This book will help families to cope with one of the unavoidable difficulties of modern life - the need to keep track of a mass of essential personal information. It contains a set of 35 specially designed forms for recording such data systematically and in an easily retrieved format.

The accompanying text introduces the subject of maintaining adequate family and investment records. It explains some of the ramifications in regard to powers of attorney, computer records, income tax and capital gains tax. The points to be considered when drawing up a will are discussed in some detail.

Users of this book will be able to avoid some traumas. They will not suffer unexpected financial disaster through being underinsured because they have not directed their minds to the range of assets which they own or to their current value. They will be able to deal with problems such as lost credit cards.

No longer will widowed persons have to struggle because of missing documents, non-existent records or hard-to-follow files set up by their spouses. The forms are simple to use and cater for many different circumstances. They will ensure that nothing essential is overlooked.

With a Glossary of about 120 terms and a Foreword by Justice Howard Nathan. A complimentary CD-ROM form printing utility is included.

132 pages   9781863503235   RRP $A34.95 including the CD-ROM