Estate docs
Are all of your estate docs up to date and accessible?
Save family and friends the burden of having to figure out what you want. Take some time to put together your Will/Trust, Health Care Directive & Power of Attorney. Give a copy to a relative or close friend so they don’t have to search your things to find it.
Re-visit your bank accounts, IRA’s, brokerage accounts etc. and make sure you have designated a beneficiary and/or a transfer at death clause.
Both Estate and VIP’s should be stored in a safe or water/fire proof bag.
Are all of your estate docs up to date and accessible?
Save family and friends the burden of having to figure out what you want. Take some time to put together your Will/Trust, Health Care Directive & Power of Attorney. Give a copy to a relative or close friend so they don’t have to search your things to find it.
Re-visit your bank accounts, IRA’s, brokerage accounts etc. and make sure you have designated a beneficiary and/or a transfer at death clause.
Both Estate and VIP’s should be stored in a safe or water/fire proof bag.
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