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The What You Need to Know Kit is an easy-to-read and easy-to-use three-in-one educational guide and organizational tool for the sophisticated lay professional. Read how to get your trust, tax, insurance, financial and long-term care affairs correctly done AND in order. If you are 30-45 years old, the sections on what advisors do for you, what questions to ask, basic trusts, will, financial and health care power of attorneys, budgeting, disability insurance and college savings plans give you easy to understand definitions and guidelines. 50+ year olds should especially read the sections on investment options, life and property/casualty insurance, advanced estate planning, taxes and long term care planning. The sturdy Kit Box is a great organizational tool for each calendar year. The CD has spreadsheets (formulas included) to document net worth, budgets, and customizable letter templates to fund trusts, retrieve life insurance benefits, and document all your important family information.
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