The SETP Partners Family Handbook（喂伙伴的家庭手册）.doc

The Society of Experimental Test Pilots Partners Family Handbook 2012 Table of Contents Page Mission Statement 4 Foreword 5 I. Introduction 6 A. Who Does This Handbook Apply To? 6 B. What Is the Purpose of This Handbook? 6 C. Isn’t This Material Already Available? 6 II. Establish the Vision 7 A. Vision and Values -- Preserving Them When We’ve Lost a Family Member 7 B. Establish the Vision First – Make a Date to Talk about What You Want 7 C. Begin with the End in Mind 7 D. Home/Shelter 9 E. Income 10 F. Pension 10 G. Employment 11 III. Estate Planning 14 IV. Wills 15 A. What Is a Will? 15 B. Probate 16 C. Important Documents to Have in Addition to a Will 19 V. Trusts 21 A. Trusts - What Are They and Do I Need One? 21 B. Revocable and Irrevocable 21 VI. Pulling Your Team Together 23 A. Meeting with an Advisor 23 B. Meeting with an Attorney 24 VII. Preparation for the Important Documents Checklist 25 A. Where to Begin? 25 B. Important Documents Checklist 27 1. Insurance 27 2. Assets 28 3. Debts 29 4. Income 29 5. Expenses 29 6. Estate Planning 29 7. Personal Data 30 8. Family Information 32 9. Emergency Contacts 33 10. Funeral/Burial Instructions 35 11. Obituary Information 36 C. Keeping it Relevant 38 1. Who Should Have Copies and Where Should They Be Stored? 38 2. When Should It Be Updated or Revised? 39 3. How Should Updates and Revisions Be Done? 39 VIII. In Case of Death 40 A. What you Need To Do 40 B. Timeline Checklists 41 C. Applying for Benefits 45 1. Social Security 45 2. Veteran’s Benefits 46 3. The SETP Scholarship Foundation 47 4. Insurance 47 Appendix A: Glossary of Terms 48 Appendix B: Frequently Asked Questions 50 Appendix C: Advanced Medical Directives (California Samples) 55 Appendix D: Other Resources and Web Links 63 Appendix E: The SETP Partners Handbook (The Really Short Version) 64 Mission Statement The mission of the Society of Experi