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

Posted: 02.3.2016

PLANNING 201 -

  • Emergency contacts: with current email addresses and mobile numbers
  • Medicines: including notes on how they are taken, who prescribed them, which pharmacy filled them
  • Doctors: names, locations and specialties
  • Financial/legal service providers: list all lawyers, bankers, trust officers, financial advisors

Creating a "life plan" is a project that's increasingly complicated in today's digital age. We hope this step-by-step plan will assist you.

Stay tuned for Part III

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