Peace of Mind For You and Your Loved Ones

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CONSIDER THIS: If you died tomorrow, would your loved ones know everyone to notify about your funeral? Would they know where your important documents are? Would they have the passwords they need to access vital financial records in your computer?

"Learn How To Protect Your Children And Loved Ones From Scrambling Around During a Time of Grieving By Organizing All Of Your Personal Affairs, And Clearing Up The Most Important Issues Involving Your Estate!"

"Why Burden Your Family? I'll Show You Step-By-Step How To Give Them The Vital Information They Need. (Including Information Your Estate Planning Attorney Probably Won’t Tell You About!)"

Finally, in this complete, 200+ page workbook from Estate Planning Expert Brian Bartes, you get all the tools you need to create a complete, comprehensive, and foolproof plan that provides peace of mind for you, your spouse and your children...before it’s too late!

Read on for more, or click here to reserve your copy today!


       

brian bartes

From the Desk of Brian Bartes
Legacy and Estate Planning Professional
Thursday, 10:15 AM

   

Dear Friend:

If you’re like most people, you don’t spend a lot of time thinking about stuff like this. No one (including me!) likes to think about death. But ask yourself this question: If you unexpectedly die tomorrow:

  • What would your family do?
  • Do they know your final wishes?
  • Do they know who to contact about your financial matters?
  • Do they know your complete family history?

If the answer to any of those questions is “no”, think about the effect that might have one day on your loved ones.

Planning is Important…And Here’s Why

Most people don’t think about the importance of protecting their loved ones. But you need to. Did you know that...

bulletIf you don’t plan properly, you might leave your family out in the cold? 

bulletIf you don’t protect your assets, the government could take up to 10% (or more) through probate court and estate taxes?  

bulletIf you don’t make preparations now, your children could spend months, or even years, trying to put things together?  

bulletIf you act now, you can prevent these things from happening and give your family peace of mind.

I know everything you’ve read so far seems like some kind of scare tactic or guilt trip designed to pull you in. I understand that no one wants to believe that any of these things will happen.

And I recognize that this isn’t the kind of thing that you want to think about. I know I don’t.

I know all that..., and yet, I also know the TRUTH about what lack of planning can do at a time when your loved ones need you most. How?

My Name is Brian Bartes,
and I’m a Legacy and 
Estate Planning Professional

I haven’t always been well-versed in the area of legacy and estate planning. Not too long ago, I was just like you: Thinking about how to carve out the best life I could for me and my family. Enjoying life, without a thought about the possibility of dying...or losing someone close to me.

Then the next 14 months of my life changed everything...

First, my wife’s grandfather passed away. He was an elderly man, and had lived a wonderful life. His death wasn’t unexpected and, if that was the only thing that happened, you probably wouldn’t be reading this letter right now.

Then, my grandmother (“Nana”) died. She wasn’t quite as old, but had health problems the last several years of her life. Again, most of us have experienced the death of elderly relatives.

Then Kodey died, and the way I view life (and death) will never be the same again. Kodey was a good friend of my son Andy...and was only 11. He was a healthy child during those 11 years, until the virus swept in and ended his life very quickly. He had barely begun life, and then it was over.

How Can You Prepare for This?

You can imagine the effect Kodey’s death had on his family, his young classmates, and anyone who knew him. It was devastating. For me, it was a bold reminder of the frailty of life. Not just that my life could end any time, but that the possibility exists for everyone...including children.

I have four young children, and I began to think more than ever about estate and legacy planning.

But the story doesn’t end there....

Kevin was just 42 years old when he died of a heart attack. He was in the prime of his life: Happily married, the father of two small children, a successful banker. My guess is that, when he left that weekend to go to his friend’s cottage, he may have been very casual in saying goodbye to his wife and children. Surely, the thought of not returning didn’t enter his mind.

But he didn’t return, and if Kodey’s death wasn’t enough of a “wake-up call”, Kevin’s was. Of all the deaths that I would be exposed to during this time, this was the one that caused me to ponder the most. About my family. About how I invest my time during the days, weeks, months and years. About what’s really important. And about what would happen if I didn’t make it home for dinner.

We had two other friends who also passed away.

Marcia was 40 when she finally lost her battle with cancer. She, too, was happily married. She had a young son, and she had grown very close to her family through this trying ordeal.

Ruthie battled breast cancer for seven years, and was determined to beat it. She was also married, and had two young children. Her death was the hardest for my wife, because they had grown up living across the street from each other, and had been best friends for almost 40 years.

I hope you haven’t experienced anything like what I did during that time. But I also hope you realize that you won’t be around forever. In case we’re not around next year, or next month, or tomorrow...it’s important to plan for that possibility.

Have You Prepared Your Family for When the “Unexpected” Happens to You?

If you’ve begun preparations, perhaps you've created a will. By now, it may or may not be up to date. Depending on how long ago you created it, you probably need to revisit it. As you think about that, you may wonder...

...Is there more I should do?

  • This is the most common question I hear.
  • These people are asking the right question.
  • My response is always YES.

If you’re asking yourself:

  • “How will I know that I’ve made all the preparations?”
  • “Who will walk me through the process?”
  • “How do I know what information to collect?”
  • “Is there a single guide to help me plan my estate for my children?”

