For more information, please contact us: http://www.pmaadvisors.com/contact_us.phpDesign your death dossier soon -- or you could be setting up your heirs for frustration and financial pain.
- Marriage license
- Divorce papers
- Personal and family medical history
- Durable health care power of attorney
- Authorization to release health care information
- Living will
- Do-not-resuscitate order
- Housing, land, and cemetery deeds
- Escrow mortgage amounts
- Proof of loans made and debts owed
- Vehicle titles
- Stock certificates, savings bonds, and brokerage accounts
- Partnership and corporate operating agreements
- Tax returns
- Life insurance policies
- IRAs
- 401(k) accounts
- Pension documents
- Annuity contracts
- List of bank accounts
- List of user names and passwords
- List of safe deposit boxes
- Will
- Letter of instruction
- Trust documents
Tuesday, July 5, 2011
WSJ: The 25 Documents You Need Before You Die
Wall Street Journal, The 25 Documents You Need Before You Die:
Labels:
estate planning,
legal,
Tax Planning