FRIDAY, MAY 15, 2020
These days when the world seems a little bit upside down, we believe more than ever that preparation and organization is essential. While everyone is having a little more “stay at home time” we recommend putting together a guide to all important documents for your family. We thank Steve Braun from Northwestern Mutual for providing us with this helpful guide.
A Guide To the Future. It includes some of the following:
- Record Locator: Safety Deposit, Birth Certificate, Marriage License, Tax Records, House Title. Car Title, Power of Atty, Living Will, Trust
- Personal Advisors: Banker, CPA, Atty
- Financial Accounts: Bank, Investments, Insurance, Annuities
- Employee Benefits: 401K, Pension, Group Health, Group Disability, Deferred Comp
- Social Security Benefits
- Business Ownership
- Final Wishes: Type of burial, location of service
- Social Media: Logins and Passwords –Digital Asset Inventory to get you started
We hope that this guide will help you get organized and feel a little more prepared.
Posted 2:00 AM
No Comments
Post a Comment |
|
Required
|
|
Required (Not Displayed)
|
|
Required
|
All comments are moderated and stripped of HTML.
|
|
|
|
|
|
NOTICE: This and all content is developed from sources believed to be providing accurate information.
The information in this material is not intended to be used as tax or legal advice. Please consult with a tax and/or legal professional
for detailed information regarding your individual situation. Some of this material was developed and shared by Chartwell Insurance Services to provide information
that may be of interest. Chartwell Insurance Services is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm.
The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
|