You are asking the right questions.

And the good news is, there is a way to prepare all of the essential information. There is help to walk you step-by-step through the process. YES, there is a single guide that can help you in a straight-to-the-point,  eliminate-the-confusion way. And you don’t have to hire an attorney to do it.

Peace Of Mind For You And Your Loved Ones is a simple, easy-to-use tool that turns the overwhelming process of organizing your estate into a complete and comprehensive record of all your final wishes.  

"I Hadn’t Even Thought of That!"

Peace of Mind For You and Your Loved Ones is an invaluable resource. This book has not only helped me organize my financial matters in a logical and detailed manner, it also made me think of things I had not even considered.  The workbook format is ideal, easy to complete and easy to update.  More importantly, if my family ever has to go through the process of settling my estate, Peace of Mind will make a difficult time much easier for them.  I highly recommend this book not only for parents and grandparents, but this book would make an excellent gift for a recent college graduate or a newly married couple.  Peace of Mind For You and Your Loved Ones is not only a comprehensive estate planning tool, it’s also a life planning tool!

Stacey A. Gray
West Bloomfield, MI

Get Answers to Your Tough Questions.
Now.

For the past 11 years, I have been involved with the intricate details of estate planning. I know firsthand...

  • What critical questions are running through your head.
  • What important topics you need to be aware of, but probably don’t know about.
  • What decisions you need to make to protect your loved ones and your estate.

It’s tough to ask your family questions to such touchy subjects. But it’s also hard to know who to trust in the outside world. In this fast-paced world, it is nice to know you can have Peace Of Mind For You And Your Loved Ones.

Do You Have This Information Prepared for Your Children?

If you are new to estate planning, you probably don’t even know where to begin.

For example, do you and your spouse know:

1. Each other’s final wishes if one were to pass away unexpectedly?
2. Who to contact at the time of death?
3. Where each other’s important personal and financial documents are located?
4. All of the different insurance agents to contact?
5. Who to contact about a living trust and living will?

Is all of the information mentioned above in one convenient location?

It is a common misconception that if you don’t have a lot of money or personal belongings, you don’t need to make preparations for your family. NOT TRUE.

Whether you have a little money to leave behind, or a lot, you need to be able to answer “YES” to all five questions above. If you don’t prepare, your money will disappear!

Learning the Hard Way

As you recall from my personal story earlier, I had several people close to me pass away in a relatively short period of time.

With each passing came the loss of a loved one and the mourning of the families. But with each passing also came the confusion, frustration, and anxiety of not knowing what to do next.

You know how tiresome it is just to handle your own day-to-day personal and financial matters. Imagine the pressure of trying to organize someone else's estate...while you are grieving. 

Unfortunately, it is something that too many of us face...during the worst time imaginable.

It's hard to know where to begin...from making funeral arrangements to contacting insurance agents to locating critical paperwork. There is just too much to learn how to do.

But, it doesn't have to be that way.

You and your spouse can get organized today...making it so much easier for those you leave behind.

I Want My Family to Be Prepared,
So I Created a Simple Solution…

Watching so many close family members and friends struggle (for years!) over the daunting task of picking up the pieces...pulling together critical information for the estate or trust administration process.... It was a real eye-opener for me!

I thought "How can the dreadful process of estate planning be made easier? What critical information do people need to know—before their loved one passes?"

The thought of my own family going through this was all I needed to take action. I created

Peace of Mind For You and Your Loved Ones
The Complete Guide To Organizing Your Estate

This is more than just an informational guide. It is a complete and thorough workbook. You learn step-by-step the information you need to gather.

When you open the notebook, you will notice the organization of the content. Anyone who needs to use the workbook will know exactly where to find the information they need.

The workbook is contained in a 3-ring binder, so you can easily add pages if you need to.

Peace Of Mind For You And Your Loved Ones is organized into eight chapters, each divided by a labeled tab. This organization not only helps you know what information you need to gather, but it helps others find information easily.

Imagine: All Your Important Information Will
Be Organized in a Convenient Workbook!

Just looking through the workbook will give you great comfort in knowing that your family will be prepared.

All you have to do is input your information into the workbook. This is not "nice-to-know" information. This is "must know" information. In my experience with estate planning, I know the information presented in this workbook will save your family valuable time, money, and frustration.

Some of the topics covered in the workbook include:
  • Final Wishes.

    This section is important for your family because it focuses on their immediate needs in the event of your death. It lets your loved ones know who needs to be notified. This section also provides your family with a guide to help them carry out your final wishes regarding your funeral or memorial service.

    This information is important for you and your family because your funeral should reflect your beliefs, standards, lifestyle, and taste. You may also have a budget you want to stick to. When family members come together to make funeral arrangements, different family members will probably have differing opinions in the planning. This section eliminates the stress and confusion for your family in making your arrangements.

  • Personal Information.

    This section focuses on the personal information of the immediate family members such as birth citizenship, residence, profession and more. You can complete this vital information for each individual in the workbook.

    This information is important for your family because as they move through the difficult grieving process and begin to adjust to life without you, they'll take comfort in knowing that they have all the vital family information readily available to them. Whether they are simply interested in keeping track of family records and relationships for genealogical purposes, or need personal information as they move forward with new choices in their own lives, they can refer to this section to find the answers they need.

