A COMPREHENSIVE GUIDE FOR ARRANGING YOUR PERSONAL AFFAIRS

By Harold L. Chappell Ed.d

The title of the book carries you to your final destination, but the most important items are how you get there. In looking at the table of contents, one can see how one of the early items, section 2, is selecting the executor of your estate. Imagine if the author selects you to serve in that capacity. Unfortunately, you would have no idea of what my requests would have been--but if I had filled out each of the sections, you would know, precisely, what I desired to be done.

In addition, there are questions you could use in making decisions about the capabilities of specialists, such as financial advisers, attorneys, realtors, and others you may need at some time. Most importantly, in section 35, where you may want to move to a senior living facility, there are thirty-five questions you need to ask and three copies of the questionnaire for each of the three facilities you choose to interview.

• Language: English
• Publisher: Newman Springs Publishing, Inc.
• Release date: Sep 22, 2023
• ISBN: 9781638819905

Book preview

Table of Contents

Title

Copyright

Section 1: Introduction

Section 2: Selecting the Executor of Your Estate

Section 3: The Living Will

Section 4: Mental Health Care: Power of Attorney

Section 5: Personal Medical Information

Section 6: Last Will and Testament

Section 7: Guidelines for Developing the Obituary

Section 8: Funeral Alternatives

Section 9: Funeral Arrangements Made or to Be Made

Section 10: Special Persons to Be Notified

Section 11: The Celebration of Life

Section 12: Items to Be Canceled

Section 13: Insurance

Section 14: Selecting Your Financial Adviser

Section 15: Stock Holdings

Section 16: Primary or Retirement Sources of Income

Section 17: Selecting a Tax Adviser

Section 18: Selecting an Attorney

Section 19: Businesses and/or Associates

Section 20: Business Properties

Section 21: Residential Property Ownership

Section 22: Personal Debts or Monies Owed to You

Section 23: Credit Cards

Section 24: Banks and Banking

Section 25: Semi-Annual Asset Evaluation

Section 26: Passwords, Pins, and/or Security Information

Section 27: Inventory of Personal High-Dollar Items

Section 28: Hidden Property and Storage Unit

Section 29: Gifting with No Tax Ramifications

Section 30: Special Bequests

Section 31: Household Contents Inventory

Section 32: The Family House

Section 33: Selecting a Realtor

Section 34: Disposing of Your Household Goods and Personal Belongings

Section 35: Selecting a Senior Assisted Living Facility

About the Author

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A COMPREHENSIVE GUIDE FOR ARRANGING YOUR PERSONAL AFFAIRS

Harold L. Chappell Ed.d

Copyright © 2023 Harold L. Chappell Ed.D

All rights reserved

First Edition

NEWMAN SPRINGS PUBLISHING

320 Broad Street

Red Bank, NJ 07701

First originally published by Newman Springs Publishing 2023

ISBN 978-1-63881-989-9 (Paperback)

ISBN 978-1-63881-990-5 (Digital)

Printed in the United States of America

Section 1

Introduction

This publication is designed to assist anyone of any age to have their personal affairs in order. Imagine you are a twenty-seven-year-old military veteran with a wife and a one-year-old baby. As you look at the table of contents, you may see only a few items that affect you right now. However, if you were killed in an accident, your surviving wife would know exactly what to do to arrange for your military burial, how to collect your life insurance, and how to handle your bank account, publish your obituary, and collect any debts owed you, along with a multitude of other items listed in the table of contents. Imagine, now, you are fifty-five years old and five years from retirement. You are leaving your office a bit late to pick up your eldest son who is flying in from London, and his younger nineteen-year-old brother is coming home from college to celebrate their mother's fifty-third birthday. You are slightly over the speed limit. You see a car to your left. There's a loud crash, but you no longer hear it, because you are no longer alive. Think about that—the grief of your wife and children, their inability to fathom the calamity, and their need for help. This book will never take away their loss; but with the assistance of this document, your family, along with friends and relatives, will know exactly what needs to be done—and your final wishes fulfilled.