Publisher's Synopsis
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.
