Take inventory -- Choose guardians for your kids -- Pick a money manager for your kids -- Make your will -- Consider a living trust -- Name beneficiaries for your retirement plans -- Set up payable on death accounts -- Buy life insurance -- Make powers of attorney -- Keep your plan current.
Choose guardians for your children -- Get organized -- Choose someone to manage your children's money -- Make your will -- Consider a living trust -- Name the right beneficiaries for your retirement plans -- Get enough life insurance -- Name beneficiaries for bank and brokerage accounts -- Creat health care directives and a power of attorney for finances -- Keep your plan safe and up to date.
System Details
System requirements for accompanying CD-ROM: Windows or Macintosh; Microsoft Word.