Topics Include: Real estate, investments, insurance, retirement plans, benefits, hidden valuables, advisors (lawyer, accountant, etc.) important keys, allocation of personal items, living wills, organ donation, final arrangements, information about storage units, safes and safe deposit boxes, detailed pet care instructions, critical information about privately-owned businesses, and much more.
Intended Audience: Everyone, including young parents preparing their first wills and making initial life insurance purchases, up through seniors concerned about retirement, finances, estate planning and issues surrounding possible incapacity and loss of life.
About the Author: Mark Gavagan, a Business/Economics graduate of Utica College, has a broad background in business and financial services. His career includes more than sixteen years as an equity trader, registered representative, entrepreneur, writer, and Fortune 100 company manager. Mark lives in northern New Jersey. He's married and has two daughters.
Mark has written dozens of noteworthy articles about topics addressed in this book, including for U.S. News and World Report's "Alpha Consumer" (Money) blog.
Document & Key Storage Features (print version):
> 5 heavy duty, clear, acid-free, 3-hole punched sleeves. Total capacity = 100+ pages
> Key storage with 9 individual pockets and cutom label tags for copies of important keys
> Standard 3-ring binder has plenty of additional room for 3-hole punched statements, documents, etc.
Library of Congress Control Number: 2007908588
Format: 300 loose leaf pages, 4-color turned edge binder, custom tabs for easy navigation
Published by: Cole House LLC (Mendham, NJ)