Savvy Senior: How To Tidy Your Business | Local news
â¢ Advance healthcare directives: This includes a living will and a medical power of attorney, which set out your wishes regarding your end-of-life medical treatment when you can no longer make decisions on your own.
â¢ Financial Accounts: Make a list of all of your bank, brokerage, and mutual fund accounts, and any other financial assets you own.
â¢ Debt and Liabilities: Make a list of all the loans, leases, or debts you have – mortgages, car loans, student loans, medical bills, credit card debt. Also make a list of all credit and charge cards, including card numbers and contact details.
â¢ Benefits: List any retirement plans, pensions or health benefits from your current or former employer, including contact details for the benefits administrator.
â¢ Insurance: List the insurance policies you have (life, long term care, home, automobile, Medicare, Medigap, prescription drugs, etc.), including policy numbers, agents and phone numbers .
â¢ Ownership: List the real estate, vehicles, and other properties that you own, lease, or lease, and include documents such as deeds, titles, and loan or lease agreements.
â¢ Taxes: Include the location of your tax records and contact information for your tax preparer.