  • Health and Medical Information.

    This section focuses on important health and medical information such as health care advisors, current medications, prior procedures, and medical history.

    Your family needs to be aware of your medical history so they can inform their own doctors of risks that they may face someday. Having this information on hand can be an invaluable means of disease prevention for them. This section also makes it easy for them to know how to contact your physicians and other health care providers.

  • Household Information.

    This is what I like to call the "pick up the pieces" section. It focuses on your day-to-day household information. This section includes information about pets, household service providers, utility companies and magazine and newspaper subscriptions.

    This information is important for your family because these services don't end when you pass away.

  • Location of Important Documents.

    This section is important for your family because it focuses on the location of all important documents, as well as keys, passwords and combinations that your family will need in the event of your death.

    In the event of your death, family members will have to gather items and information quickly so that they can manage your home and business affairs. By organizing these items and documents, you will ensure that they have everything they need to easily take over these responsibilities.

  • Financial Information.

    The financial section focuses on your personal and business financial information. Information contained here includes professional advisors, bank accounts, assets and liabilities, income and expenses, business ownership and intellectual property.

    Taking care of your financial responsibilities can place a tremendous amount of strain on your loved ones. By organizing and documenting this area of your life, your heirs will have everything they need to manage your financial affairs.

  • Insurance and Benefits Information.

    Insurance and benefits information is important because your loved ones will need to contact insurance agents to cancel accounts or transfer ownership in the event of your passing. Additionally, family members may be entitled to receive certain benefits such as life insurance. By having all of your documentation organized, this will be a much easier process for them.

  • Estate Planning.

    The final section contains details of your estate plan, and lists professionals who need to be contacted.

    Your family will need to contact the attorney who handled your estate planning, as well as others who are affected by your passing. Also, in the event of a medical emergency, the need may arise for an attorney-in-fact or patient advocate to make certain medical decisions on your behalf. By having all of your documentation organized, these processes will be handled with greater efficiency.

(And this is just a "sneak peak" into the subject areas covered in Peace Of Mind For You And Your Loved Ones.)

Turning My Family Responsibility
Into A Complete Guide For You

After watching so many people close to me struggle with the daunting task of “picking up the pieces” after their loved one passed, I was reminded that it is my responsibility to prepare my family in the event of my passing.

So, one day I began to collect all the pertinent information that my wife or children would need to know immediately. I created a binder and organized the information into various categories.

This exercise really opened my eyes to all the “stuff” I have accumulated in my adult life. And I am not talking about material items (although that is important too). Rather, I am talking about everything from personal and business information to health and financial data to my own final wishes.

During the process of pulling all this “stuff” together I uncovered more and more “stuff” that needed to be included in the guide for my family. This ended up being quite a project! But it was worth it to protect my family and assets. It took me more than eight months to figure out everything that should be included in my own estate plan.

The good news is, I have done all the “leg work” for you. I have just saved you months of preparation.

I have also saved you money. If you were to hire a lawyer to tell you what information to collect, you would be paying an hourly rate of around $175...and that’s on the low end for estate planning attorneys. He or she would be asking you the exact questions that you can find in Peace Of Mind For You And Your Loved Ones.

The Unthinkable Happened:
 “My Wife Died Suddenly at Just 33 Years Old”

My wife Jennifer and I were very happily married for nine years when she died very suddenly at just 33 years old. We had talked about putting an estate plan together—even some basic information like what insurance policies we had, who to contact if something happened, and what kind of memorial service each of us envisioned. I did have the insurance policy information, but what I didn’t have were all the particulars involved with her business, which was booming at the time of her death. We were young, what could we possibly have to worry about?

When Jen died, I was literally crushed. What made that horrid, unthinkable situation worse was not knowing everything I needed to know (not to mention where to find that information) in order to make pivotal decisions about the future of her business…decisions that now affected my future. All this could have been avoided if only my dear wife and I had taken the time to do a little planning. Take Brian’s advice, and take mine: get it done. Make it clear. Do it now. Not tomorrow. Now.

Steve W.
Kansas City, KS

Don’t Put it Off Any Longer.
Take Action and Make Plans Now.

Why wait to make such important plans? Plans that will protect your family and assets after you pass?

I’m sure you’ve always had the best intentions to do something like this. But you always think “there’s plenty of time to make plans later.”

The 3 Most Common Reasons You Probably Haven’t Made Plans Yet:

1. Death is a hard subject to think about and talk about. There is never a “right” time. So you put off talking about the topic as long as possible.

2. It’s hard to find and make the time to do the necessary work. Let’s face it; we don’t have a lot of free time in our lives anymore. The weeknights are busy with the kids’ after school activities, helping them with their homework, or we are working late ourselves. The weekends are busy running errands, doing household chores, and more activities. If you do get a free night, you would rather spend it having fun with your family—not dwelling over paperwork.

3.    You don’t know what information to be collecting. Most people who attack this sort of project don’t have any idea where to begin or how to organize the information once they have it.

I have talked to hundreds of people about these reasons, so you are not alone. You can probably think of a dozen more reasons you haven’t done this yet. But the longer you put it off, the greater the risk of not protecting your family.

