Estate Planning While Under Quarantine
Chances are, you have been under a new quarantine-like schedule for several weeks now. Many are using this extended time at home to declutter and organize. While you are going through boxes and documents, why not kill two birds with one stone and gather together many of the documents your attorney will want to review in order to draft your estate plan? Doing so will help you check “estate planning” off your “to do” list and can bring a great sense of accomplishment and relief during this stressful and uncertain time. Some of the documents that are helpful to review during your estate planning are: Life insurance policies Pension, annuity, and retirement account statements Checking and savings account statements Money market accounts and certificates of deposit statements Stocks and bonds statements Real estate deeds Vehicle, boat and trailer titles In addition to gathering up your documents, here are a few things to begin thinking about so you can discuss them with y...