1. Have you done your estate planning…Wills, Trust, Power of Attorney for financial matters, Power of Attorney for Health Care?
  2. Where do you keep your original documents?
  3. Do you have a list of all of your bank accounts, investment accounts and retirement accounts?
  4. Have you designated who gets “specific gifts” (the things us kids will fight about if you don’t indicate who they go to)?
  5. Have you pre-arranged for a funeral/burial/cremation?
  6. Do you need to review your estate plan?
  7. Can I give you Trent’s number?
By |2007-11-07T21:19:07+00:00November 7th, 2007|Law, Life, Lists|0 Comments

About the Author:

Trent C. Marcus is a regular guy who like his family, Jesus, Guinness, soccer, and the law

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