Die
  • Understanding Grief and Loss
  • Tips for Grief Recovery
  • Support Groups
  • Books for Further Reading
  • Index
  • About the Author
  • Credits

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