We have previously noted* on these pages that an important part of succession planning is gathering your key information such as account numbers, contact information, passwords, etc. so that members of your family can find what they need when the time comes. We recommend Erik Dewey's Big Book of Everything, available without cost in either PDF or Excel format, to help with this endeavor. If you use it and you like it, as he says, buy one of his books.
* See our October 11, 2011 post entitled A Real Bucket List
Subscribe to:
Post Comments (Atom)
-
The Lion Cub deed is an elusive creature. It is fleetingly mentioned on the web sites of some Michigan estate planning and real estate attor...
-
We recently posted our commentary on the use of a so-called “lion cub” deed, noting that two or more people who are granted ownership of re...
-
The 2019 SECURE Act made a major modification to post-mortem distributions of funds from IRAs and qualified retirement accounts to non-spous...
No comments:
Post a Comment