Fortunately, I have the tool that will help you jump start your planning.

I wrote this book because I didn’t want to make the mistake of not protecting my family...

And I don’t want you to make that mistake either.

Peace Of Mind For You And Your Loved Ones is a step-by-step complete guide for organizing your estate. It tells you exactly what you need to do to protect your family.

You’ve worked too hard in life and you love your family too much not to plan in advance.

You know that it is your responsibility to ensure that your family is taken care of before...and after...you pass away.

Peace Of Mind For You And Your Loved Ones will teach you how to carefully plan and organize your estate so your assets go to your family.

Peace Of Mind For You And Your Loved Ones
The Complete Guide for Organizing Your Estate TODAY!

To keep your estate information organized and easy for you to collect and your family to find, Peace Of Mind For You And Your Loved Ones is divided into eight thorough and complete chapters that will help you know what information to assemble.

Chapter 1: Final Wishes

The opening chapter covers everything you need to ensure that all your final wishes are made clear upon your passing.

You have probably been involved with planning a funeral for a loved one. Maybe not directly, but you have probably contributed in some way. During the planning, you’ve probably thought about things that you would like for your own funeral. Maybe there is a certain casket you prefer to be buried in. Or maybe you don’t even want to be buried, but would rather be cremated. Perhaps you have some favorite songs that you want to be played at your memorial service.

This chapter is your opportunity to state your final wishes. Your family will appreciate the fact that you’ve removed all the “guessing” work for them and they can focus on grieving.

This chapter includes:

  • A thorough checklist for what to do at the time of death
  • The people who will assist in carrying out your wishes.
  • The people to notify in the event of your death.
  • People to invite to your funeral.
  • And much, much more...

Planning a funeral for a family member is hard. First of all, you are in the grieving process and making such important decisions is difficult. Second, you want to make the right decisions. You want to feel good that you are making the right choices—the choices that your loved one would have made if he or she were still alive. Third, you want to avoid family disputes during such an emotional time. Everybody has an opinion.

By completing Chapter 1 of Peace Of Mind For You And Your Loved Ones you save your family a lot of time, frustration, and emotional pain.

I always felt like we had planned properly. We had wills, life insurance, and an IRA. After we learned that my husband had lung cancer, we had two years to prepare for his death. But only after John’s death did I realize the importance of gathering vital information about personal and business finances. I learned the hard way—through litigation and being forced to piece together the information necessary to close out my husband’s business and estate. Much of the pain and aggravation could have been avoided if I had only taken the time to gather some basic information.

Sarah B.
New York, NY

Chapter 2: Personal Information

Chapter 2 goes into great detail about the personal information of the immediate family members such as birth, citizenship, residence, profession, and more. It will be very beneficial for your family to have this important information at the tip of their fingers. This is the type of information that is good to know for completing family trees, captioning photos, writing autobiographies, etc.

How many times have you thought “I need to create a family tree?” Or, how many times have you thought how nice it would be to have all your family information in one location. 

This chapter includes the following information about you and your relatives:

  • Citizenship and passport information
  • A list of your previous residences
  • Naturalization paperwork
  • Military paperwork
  • Information related to special awards and recognition
  • List of businesses and community organizations
  • And more!

This chapter provides all the basic information about you and your immediate and extended family.

Having generations of family information documented in one location is extremely valuable. This is the kind of information that you don’t want to get lost in some old dusty shoe box in a dark closet. This is information that you or anyone should be able to find in any given moment. After all, it’s your life...it’s your family’s history!

I started thinking about an estate organizing system when my husband and I were going on vacation together—without our three small children. What if the plane crashed or we had a car accident and we both died?

Having all our important information in one place gives me peace of mind, especially when I’m not with my kids.

If my husband and I ever died at the same time the designated guardian of our children knows to look in our safe, where she will find any information she might need. In addition, if anything happened to us individually, it would spare the surviving spouse from having to scrounge around for documents in a time of grief.

I update it every so often. It’s very organized. I think everyone should have something like this. I wish our parents did.

Joyce B.
Atlanta, GA

 

Chapter 3: Health and Medical Information

How many times have you gone to the doctor’s office and struggled at the questions asking about your family’s medical history? It’s hard enough recalling your own medical history!

This chapter outlines all of your important health and medical information, including your health care advisors, current medications, prior procedures, and medical history.

The information presented in this chapter could be literally life-saving for your family. Your family needs to know your medical history so their doctors can be aware of possible risks they may face. 

Chapter 3 of Peace Of Mind For You And Your Loved Ones includes worksheets for you to complete your health and medical information, including:

  • Allergies and drug sensitivities
  • Physicians and other health care providers
  • Past medical conditions
  • Family medical history
  • And more!

Gather your health and medical information in one place. Make your family aware of your medical history and you could be saving them from medical problems down the road.

Chapter 4: Household Information

You know what it’s like when your spouse has to go on a trip. You’re left running the household by yourself. Most likely, he or she left the important information for you in case of an emergency, along with a “to do” list to make sure that the house runs smoothly while they are away.

But, what if you didn’t have that list to fall back on?
What if your spouse never came home?

Chapter 4 of Peace Of Mind For You And Your Loved Ones includes all the day-to-day household information for you and your family. This is the information about pets, household service providers, utility companies and magazine and newspaper subscriptions, etc.

