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A FOUR PART STEP-BY-STEP GUIDE TO LIFE PLANNING

Posted: 02.1.2016

Benjamin Franklin famously claimed that death and taxes are life's only certainties. Unfortunately, most people are more conscientious about preparing their tax returns than preparing for their death. But take a moment and consider the impact of NOT planning. How would it impact your loved ones.

Planning 101: The Basic Documents

  • Instructional - wills and trusts
  • Care planning - advance directive, living will, health care proxy, do not resuscitate (DNR)
  • Financial - bank accounts, credit cards, investments, safety deposit box information
  • Insurance - life, health, homeowners/renters, long-term care, disability
  • Benefits information - pensions, retirement, Social Security, Veterans Administration
  • Legal documents - real estate deeds/titles, marriage/birth certificates, divorce decrees
  • Arrangements - power of attorney, eldercare, funeral, dependents, pets

Stay tuned for Part II for completing your life plan.

Contact Swanson Realty Today: 910-454-4450 | 4701-2 Southport-Supply Road, Southport, NC 28461