Where’s the Key to the Safe? Workbook: How to Avoid Probate Pitfalls and Maximize Family Finances - Brossura
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Turn Estate Planning Advice into Action with This Simple Companion Workbook
Your family deserves peace of mind, not paperwork nightmares.When a loved one dies or becomes incapacitated, grief shouldn’t be compounded by financial confusion, probate delays, or the hunt for critical documents. Created by financial advisor Cameron Zabko, CFP®, and Widows Who Wine™ founder Pam Baker, authors of Where’s the Key to the Safe?, this thoughtfully crafted workbook combines professional precision with lived experience to address the messy realities of what happens after loss.
Whether you're managing your own legacy or helping aging parents, this workbook gives you the tools to:
- Capture all essential documents—such as wills, trusts, directives, account access—in one central location.
- Make estate planning approachable with easy prompts, checklists, and fill-in-the-blank pages.
- Record your insurance, passwords, contacts, financial accounts, and final wishes.
- Spot gaps in your planning that could cost your family thousands—or leave them scrambling.
- Create a personalized legacy binder your family can actually use when it matters most.
If you’ve been meaning to get your affairs in order, this is the place to start. Pick up your copy of Where’s the Key to the Safe? Workbook today and turn your planning into doing.
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Where's the Key to the Safe? Workbook: How to Avoid Probate Pitfalls and Maximize Family Finances
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Where's the Key to the Safe? Workbook: How to Avoid Probate Pitfalls and Maximize Family Finances
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Where's the Key to the Safe? Workbook (Paperback)
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Paperback. Condizione: new. Paperback. Turn Estate Planning Advice into Action with This Simple Companion WorkbookYour family deserves peace of mind, not paperwork nightmares.When a loved one dies or becomes incapacitated, grief shouldn't be compounded by financial confusion, probate delays, or the hunt for critical documents. Created by financial advisor Cameron Zabko, CFP(R), and Widows Who Wine(TM) founder Pam Baker, authors of Where's the Key to the Safe?, this thoughtfully crafted workbook combines professional precision with lived experience to address the messy realities of what happens after loss.Whether you're managing your own legacy or helping aging parents, this workbook gives you the tools to: Capture all essential documents-such as wills, trusts, directives, account access-in one central location.Make estate planning approachable with easy prompts, checklists, and fill-in-the-blank pages.Record your insurance, passwords, contacts, financial accounts, and final wishes.Spot gaps in your planning that could cost your family thousands-or leave them scrambling.Create a personalized legacy binder your family can actually use when it matters most.No complex legalese. No cluttered spreadsheets. Just a thoughtful, organized system that makes your plan real.If you've been meaning to get your affairs in order, this is the place to start. Pick up your copy of Where's the Key to the Safe? Workbook today and turn your planning into doing. Shipping may be from our Sydney, NSW warehouse or from our UK or US warehouse, depending on stock availability. Codice articolo 9798991857048
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Where's the Key to the Safe? Workbook (Paperback)
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Paperback. Condizione: new. Paperback. Turn Estate Planning Advice into Action with This Simple Companion WorkbookYour family deserves peace of mind, not paperwork nightmares.When a loved one dies or becomes incapacitated, grief shouldn't be compounded by financial confusion, probate delays, or the hunt for critical documents. Created by financial advisor Cameron Zabko, CFP(R), and Widows Who Wine(TM) founder Pam Baker, authors of Where's the Key to the Safe?, this thoughtfully crafted workbook combines professional precision with lived experience to address the messy realities of what happens after loss.Whether you're managing your own legacy or helping aging parents, this workbook gives you the tools to: Capture all essential documents-such as wills, trusts, directives, account access-in one central location.Make estate planning approachable with easy prompts, checklists, and fill-in-the-blank pages.Record your insurance, passwords, contacts, financial accounts, and final wishes.Spot gaps in your planning that could cost your family thousands-or leave them scrambling.Create a personalized legacy binder your family can actually use when it matters most.No complex legalese. No cluttered spreadsheets. Just a thoughtful, organized system that makes your plan real.If you've been meaning to get your affairs in order, this is the place to start. Pick up your copy of Where's the Key to the Safe? Workbook today and turn your planning into doing. This item is printed on demand. Shipping may be from our UK warehouse or from our Australian or US warehouses, depending on stock availability. Codice articolo 9798991857048
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Where's the Key to the Safe? Workbook | How to Avoid Probate Pitfalls and Maximize Family Finances
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Taschenbuch. Condizione: Neu. Where's the Key to the Safe? Workbook | How to Avoid Probate Pitfalls and Maximize Family Finances | Cameron Zabko (u. a.) | Taschenbuch | Englisch | 2025 | Lasting Legacy Consulting | EAN 9798991857048 | Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, 36244 Bad Hersfeld, gpsr[at]libri[dot]de | Anbieter: preigu Print on Demand. Codice articolo 133494740
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