This is where all your “special instructions” are listed. Special feeding instructions for your pet, when subscriptions need to be paid, etc.

In this chapter, you will be able to document the following:

  • Pet information, including breed, medical conditions, and special instructions
  • Veterinarian contact information
  • Household service provider contacts for: alarm, appliance repair, auto mechanic, dry cleaner, electrician, hair salon, handyman, heating/cooling, house cleaning, landscape service, plumber, pool maintenance, rental property management, sprinkler company, trash removal, window cleaner, and more.
  • Utility company information for cable, electric, gas, internet service, telephone, water, etc.
  • And more!

It’s the little things that make a big difference. Your loved ones will really appreciate the extra effort you made to help them keep the household running after you pass away.

Chapter 5: Location of Important Documents

You know the frustration of trying to remember a password or where you hide the keys for the safe? Well, imagine your family trying to figure out this information when you pass.

This chapter will help your family gather important items and information immediately so they can manage your home and business affairs.

Chapter 5 of Peace Of Mind For You And Your Loved Ones will help your family easily locate the following information:

  • Drivers license and social security card
  • All credit cards
  • Banking, frequent flier and other cards
  • Investments
  • Legal information
  • Real estate information
  • Business records
  • Combinations and passwords
  • Computer login and passwords
  • Safe deposit box information
  • Keys
  • And more!

When you complete this chapter, you are preventing your family from frantically digging through drawers, files, and boxes for this vital information.

Chapter 6: Financial Information

Sorting through someone else’s financial information can be a real challenge. By organizing and documenting this area of your life, your family will know exactly how to manage your financial affairs once you are gone.

Chapter 6 of Peace Of Mind For You And Your Loved Ones will help your family uncover information concerning:

  • Professional advisors
  • Bank statements
  • Business agreements
  • Copyrights, licenses, patents, royalties and trademarks
  • A list of expenses and periodic bills that you pay
  • And more!

You’ve worked hard throughout the years to build your finances...so make it easy for your family to handle it and protect it when you are gone!

Chapter 7: Insurance and Benefits Information

Upon your death, your family will need to contact your insurance agents to cancel accounts or transfer ownership. There may also be life insurance available to your family.

Chapter 7 of Peace Of Mind For You And Your Loved Ones will provide your family with vital information for insurance and benefits such as:

  • Automobile
  • Homeowner’s
  • Umbrella
  • Pension benefits
  • Social security benefits
  • And more!

With insurance provider names, policy numbers, and contact information in one convenient location, your family will have a much easier time finding it, and taking the appropriate action.

Chapter 8: Estate Planning

This chapter will help your family know who to contact regarding your estate planning documents. There is a section with instructions for the executor of your estate, so there is no confusion about where your material possessions should go.

This chapter will also be valuable in the event of a medical emergency and the possible need for an attorney-in-fact or patient advocate to make certain medical decisions on your behalf.

Chapter 8 of Peace Of Mind For You And Your Loved Ones will help your family know critical information for:

  • Estate planning attorney
  • Attorney-in-fact (durable power of attorney)
  • Patient advocates (living will and medical power of attorney)
  • And more!

By having documentation organized, these processes will be handled with greater efficiency. And by making decisions now regarding your possessions, your loved ones will avoid much of the conflict that arises when these important decisions have not been made.

Organizing this Information Now Will Help Your Family Later

Imagine for a moment that you will pass away tomorrow. Now, I’m not trying to sound morbid, but please just do this.

Your family would be devastated. They would be mourning your loss. They would be numb.

Now imagine them trying to make funeral arrangements, trying to figure out your personal and financial information, trying to sort through your insurance files...trying to “make you proud” while keeping the household running.

Do you have all the information discussed thus far in order? Where would they begin? How would they know who to contact? How would they know what to do first?

How is your family supposed to grieve when they are suffering emotional pain from your loss?

I didn’t want to put that burden on my family. I took action and got my life organized. Now, I’m saving you the months and months of work trying to figure out what information needs to be passed on to your family. I am saving you hundreds of dollars that an attorney would charge you to pull together the same information that I have already figured out.

That’s Why I Created
Peace Of Mind For You And Your Loved Ones

  • Protect your assets and protect your family with this complete and thorough guide to organizing your estate.
  • Follow step-by-step all your final wishes and important life information...right here in a convenient 3-ring binder.

The workbook is conveniently divided into eight chapters with labeled tabs for:

bullet

Chapter 1: Final Wishes.

This chapter focuses on the immediate needs of your family in the event of your death, and provides a guide to carrying out your final wishes.
 

bullet

Chapter 2: Personal Information.

This chapter focuses on the personal information of the immediate family members including birth, citizenship, residence, profession, and more.
 

bullet

Chapter 3: Health and Medical Information.

This chapter focuses on health and medical information, including your health care advisors, current medications, prior procedures, and medical history.
 

bullet

Chapter 4: Household Information.

This chapter focuses on the day-to-day household information for you and your family such as pet information, household service providers, utility companies, subscriptions, etc.
 

bullet

Chapter 5: Location of Important Documents.

This chapter focuses on the location of all important documents, as well as keys, passwords and combinations that your family will need in the event of your death.
 

bullet

Chapter 6: Financial Information.

