Organize your important papers and let someone know where they are.
SAFE-DEPOSIT BOX - list of insurance policies, deeds and titles, marriage licenses and divorce decrees, birth certificates, home inventory, Social Security cards, stock certificates, list of bank accounts, brokerage accounts, certificates of deposit and credit cards (with account numbers and branch locations)
AT HOME - insurance policies, passport, tax returns (past seven years), wills and trusts, power of attorney, medical directives, funeral and burial instructions, list of bank accounts, brokerage accounts, certificates of deposit and credit cards (with account numbers and branch locations), copies of legal documents you filed with your lawyers, and a list of the accounts in your safe deposit box
LAWYER - will, medical directive, power of attorney, burial instructions, trusts
Durable Power of Attorney for Finances - A durable power of attorney for finances is a document that gives another person the ability to make financial decisions for you if you become incapacitated and can't do so for yourself.
Estate planning to save taxes
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