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Table of Contents
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| Introduction |
2 |
| Warning |
4 |
| Quick Review |
6 |
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Part I
| Where To Start? |
8 |
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9 |
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11 |
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| Social Security and Wills |
14 |
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15 |
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16 |
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16 |
- Checking Savings Accounts
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18 |
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18 |
- Certificate of Deposits {CDs}
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19 |
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20 |
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21 |
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Part II
| Part II Chapter Review |
24 |
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Immediate Household - Non Investment Property
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- Forms: Credit Card Charge Accounts
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25 |
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26 |
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26 |
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27 |
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29 |
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| Investment Property |
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- Forms: Residential Real Estate
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31 |
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32 |
- Real Estate Investments Trusts {REITs}
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32 |
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| What you don’t know about your insurance could cost you thousands! |
34 |
| How to Process an Inventory! |
36 |
- Forms: Property and Liability Insurance
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39 |
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Part III
| Part III Chapter Review |
42 |
- Forms: Life Insurance Policies
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43 |
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45 |
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47 |
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49 |
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Part IV
| Part IV Chapter Review |
52 |
- Forms: Employer Pension and 401K Plans
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53 |
- Employer Investment Profit - Sharing
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54 |
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54 |
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55 |
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55 |
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56 |
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57 |
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59 |
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61 |
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63 |
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64 |
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| Have you considered funeral arrangements? |
70 |
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70 |
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| Conclusion |
72 |
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| Notes |
74 |
| Index |
75 |
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