This chapter focuses on your personal and business financial information including professional advisors, bank accounts, assets and liabilities, income and expenses, business ownership and intellectual property.
 
 

bullet

Chapter 7: Insurance and Benefits Information.

This chapter focuses on your insurance coverage, as well as benefits to which you are entitled.

bullet

Chapter 8: Estate Planning Information.

This chapter focuses on estate planning, and the people who need to be contacted regarding your estate planning documents. There is also a section for decisions about where you would like your material possessions to go.

You will find all this and much more in Peace Of Mind For You And Your Loved Ones. This workbook is a goldmine of valuable information to protect your family and your assets.

The Time to Plan is Now

There isn’t a better time to plan for your family than right now What could possibly be more important than their well-being after you are gone?

Yes, it is a lot of work. But don’t forget, I have done the hard part for you! I have outlined the questions and information you need to document for your family.

You have the easy part: fill in all the blanks. I don’t mean to make light of the situation, but by taking the time to go through this workbook, you are expressing your love for those closest to you. When this information is needed, your loved ones will be extremely grateful for your thoughtfulness.

Wouldn’t you want something like this if someone you loved passed away? Imagine trying to plan a funeral or “pick up the pieces” after a loved one has passed—all while being in an emotionally fragile state of mind.

Peace Of Mind For You And Your Loved Ones
Is
The Complete Guide to Organizing Your Estate

One of the hardest parts about losing a loved one is worrying about whether or not you have all the paperwork together. You wonder if you’re forgetting anything important. And the answer is usually “YES.”

During the fragile time of losing a loved one, it is difficult to think straight. How are you expected to think of everything?

That is the benefit of Peace Of Mind For You And Your Loved Ones. Think of it as a “Master To-Do List” a “Master Final Wishes List” and a “Master Who-to-Contact-for Anything and Everything List” all in one.

Peace Of Mind For You And Your Loved Ones is so much more than a “contact list.” It is a thorough, detailed workbook that keeps all your pertinent information organized and easy to locate. It makes your final wishes known and protects your family and assets.

"What Do Attorneys And Professionals Say About Peace Of Mind For You And Your Loved Ones?"

As an attorney, I have spent a majority of my time over the last 18 years advising clients on estate planning matters and then advising clients’ surviving family members on the probate and trust administration process after clients die. In the process, I have had a chance to observe the difficulty surviving spouses and children have with what seems to be a very daunting task. In many cases the task seems so daunting simply because of the emotional, and sometimes physical, weakness of the family members as a result of losing a spouse and/or parent. 

My training is in the law, and I am not equipped to advise surviving family members on the emotional aspects of recovering from their loss. I know that the most important thing that I can do is be supportive of the survivors as I guide them through the legal issues and processes they face. Still, I have often wished there was something more I could do to help clients and their families prepare for the death of a family member and cope with that loss once it happens.

Brian Bartes has been on the other side in the case of several deaths in his family and understands first hand how it feels to have to pick up the pieces and struggle through the estate or trust administration process. This book is exactly what every person (or married couple) should use to save their family hours of searching, wondering, stress and time, all at time when they are least prepared for additional uncertainty in their lives.

J. Thomas MacFarlane
Estate Planning Attorney


Peace of Mind For You and Your Loved Ones is an important resource to use in the estate-planning process. Attorneys will benefit by providing the book as a reference for clients. Laypeople can use it as an important supplement to the legal documents they complete with their attorney. Straightforward, insightful and practical, Peace of Mind offers the perfect resource for planning one's estate--no matter how large or small.

Daniel P. Dalton
Tomkiw Dalton, plc

The Great Thing About This Guide

When you receive Peace Of Mind For You And Your Loved Ones, your first reaction will probably be “WOW, there is a lot of information here.” And that’s a good thing! It means that this guide is complete, covering lots of information you hadn’t even thought of.

The convenient 3-ring binder format makes it extremely easy for you to take it with you around the house, to work, or anywhere you need to go to collect information.

The simple, organized layout makes it very easy for you to work on it at your own pace. You don’t have to complete it all in one sitting. It will take time. But the beauty of this binder is that you can keep your information organized while you are collecting it.

I designed Peace Of Mind For You And Your Loved Ones to let you work at your own pace. I just encourage you to make it a top priority in your life—as protecting your family and assets is a top priority.

Just think of the relief that you and your family will have once you have completed the guide!

  • NO more worries about your final wishes.
  • NO more worries about who to contact for what.
  • NO more confusion about how to protect your assets and family.

But you will have…

The Most Thorough and Complete
Guide to Organizing Your Estate.

Containing everything you need to know to give your family Peace of Mind.

But if you are still on the fence, please know that you also get my...

Risk-Free, 100%
Money-Back
6-Month Guarantee!

I am so confident in this product, that I am offering you a 6-Month Guarantee!

... YES, a 6-Month Guarantee!

Estate Planning Organizer With this 6-Month, Money-Back Guarantee, your purchase is risk-free. If you don’t find it beneficial, you can return it, no-questions-asked.

If you are not completely satisfied with Peace Of Mind For You And Your Loved Ones, simply contact me anytime (1-734-254-9970) and I will refund 100% of your purchase price. No questions asked.

