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While most of us have thought about putting together an estate plan, it is not usually at the top of our “to do” list given the many things we juggle on a daily basis: work, taking care of kids or elderly parents, managing households, keeping up the house or garden, planning vacations, trying to exercise, seeing friends. . . and the list goes on.
As a result, many people now find themselves in the midst of a lethal and unpredictable global pandemic wondering what would happen to them and their loved ones if they became ill. Estate planning has suddenly become a top priority, but, given shelter in place orders and social distancing, putting together an estate plan right now can feel overwhelming.
Here is a short list of the bare-minimum estate planning documents that everyone should have in place as we move through this pandemic:
If you want more information on preparing these essential documents or estate planning in general, give me a call at 208-995-9224 or shoot me an email - email@example.com
Most people I know have years of old papers tucked away in filing cabinets, piled up on desks, or stored in the infamous “To Be Filed” folder. In the world of estate planning, these troves of documents are often left for heirs to sort through after a loved one’s passing. A big reason for this is that we don’t know what records to keep or for how long.
Here’s a list of the types of documents you should hang on to and the amount of time to keep these records.
Keep indefinitely in a safe place (such as a fireproof box or safe)