Savvy Senior: How To Tidy Your Business | Local news


• 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.

Financial documents

• Financial Accounts: Make a list of all of your bank, brokerage, and mutual fund accounts, and any other financial assets you own.

• 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.

• Benefits: List any retirement plans, pensions or health benefits from your current or former employer, including contact details for the benefits administrator.

• 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 .

• 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.

• Taxes: Include the location of your tax records and contact information for your tax preparer.


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