The Bus List—Essential Estate Planning: Including Wills, Trusts, Durable Powers, Beneficiary Deeds, TODs and PODs, Plus Organizing and Securing Your Records

What if You Get Hit By a Bus?

If something unexpected happened to you (like getting hit by a bus), where does that leave your loved ones? You’ve got to take care of the “big stuff” now. Estate planning is best done when it is not an emergency. If it’s urgent, you’ve waited too long.

Is Your Family Protected and Informed?

The Bus List’s three easy-to-follow sections are all about getting your own Bus List written. It cuts through the legal rigmarole and helps you get done what needs to get done:

Body - Detail any last requests, including arrangements

Brains - Appoint individuals to represent you

Bling - Pass along your most valued assets seamlessly and inexpensively

Each section of The Bus List—Body, Brains and Bling—ends with a “Next Steps” checklist. Complete each applicable step, execute the appropriate documents and you’re done.

Your Last Best Gift

Your Bus List makes it easier on your loved ones during a time of great sorrow and grieving. Everything they need to know, like last arrangements, location of important documents, and access to assets is right there in one place. Compiling your own Bus List is one of the kindest, most thoughtful gifts you can bestow on your surviving loved ones. Be sure and make it your last, best gift.

Part I of The Bus List was written with busy folks in mind who want to get their own estate plan in place as quickly and easily as possible.

More Estate Planning

After completing Part I and writing your own Bus List, take a deep breath and consider delving into other important estate planning topics in Part II:

• Location of Your Bus List
• Estate Liquidity
• Federal Estate and Gift Tax
• State Estate, Gift, and Inheritance Tax
• Community Property vs Common Law States
• Should I Hire an Attorney?

Easy-To-Understand Language

As far as confusing legal terms go, I apologize in advance for using some of them, but there is no getting around it. To help, I've compiled a comprehensive Glossary of those nasty words, where you'll find easy-to-understand and at times humorous definitions that will add to your breadth of understanding. You’ll find it way more useful and entertaining than your dictionary.

I publish electronic and print-on-demand books for a reason: It’s the only way to deliver the latest information to you, which has been changing a lot lately. I stay on top of things and update all my financial planning-related books, including this one, whenever necessary.

The Bus List—Essential Estate Planning

Remember, estate planning is best done when there is no urgency. Get started on your own Bus List now. Don’t procrastinate any longer. Scroll to the top of the page and click the "Buy" button. Once you’ve got your Bus List written, you’ll sleep a bit easier at night knowing you’ve got you’ve got the big stuff covered.