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What your family should know
So long as things are going fine for you, there are probably many things you do not tell your family and loved ones about on a day-to-day basis. However, if something should happen to you, what should your family know and how are they going to discover these things?
The usually answer is that you have insurance policies in one place, banking information in another place, the title to the car somewhere else, and the deed to the house in yet another location.
Location, Location, Location
When something happens to you, it will make the whole experience much easier on everyone if you have already organized your assets in some manner. When we prepare a Revocable Living Trust for clients, we give them an Estate Planning Portfolio which has a place to keep the documentation on their assets. This provides one simple location to keep all their Estate Planning Documents and all the information needed about their assets.
Even if you do not have an Estate Planning Portfolio, you need to let others be aware of the location of all your important documents and other information about your assets.
Please click here to contact to learn more about this subject.