Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
by Editors of Nolo

Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)
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Book Summary Information

Author: Editors of Nolo
Edition: Paperback
Audio: English (Original Language); English (Unknown); English (Published)
Format: CD-ROM
Published: 2007-10-01
ISBN: 1413307167
Number of pages: 576
Publisher: NOLO

Book Reviews of Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

Book Review: Easy to use, estate planning and more. Don't put it off any longer!
Summary: 5 Stars


I have had a will drawn up by an attorney in the past but needed to update. This book provided me with something just having an attorney draw up a will didn't, a comprehensive understanding of the ins and outs of estate planning and how your choices affect your beneficiaries. It guides you step by step through all the considerations and also tells you circumstances when you would want to seek advice from an attorney, for example providing for a disabled beneficiary.

There is also information on wills for people in civil unions and registered domestic partnerships. These are important considerations in any sort of blended family situations as well.

Chapters include planning for your estate, about your property, how to leave your property, providing management for minor's property, choosing and executor, debts expenses and taxes, living trusts and updating your will.

Also included in this package is an eBook; The Executor's Guide.
There are also many helpful non estate planning forms such as General Bill of Sale, Promissory notes; to spell out terms of a loan and Security Agreements when collateral is offered to secure a loan. A form for babysitters and childcare workers to list emergency contacts and instructions. A Medical Care Authorization to allow another adult to authorize medical treatment for your child if you are unavailable.

In usual Nolo fashion, this product is useful and leaves nothing out. Keep in mind in states such as Louisiana where laws are based on non-uniform provincial standards this product may not work, but the Nolo Quicken website gives details on this as well.

-WE

Summary of Quicken Willmaker Plus 2008 Edition: Estate Planning Essentials (Book with CD-ROM)

America's No. 1 estate planning book with interactive CD-ROM software helps you create a will, living trust, living will -- and much more .

Help protect your family and your assets, and save on legal fees! Quicken WillMaker Plus Estate Planning Essential 2008 Edition provides the legal forms you need. So comprehensive, the CD-ROM assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

Quicken WillMaker Plus Estate Planning Essential 2008 Edition includes a full "health care power of attorney." Dictate the health care you wish to receive if you can't speak for yourself, and be assured that your loved ones won't have to second-guess themselves!

Create your own:

  • Will
  • Living Trusts, including an AB Trust

  • Health Care Directive:
    Living Will
    Health Care Power of Attorney

  • Financial Powers of Attorney
  • Final arrangements document
  • Important documents for executors

    The CD-ROM also provides forms you can use every day, such as authorizations and agreements, child and elder care forms, promissory notes and documents to help you repair your credit.

    For each document, Quicken WillMaker Plus Estate Planning Essentials 2008 Edition takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual. Expert tech support is also available.

    Need to know more? Here are in-depth details about what you can do with Quicken WillMaker Plus Estate Planning Essentials 2008 Edition:

    Your Will

    Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

    Your Living Trust

    Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

    Your Health Care Directive lets people who care for you make important decisions about your life and health when you can't. Create a:

    Health Care Power of Attorney Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

    Living Will

    Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

    Your Financial Power of Attorney

    Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

    Your Final Arrangements

    Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

    Documents for Your Executor

    Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

    Personal Finance Documents

    Over a dozen forms that let you handle financial situations you might face on any given day, such as disputing a credit card charge, lending or borrowing money to friends or family, creating bills of sale -- and more!

    Home & Family Documents

    Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken WillMaker Plus can handle all these family situations -- and many more!

    Estate planning documents not valid in Louisiana.

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