Product Description

Suze Orman's Financial Package is a systematic approach for organising your essential documents. The Financial Package is very different from any other product of this type, because Suze has included three CDs that actually include the forms and instructions to create your own advanced directive with durable power of attorney for health care, financial power of attorney, will, and a trust.

Product Details

• Amazon Sales Rank: #1239907 in Books
• Published on: 2003-01
• Original language: English
• Binding: Paperback
• 169 pages

About the Author
Suze Orman is the author of the New York Times bestsellers The 9 Steps to Financial Freedom; ISBN: 0-609-80186-4; The Courage to Be Rich, ISBN: 1-57322-125-2; and Suze Orman’s Protection Portfolio, ISBN: 1-4019-0104-2, which sold 100,000 on QVC in five hours. A certified financial planner, she began her career as an account executive at Merrill Lynch and went on to become a vice president of investments at Prudential-Bache before founding her own firm in 1987. She has hosted two PBS specials based on her books; writes a monthly column for Self magazine; and has appeared numerous times on Oprah, Good Morning America, CNN, CNNfn, and CNBC. Orman lives in California.

Customer Reviews

Great Value/40 Forms/PC & Macintosh Compatible
"Please take the necessary steps today to protect your tomorrows." ~Suze Orman

I was amazed at how much you can get these days for twenty dollars. This packet has one book filled with form samples and information, A CD-ROM with forms for various documents and two instructional CDs.

Suze Orman has created this protection portfolio so you can easily create a Will, a Revocable Living Trust or even a Cohabitation Agreement. She explains the most important documents that everyone must have and then explains how compiling these documents ahead of time will help prevent worry and stress if the unexpected occurs.

You will find forms and websites for the following information:

Credit Report/Card Documents
Important Personal Documents
Home Ownership Documents
Personal Insurance Documents
Social Security Documents
Retirement Plan Documents
Investment Documents
Estate Planning Documents

The book is divided up into 11 main chapters. The list of how long to keep various documents was very interesting. Suze shows you how to get rid of financial clutter all while organizing your documents. Then, she shows you how to get credit reports or file complaints with a Credit Bureau. Chapter three delves into Personal Documents. Here you can collect documents listed in the Important Personal Documents list. Chapter four deals with Home Ownership.

Then on to documents about automobiles, recreational vehicles and boats. Chapter six delves into the area of Personal Insurance Policies and Records. Chapter seven explains social security statements and cards. Chapter eight explains Retirement. Investments, Estate Planning Documents and Tax records complete this comprehensive book.

In the back of the book you will find a unique "Protection Portfolio Filing System." You can order additional items for about the same price as this portfolio.

Other features include:

The Protection Portfolio Emergency Contact Cards
The Protection Portfolio Help Site

Suze Orman is a contributing editor to O: The Oprah Magazine and has been called "a force in the world of personal finance." She is definitely organized and finally the world of Wills, Advanced Directive and Durable Power of Attorney all start to make sense. Life is complicated, but Suze Orman makes this all seem so easy to understand.

~TheRebeccaReview.com

Protection Help is there to help if you have any questions
If you have trouble accessing your CD-ROM, completing a form, or understanding any part of the Protection Portfolio system -- simply fill out the Protection Help e-mail form and a Protection Help support person will contact you to help resolve any issue you may encounter. On the label of your CD-ROM you will find instructions and codes to access Protection Help. When you go to Protection Help you'll also be able to download updates so you always have the most recent version of the CD-ROM.

When e-mailing please make sure you use the Protection Help e-mail form and not the e-mail form to submit a question to the Suze Orman Show. If you use the Suze Orman Show form your e-mail will be sent to the producers of the Suze Orman show and not to the Protection Help support team.

zProtection portfolio
The book was fine but the CDrom for the forms I can no longer
get on my computer. What good is the book without being able
to print out the forms for a revocable trust. I have asked
twice for an answer to this problem and received no communication from you. What can I do?????? My Email address is anfjef@optonline.net