Thursday, March 7, 2013

Suze Orman Will & Trust Kit

This is a much SAFER alternative to going to an attorney to set up your financial affairs.  If you do go to an attorney, make sure they're NOT probate lawyers.  Trust Attorneys and Estate planning are good - Probate or Elder Law should be avoided.  Attorneys are expensive and there are some who prey off the elderly and disabled and if you're a regular reader, I'm sure you know whom I'm talking about.


This is an easy-to-use and fast way for you and other members of your household to create your own advance directive, also known as a living will, durable power of attorney for health care, living revocable trust, and all the other must-have documents you need to protect you and your family. It’s as easy as 1-2-3—simply personalize, print, and protect.
Suze Orman and her own estate trust attorney have created the most state-of-the-art documents found anywhere. There are more than $2,500 worth of estate documents in this kit. Why pay thousands of dollars when you can get the same documents in this kit!
This kit includes:
• More than 50 state-of-the-art documents • Free automatic on-line updates • Verbal and written instructions taking you step by step through the four must-have documents • Password protection securing multiple users’ information • A tutorial that shows you everything you need to know • 10 electronic books
PC and Macintosh Compatible . . . and good in all 50 states!

You don't need an attorney with this kit.  You do need a Notary Public to witness signatures (most banks or currency exchanges have one).  It's also a good idea to have many copies of the legal documents and if anyone has an idea of what to do with the original?  I wouldn't put it in a safety deposit box at a bank.  In regard to Devon Bank taking over your assets, they just drill it open and take the contents.  Your family is then at the mercy of the trustees regardless of what the document states.  First thing banks do is liquidate assets or family jewelry, heirlooms, stocks, cars, land, property, etc., then invest that money in small state banks (friends of theirs) that yield little or no interest.  It's not uncommon for the bank to try to make money off you and the sentimental value you placed means nothing to them.

It's a good idea to keep everything "within the family" and that includes hiring caregivers (no agencies).  Don't invite strangers into your loving family unit.










No comments:

Post a Comment