I nt r oduc ngt henew bookbyscot tchaney! Enj oyt hepr ev ew nc uded ns det h spdf. TheMust HaveI n or mat on Or gan zer oryou,your am y andyourc ent s. Th s126pagepr nt edbook s ava ab eatlu u. com oron y $19. 99. C ckont hescr eenshot be ow t ov s tt heor der ngpage. Youcana sov s tourwebpageat ht t p: / / Wher esmyst u. com Youcan nst ant ydown oadourebook oron y$7. 77andpr nt tyour se. TheWher e' smyst u Book s at hought uandver yuse u t em t hatyoucang vet o am y, r endsorc ent s.i youoryourcompanyar e nt er est ed nvo ume Pur chas ngp easeema usat I n o@wher esmyst u. com t o r equestaquot e.
Introducton Ths organzer was put together as a resut o a search or somethng smpe and easy to use to keep track o stu n case o death or ncapactaton. It s appcabe or ages eghteen to one hundred and s desgned to t some o the burden or oved ones et behnd to dea wth the gre and oss assocated wth death. Ths organzer provdes you wth a way to express your na wshes, and hopeuy the normaton provded w make thngs a tte easer n ocatng mportant tems and documents so your estate can be cosed and oved ones can pck up the peces and go on wth ther ves. Organzaton comes n many orms, and athough I have used the KISS (Keep It Smpe, Stupd) prncpe, many o the headngs and sectons can be ound n other pubcatons. But my research has ound none to be short, sweet, and easy to use. Hopeuy you w nd ths one user-rendy. I an advsor gave you ths organzer, he or she s to be compmented, as he or she reay cares about you and your oved ones. I you are purchasng ths on your own, congratuatons, as you have taken the rst step n showng your oved ones how much you care about them shoud you have an untmey death. Share ths organzer wth your oved ones, and et them know where you keep t. Consder schedung a amy meetng to et oved ones know o the organzer s exstence and ocaton. It shoud be updated yeary or exampe, when you e your tax return or durng the hodays when you gather wth your oved ones. Have a pen and penc ready! Some sectons shoud be competed n nk and others n penc to actate changes that may occur n the uture at revew tme. Do not expect to compete ths organzer n one sttng. Some o the normaton may not be ready avaabe, and some research may be needed. I sectons are not appcabe, smpy eave them bank, as they may appy n the uture. In some sectons, space s provded to make speca notes, so take advantage o any addtona normaton you wsh your oved ones to have.
About the Author Scott L. Chaney s a resdent o Tampa Forda. He has been marred to Paua or orty our years and has two chdren, Tate and Cashawna, and our grandchdren, Abga, Garrett, Grant, and Landon. Hs career n the nanca servce ndustry began n November 1970 when he was twenty-one. Hs experences ncude ownng and operatng a property and casuaty nsurance agency, a group benets agency, a e and heath nsurance agency, and an a-encompassng nanca servce rm. Havng empoyed more than thrty peope, he certany knows the tras and trbuatons o beng a sma busness owner. Scott earned hs undergraduate degree rom Oho Weseyan Unversty n Deaware Oho n 1971. He urthered hs educaton by securng advanced degrees rom the Amercan Coege. Those advanced degrees ncude Chartered Le Underwrter (CLU), Chartered Fnanca Consutant (ChFC), and Regstered Heath Underwrter (RHU). He s an nvestment advsor representatve or Sgma Pannng Corporaton. The many hours spent puttng ths organzer together s hs egacy to hs proesson. Pease compete t as he has or hs oved ones. He wecomes comments and can be reached va schaney@chaneygroup.com. Revews / Testmonas Are not the most mportant thngs n e our God, amy, heath, and rends? A the rest o e represents our stu. I coud gve you a thousand reasons you shoud compete ths organzer, but ater your revew o ts contents ew addtona words o encouragement w be needed. Scott L. Chaney, CLU, ChFC, RHU Fnanca Advsor Ths organzer s a great way to record and coect persona amy normaton. The journa concept s great and w be a huge hep when the need or normaton arses. Scott has been very hepu to my we and me n organzng our ves. I thnk ths w hep many peope organze ther ves as we. Wam Sangster, MD
Havng worked proessonay wth Scott Chaney or over twenty-sx years, I can say that hs knowedge n hs ed and the trust between Scott and hs cents s qute cear n hs success. He doesn t just hep them once, he contnues to reach out to them to norm them, gude them, and keep them educated to better ther ves. Ths organzer s a reecton o hs care or what you need to do pror to crss tme. Once agan, Scott thnks ahead and, keeps peope normed by ookng out or ther best nterest. What a egacy he has created or many. Kate Leaver, Owner Leaver Insurance Agency Property and Casuaty Scott has constructed a very eectve ramework or keepng track o that vta stu, most o whch you don t know you need unt you need t. Tm Badwn, Presdent San Antono Ctzens FCU The organzer w be a vauabe too to gather and store normaton or when t s needed. Raymond Ear Sturwod, CPA Ths organzer s a must have. My ather spent months handwrtng one or my mother, and I aways admred hm or the care and thought t took. Now Scott has done one or us a! It s a concse, a n one pace, handy too to remove the guesswork and hep ease the hardshp. There s nothng et to chance! Jack Prather, Owner Energy Consutants and Management I ove the dea o havng a mportant normaton n one pace. The organzer aows or communcatng openy wth your spouse and amy normaton that coud otherwse be dcut to dscuss. The grevng process s dcut enough, and ths organzer w hep essen that burden. Cashawna Schossnage, ARNP As a nanca advsor, I know ths organzer woud be ke a bbe to the nanca servces ndustry. I certany w use t and make t avaabe to my cents. Danny Oss, Fnanca Advsor OSSI Fnanca, Tampa, Forda
THE FOLLOWING Pages are a Sampe o what you' nd nsde the Where's My Stu Book! Ws/Trusts/Durabe Powers/ Heath Care Powers In ths secton, record the ocaton o the above documents. Hopeuy, you have executed them. I you de wthout a w, state aw and the courts determne who w admnster your estate, hande nanca matters, and act as a guardan or your mnor chdren. Wth a w, durabe powers, vng w, and heath-care powers, you choose. Not everyone needs a trust, but certany everyone snge or marred shoud have the other three documents. It s o obvous mportance that oved ones know the ocaton o the orgna documents. Orgna documents pertanng to heath care and durabe powers shoud not be ocked up, and ther whereabouts shoud be known by those cosest to you. They may be needed n the event o ness. Pease note that we are not attorneys and n no way are gvng ega advce. Aways seek out a competent attorney when gettng documents executed, not to menton gettng ega nterpretatons as to how they may appy n your stuaton. 27
My Documents The Locaton o My Orgna W Executed on. The Locaton o a Copy. The Locaton o My Durabe Powers Executed on The Locaton o a Copy. The Locaton o My Orgna Heath-Care Powers Executed on The Locaton o a Copy. The Locaton o My Trust Executed on. The Locaton o a Copy. The Locaton o My Lvng W Executed on. The Locaton o a Copy. 28
My Spouse s Documents The Locaton o My Orgna W Executed on. The Locaton o a Copy. The Locaton o My Durabe Powers Executed on The Locaton o a Copy. The Locaton o My Orgna Heath-Care Powers Executed on The Locaton o a Copy. The Locaton o My Trust Executed on. The Locaton o a Copy. The Locaton o My Lvng W Executed on. The Locaton o a Copy. 29