|
|
 |
|
 |
|
|
A will is a legal document that gives direction concerning the disposition of your assets and payment of your final debts. A will can be modified as your life changes.
- You want to choose the beneficiaries of your possessions.
- You want to choose who will serve as guardians for your minor children.
- You want to choose who will serve as steward to your estate.
- It can provide a means for tax savings.
- Personal items such as jewelry, furniture, heirlooms, car.
- Financial assets such as checking, savings, CDs, stocks, life insurance.
- Retirement Funds including IRAs, 401Ks, SEPs, etc….
- Real Estate including house, farm, vacation property, mineral rights.
- Family.
- Church.
- Charities.
- Other.
- To care for my minor children.
- To execute the wishes stated in my will.
- Current Will.
- Current Power of Attorney.
- Current Living Wills/ Health Care Power of Attorney.
- Deeds.
- Annuity Policies.
- Life Insurance Policies.
|
|
- Nursing Home Policies.
- Most recent bank statements.
- Most recent investment statements.
- Most recent real estate tax statement.
- Retirement account with designated beneficiaries and current value.
- CDs or printout of dollar value, ownership & POD.
|
|
|
|
|
|
|