This gives you an opportunity to review the product to see if your family will benefit from this information. If you don’t think you are getting your money’s worth, just return it.

But I think your family is so valuable to you that you will find this to be a wise investment.

Order right now!

At Last! A Simple Tool To Make Preparing
Your Estate Easy as 1-2-3!

If you’ve done any research on estate planning, you’ve probably found yourself overwhelmed with countless details, intimidating legal jargon, and an overload of confusing information.

No wonder you haven’t made your arrangements yet!

But estate planning can be made easy when you have a tool that will walk you through all the information you need to collect and plans you need to make.

When estate planning is this easy, why wouldn’t you set aside some time and set your family up—for a comfortable future?

If you don’t, you could be another statistic of someone who loses hundreds or thousands of dollars that could otherwise be given to your family. This money that you worked so hard for can be lost due to estate taxes, probate costs, and legal costs.

And let me make myself clear. It’s not that people want to become another statistic. No one wants to lose money. But it does happen. It happens because of a lack of knowledge of what needs to be done and how to get it done.

You’ll be happy to know that you don’t have to be an estate planning, financial, or legal expert to prepare your estate. All you need to do is make the time.

If you can do that, you and your family can be confident that your assets will be protected!

Peace Of Mind For You And Your Loved Ones is designed to help anyone prepare their family for the future...no matter how much or little you know about estate planning. You will benefit from this tool:

  • If you have a spouse and/or children. They will be able to know exactly what your final wishes are and the details to your estate.
  • If you have parents. They may or may not have made any preparations, but this will help you help them plan their estate.
  • If you have assets. In this workbook, you can clearly define who you want to have what assets so there is no confusion—and so they don’t go unclaimed—or worse, to the government!
  • If you are in the estate planning business. This tool will help your clients know how to organize their estate, while minimizing the confusion.
     

No matter who you are, you will have peace of mind, knowing your loved ones are taken care of.

Your Life’s “Snap-Shot” Recorded in
One Simple, Easy-to-Use Workbook

Peace Of Mind For You And Your Loved Ones is divided into eight sections. When each of the eight sections is completed, you and your family will have a comprehensive “snap-shot” of all the important details in your life.

Anyone who needs to know about your final wishes, financial information, or estate information, will be able to easily locate the data. And when the time comes to distribute your assets, there will be no confusion about your requests.

In Peace Of Mind For You And Your Loved Ones you will discover how to...

  • Outline your final wishes so there will be confusion for those who are making your funeral arrangements.
  • Determine what personal information you need to record concerning you and your immediate family.
  • Record your health and medical information so your survivors will know what health risks may threaten them someday.
  • Document your day-to-day household information so your family can “pick up the pieces.”
  • Summarize the location of your important documents so your family will know where to find this critical information in the event of your death.
  • Identify your personal and business information so your family will know how to manage your financial affairs when you are gone.
  • Outline your insurance and benefits information so your family can easily cancel accounts or transfer ownership.
  • Document your estate planning information so that your assets are distributed according to your wishes. 

Why Peace of Mind for You and Your Loved Ones is
The Best Product on the Market

This isn’t the first tool on estate planning, and it certainly won’t be the last. But this one is the best.

Other estate planning products either have too much information or not enough. Some products seem to be geared more for an estate planning attorney, rather than the average person just trying to protect the family.

This workbook is a complete guide that walks you step-by-step through every question you need to answer to develop a thorough, complete record of all your important information.

The instructions in the workbook are easy-to-understand, and there is plenty of space to record your information.

The workbook-style of this guide is easy-to-use, and allows you to complete the sections at your own pace. The eight sections are separated by labeled tabs in a three-ring binder so you can easily add pages.

I encourage you to show this guide to any estate planning attorney. If he or she does not think this is the best product on the market, you will get a full refund, no questions asked. 

Here Are 4 Extra Bonuses
Just For Trying Peace of Mind

I've come up with four incredible bonuses -- a $236.00 total value – that I am including absolutely FREE when you order Peace Of Mind For You And Your Loved Ones .

Bonus #1: Special Report ($79 Value)

"Understanding Federal Estate Taxes"

Estate planning can be confusing enough, but understanding the taxes involved is something that should not be avoided.

If you know how federal estate taxes work, you can reduce your tax by a significant amount. The best part is, you don’t have to be an estate planning attorney or an accountant to know how to do this.

This insightful special report will help you answer these questions:

  • What exactly are estate taxes?
  • Why do I have to pay estate taxes?
  • How can I reduce my estate taxes?
  • How do I protect my children from estate taxes?
  • And much more!

This special report takes complicated material and explains it in simple terms. What would normally cost $79 is yours FREE when you purchase Peace Of Mind For You And Your Loved Ones.

Bonus #2: Special Report ($59 Value)

"Top 10 Reasons to Create an Estate Plan"

Whether you just haven’t made the time to create an estate plan, or you’re not sure why you need one in the first place, this special report will convince you to make this an urgent priority in your life.

Why is it so urgent to create an estate plan now? Because you don’t know if you’re going to die today, tomorrow, in five months, five years, or in fifty years.

It will be hard enough for your family to deal with your passing. Don’t leave them with any “surprises” by not having an estate plan prepared.

