AARP members receive exclusive member benefits & affect social change. Under what circumstances might you want doctors to stop trying to fix what ails you? Title: Suze O Deluxe-Estate Planning_16.indd Created Date: 3/9/2016 7:57:00 AM VIEW LIVE EVENTS. Hadland's board "Financial documents" on Pinterest. proof:pdf Proper estate planning documents can save you and your family time, money and heartaches. Toggle navigation. Revocable living trust. There are more than $2,500 worth of estate documents in this kit. PDF/X-1a:2001 How to make sure your assets pass to your loved ones exactly as you want—with the fewest possible hassles, taxes and delays. Here's my gift-giving rule: Respect your current financial situation. PDF/X-1:2001 Suze Orman's Must Have Documents Online Program Protect Your Tomorrow's TODAY with Suze's Newly Revised MUST HAVE Docs Online Program. xmp.id:da9e1689-8efe-4b5d-86b2-1cb5fe684312 Get instant access to discounts, programs, services and the information you need to benefit every area of your life. 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See more ideas about Financial documents, Estate planning checklist, Emergency binder. Suze Orman's Estate Planning Checklist. AARP is a nonprofit, nonpartisan organization that empowers people to choose how they live as they age. Use a revocable trust if the value of the net estate exceeds $50,000. To deal with the possibility that you become unable to manage your finances, the trust lets someone you’ve appointed take over (and specifies who gets to determine whether you’re incapacitated). 1 0 obj <>]/PageLabels 6 0 R/Pages 3 0 R/Type/Catalog/ViewerPreferences<>>> endobj 2 0 obj <>stream For the forms necessary in your state, go to aarp.org/advancedirectives. Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. The online program includes everything you need to create a will, revocable trust, financial power of attorney and durable power of attorney. From the August 2009 issue of O, The Oprah Magazine Please note: This is general information and is not intended to be legal advice. / application/pdf ZapfDingbatsITC HelveticaNeueLTStd-Md H��T]o�0}ϯ�{�)�i���S�N�4u�����lS���]�6}�">�{�=�\�g#��H�&�:M�:�����[(��$! A revocable living trust is an incredibly powerful document that can be a big help. Suze Orman's Estate Planning Checklist. ... Suze Orman’s Must Have Documents Online Program When you have a will, you can head off potential family squabbles (or worse) by clearly spelling out whom you want to inherit items that might not be in your trust — your home or car, for example, or even specific keepsakes such as your china or tool set. 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