Make sure to note all of your account numbers, locations of any signed agreements, and contact information for companies that hold the debts. You want to have another list that includes credit cards or other financial obligations you might have, including automobile loans, mortgages, and home equity lines of credit (HELOCs). Make sure to include all of the account numbers and list the locations of physical documents. ![]() You may have a number of non-tangible assets such as brokerage accounts, 401(k) plans, individual retirement arrangements (IRAs), bank accounts, life insurance policies, and many other policies. In addition to the home itself, you should also note valuable electronics, jewelry, certain collectibles, and motor vehicles. Itemizing an Inventoryīegin by making a complete list of all the items of value to you both inside and outside of your home. Here are some examples of the types of things you are going to want to remember when developing your estate plan. Know that designating certain beneficiaries on your retirement accounts and completing a transfer on death (TOD) designations on other accounts can help keep your assets from passing under a will. ![]() You will want to account for every one of your assets and wishes to ensure the execution of a set plan after your death, and you will want the help of a Roseville estate planning attorney from The Sterling Law Group. The concept of estate planning involves far more than just you writing a will.
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