In a clear, straight-to-the-point report, you will discover the top 10 reasons to create an estate plan now. Here are a couple reasons:

  • It ensures that your money and assets go to the people you want them to go to.
  • It gives you peace of mind so you can live the rest of your life knowing that your assets and family are protected.

This special report is a “must-read” for anyone who has not yet created an estate plan.

Bonus #3: Special Report ($49 Value)

"Estate Planning Mistakes...And How to Avoid Them"

Before you start planning your estate, you should be aware of the potential mistakes that could occur during the process. This special report will highlight the most common mistakes, then how to prevent them from happening.

This report will include the risks of making estate planning mistakes such as:

  • Not making adequate preparations.
  • Not disposing your assets properly.
  • Failing to arrange life insurance.
  • And more!

Don’t wait to read this report after you have created your estate. Save time, money, and frustration by reading it now. This special report—valued at $49—will be a priceless tool for you to use as you plan your estate.

Bonus #4: Special Report ($49 Value)

"Top 10 Reasons to Update Your Estate Plan”

Keeping your estate plan current is just as important as creating it—especially if you have significant changes to your assets or your family.

In this special report valued at $49, you will learn the most important reasons to update your estate plan, including:

  • A substantial increase in asset value
  • A divorce in the family
  • A change in tax law
  • And more!

This special report will help you understand the risks you and your family face by not keeping your estate plan updated. And this can be yours for FREE when you order Peace Of Mind For You And Your Loved Ones!

Remember Those Questions I Asked You Earlier?

If you unexpectedly die tomorrow:

  • What would your family do?
  • Do they know your final wishes?
  • Do they know who to contact about your financial matters?
  • Do they know your complete family history?

If you don’t have the answers, then your family certainly doesn’t either.

Don’t wait to plan for your family’s future until you are older, or when you are ill. By then it may be too late.

Take action now. Give them the best gift you can possibly give them—the gift of a secure future.   

Peace Of Mind For You And Your Loved Ones is your solution now to protect your family and your assets later.  

And It’s Much Less Than Hiring An Estate Planning Attorney

When you complete Peace Of Mind For You And Your Loved Ones you can be confident that you have collected the right information, answered the right questions, and have set your family on the right track for moving forward in life without you.

The critical questions presented in this workbook are the same critical questions that an estate planning attorney would ask you. The only difference? The price.

An estate planning attorney will charge you $175 an hour...and that’s on the low end for estate planning attorneys. You could end up paying several thousand dollars! 

I've had estate planning attorneys and other business professionals review Peace Of Mind For You And Your Loved Ones and they couldn’t believe that I was only charging $79 for the entire workbook. I have been told that I should charge $279, $379, even $579.

But, I’m not trying to make a huge profit. I’m trying to help you help your family.

SPECIAL OFFER!

Hurry! For a Limited Time Only, You Can Purchase Peace of Mind For You And Your Loved Ones For Only $79!

Pay Your Attorney Thousands Tomorrow, or Invest $79 Today!

If you’re still not sure if you should order this book today, I encourage you to ask someone in your family if you should order it...before it’s too late.

And, don’t forget. This product has a Six-Month Risk-Free Guarantee. If you are not completely satisfied with the product, you can get a 100% refund, no questions asked.

Plus, you can keep the bonus offers.

If that doesn’t show you how confident I am in Peace Of Mind For You And Your Loved Ones I don’t know what will!


Click here to ORDER NOW securely and safely!

Order now! I know that you want to protect your family and your assets. This is the time to do it – Now!

Kind regards,


Brian Bartes, Founder and President
Legacy Publishing Group

P.S.: Other people are already benefiting from Peace Of Mind For You And Your Loved Ones. Here’s a letter I received recently:

Dear Brian,                                                   

I was recently reminded how unpredictable life is after I lost three very close people to me in just two months. The most surprising death was that of my good friend who was my age.

Through my years in running businesses, I’ve always been very careful to have back-up plans for different “What would happen if…” scenarios. This was my reassurance that my company would survive if something unexpectedly went wrong.

After these deaths, I started to apply this business-thinking to my personal life “What would my family do if I passed away unexpectedly?” “What would happen to my assets without a will?” I have four filing cabinets full of personal, financial, and business information…I knew I had a lot to figure out, but I wasn’t sure where to begin.

I thought I would need to hire an estate planning attorney, but then I came across Peace of Mind For You and Your Loved Ones. I realized that this was exactly what I needed to get my estate planning information organized in one central location. I can’t imagine not having this valuable product for my family.

Mike Cowman
Lighthouse Point, FL

P.P.S.: Do you have friends, families, neighbors, or coworkers who would benefit from Peace of Mind For You and Your Loved Ones? This would make a great gift for all the special people in your life. Click here to order multiple copies today!

P.P.P.S.: Purchasing, and completing, this book is really an expression of love for those closest to you. When this information is needed, your loved ones will be extremely grateful for your thoughtfulness. Thank you for taking this important step. Click here to order your copy today! 


The information in this site is provided with the understanding that the publisher is not engaged in rendering legal, tax or investment advice. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree not to hold any employee of Legacy Publishing Group liable for action you take based on the information in this website or in the book Peace of Mind for You and Your Loved Ones.

 

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