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Stress Reduction Group
Family Matters Discussion Checklist
Rizwan submitted, posted
1 Year, 2 months, 1 day, 9 hours, 54 minutes ago |
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| Tn the right circumstances and if all heirs cooperate, however, such holiday gatherings can be an effective way to mix business and pleasure during the holidays... |
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Family Matter
submitted, posted
1 Year, 2 months, 1 day, 9 hours, 54 minutes ago
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| 1. Do I have an updated will? (All adults should have one, not just senior family members.)
2. Are there specific family heirlooms I would like to receive someday (or give to a specific family member)? These decisions can be included in your will.
3. Do I have guardians for minor children?
4. Do I have a durable power of attorney?
5. Do I have a living will and medical power of attorney? You have a legal right to specify the level of care you wish to receive if you are incapacitated. Most of all, you can designate the individuals responsible for making such decisions.
6. Are my life insurance, pension, IRA and annuity beneficiary designations current?
7. Are all my important documents in one place, such as a safe deposit box? Are designated family members’ names on the signature card?
8. Do I have a list of important information, such as bank and other account numbers, life insurance policies, retirement accounts, and other assets, along with the names and contact information of my attorney, accountant, New York Life agent, and other professionals?
9. Do I need to contact my attorney to update my will, or my New York Life agent to review my life insurance and other plans? |
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Good Advice
RavenCares submitted, posted
1 Year, 2 months, 1 day, 9 hours, 54 minutes ago
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| That's great advice for planning in the event something happens to us. Thanks! |
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Good Idea
Sissy submitted, posted
1 Year, 2 months, 1 day, 9 hours, 54 minutes ago
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| Everyone should think about the unthinkable. Even though we think we have a long life ahead, doesnt always mean that we do. Prepare - is the best key!
Sissy |
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