Personal Finance 1 Worksheet 23

Personal Finance 1 Worksheet 23 - Y Any business agreements...

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W23 Do you and the members of your family know the location of . . . Y Your will, durable power of attorney, and living will (with the name of the attorney who drafted them)? Y The name of your attorney? Y Your letter of last instructions, including burial requests and organ donor information? Y Your Social Security number? Y Your safety deposit box and the key to it? Y A record of what is in your safety deposit box? Y Your birth certificate? Y Your marriage certificate? Y Any military discharge papers? Y Insurance policies (life, health, and property/liability), along with the name of your insurance agent? Y Deeds and titles to property (both real estate and real, for example, automobiles)? Y Your stocks, bonds, and other securities, and who your broker is?
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Unformatted text preview: Y Any business agreements, including any debts owed you? Y All checking, savings, and brokerage account numbers, along with the location of those accounts? Y The name of your accountant? Y Your last year’s income tax return? Y The name of past employers, along with any pension or retirement benefits information? You should also 1. Calculate the size of your estate. 2. Estimate how much of your estate would be lost to taxes if you died. 3. Know who the executor of your will is and who your beneficiaries are. 4. Select a guardian for your children if they are under 18. ESTATE PLANNING WORKSHEET...
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