 Take a look inside If Something Should Happen
Written by Marla Brill and Sara F. Cooper
The purpose of this book is to help you organize your financial and legal affairs, so that your loved ones and others will be able to step in and help with minimal difficulty if you are not able to manage things yourself. It will also be helpful to anyone who wants to “get on track” by reviewing where they stand and bringing together key information on the financial and legal aspects of their lives into one centralized place.
The book includes a complete set of organization forms that provide an easy-to-use blueprint for doing this. The more organized you are, the easier it will be for others to help out during an emergency, an illness, or after your death. You will also achieve satisfaction and peace of mind from finally getting around to doing something that many of us put off until it is too late.
Planning and organizing will also help ensure that your wishes are followed. The plain fact is that we never know when decisions may have to be made on our behalf or about our estate. The question is who will make them and what guidance they will have. This book is designed to help you provide that guidance.
About the Author
Marla Brill is an AIER Research Associate and the author of How Give Wisely (AIER) and Windfall: Managing Unexpected Money So It Doesn’t Manage You (Alpha Books), and a co-author of How to Plan for Your Retirement Years (AIER). An experienced financial journalist, she also has written numerous articles for AIER and other organizations.
Sara F. Cooper, an AIER Research Fellow, provided primary research support for the preparation of this book, and Jonathan Sylbert designed the layout.
Book Reviews
“The booklet provides a concise overview of basic estate planning information. For $10, I think it's well worth the money.”
Gregory Herman-Giddens, JD, LLM, CFP
“The American Institute for Economic Research offers a publication that helps devise a ‘master plan’ to handle your estate.”
Kiplinger’s Retirement Report
“There's a publication that can help you pull all your information together in one place … This publication is surprisingly comprehensive for its low price ($10) and small size (44 pages). It's the small size that makes it easy to use.”
David Uffington, nationally syndicated personal finance columnist
“’If Something Should Happen: How to Organize Your Financial and Legal Affairs’ is a handy new booklet from the American Institute for Economic Research in Great Barrington.”
Sue Scheible, A Good Age columnist, The Patriot Ledger, Quincy, MA
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