Suze Orman's Protection Portfolio TM is a sensational system to help you easily organize your financial and personal documents -- all the paperwork you'll ever need to handle your affairs from the minute you're born to the last moments of your life.With Suze Orman's Protection Portfolio, you'll eliminate the clutter on your desk and get your affairs in order with a special Guidebook, two instructional CDs, and a comprehensive CD-ROM. Read about wills and trusts; protect yourself in the event of a disaster, such as a fire or ...
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Suze Orman's Protection Portfolio TM is a sensational system to help you easily organize your financial and personal documents -- all the paperwork you'll ever need to handle your affairs from the minute you're born to the last moments of your life.With Suze Orman's Protection Portfolio, you'll eliminate the clutter on your desk and get your affairs in order with a special Guidebook, two instructional CDs, and a comprehensive CD-ROM. Read about wills and trusts; protect yourself in the event of a disaster, such as a fire or theft; learn how to handle estate and retirement planning; and find out all you need to know about investments, tax records, home ownership, personal insurance policies, and more. Suze and her own personal trust attorney, Janet Dobrovolney, will even walk you through easy, step-by-step instructions to personalize the forms you need for your specific situation.With Suze Orman's Protection Portfolio, you'll get the following: Organizer Portfolio: A patented filing system to store your essential doments preprinted with Suze's list of do's and don'ts, as well as a checklist for each category.Guidebook: This user-friendly guide features checklists, worksheets, and exercises explaining how to handle new tax law changes, what to do when someone dies, and what documents you should keep and for how long.Protection Portfolio Forms CD-ROM: This comprehensive CD-ROM offers hundreds of dollars' worth of legal document forms including: advanced directive with durable power of attorney for health care, financial power of attorney, and wills and trusts. Plus, there are also forms for correcting your credit report, requesting military records, Social Security annualstatements, and more.What You Need Today to Protect Your Tomorrows: On this two-part informative CD program, Suze and Janet will explain, clause by clause, the essential legal documents that Suze believes everyone must have in place. Plus, they also discuss the necessity for and ramifications of, signing these documents.Emergency Contact Cards: These are handy information cards that consumers can fill out and slip into a window pocket on the inside panel of the Protection Portfolio, keep at home, or carry with them.
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Seller's Description:
Very Good. Carlsbad, CA: Hay House, 2002. Sm 4to. 169pp. Illus. Very Good book. Good portfolio. Leatherette portfolio with pocket for book, expanding file folder, and twist front closure. Portfolio mildly worn. Book slightly scuffed on back cover. Front cover slightly bumped on leading edge. Three items from Carleton H. Sheets also laid in: two VHS tapes (Quick Start! A Program to Jump-Start Your Real Estate Investing; and How to Buy Your First Home or Investment Property with No Down Payment) and one audio cassette (Confidential Conversations with Carleton Sheets) in shrink-wrapped cardboard wrapper.
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Seller's Description:
This item is in overall good condition. Covers and dust jackets are intact but may have minor wear including slight curls or bends to corners as well as cosmetic blemishes including stickers. Pages are intact but may have minor highlighting/ writing. Binding is intact; however, spine may have slight wear overall. Digital codes may not be included and have not been tested to be redeemable and/or active. Minor shelf wear overall. Please note that all items are donated goods and are in used condition. Orders shipped Monday through Friday! Your purchase helps put people to work and learn life skills to reach their full potential. Orders shipped Monday through Friday. Your purchase helps put people to work and learn life skills to reach their full potential. Thank you!