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Contents

Book One: Estate Planning

Introduction: The Planning Process ………………………………………………………………….  Page    5

Estate Planning Checklist ..................................... ………………...............................    Page    6

Personal/Business Information ............................…………………………………………….   Pages   8-12

Special Needs Trusts…………………………………………………………………………………………   Page    12

Trusts, Wills, Probate, Executor Duties ...…………………………………………………………   Pages   13-18

Asset Protection Trusts……………………………………………………………………………………    Page    18

Book Two: Budgeting

Introduction………………………………………………………………………………………………………  Page    19

Personal/Business Budget ………………………………………………………………………………..  Pages   20-22

Retirement Budget……………………………………………………………………………………………. Pages   23-24

Long Term Health Care /Medicaid/Medicare ……………………………………………………….            Pages   24-25

Impact of Withdrawal……………………………………………………………………………………….. Page    24

How Much Life Insurance do you need?……………………………………………………………. Pages   25-26 

Book Three: Investments

What type of investor are you…………………………………………………………………………   Pages   27-28

Risk assessment questionare………….....................................................................    Pages   28-29

Who regulates this stuff/types and classification of funds………………………………   Pages   31-34

Understanding   mutual funds, ETFs, annuities, funds of funds, hedge

funds, options, managed money, and more……………………………………………………    Pages   35-41

How to calculate returns…………………………………………………………………………………    Page    36

Protecting your 401K/IRA and income………………………………………………….               Page    36

How to handle annuities, 401K, and IRA’s during a divorce settlement….            ……..            Page    39

How to calculate bond returns………………………………………………………………..            ………            Page    39

Using stop-loss and limit orders to protect your profits

or limit your losses/selling short/credit risks……………………………………………………   Pages   42-47

A comprehensive investment checklist …………………………………………          …………………            Pages   47-48

How to help choose an adviser………………………………………………………………………     Page    49

Web site references……………………………………………………………………………………….     Pages   50-51

Financial Definitions……………………………………………………………………………………..      Pages   51-59

Estate Definitions………………………………………………………………………………………….      Pages   54-58

Summary……………………………………………………………………………………………………….      Page    58