By: TimoStevens (Wealth Sage, 2009)
Keep all your important financial and legal information in a central file for your executor. Be sure to include, the following documents necessary for planning your estate;
• letters of last instructions
• medical records
• bank/brokerage statements
• income and gift tax returns
• insurance policies
• titles and deeds
• will and trust documents
Source: What Key Estate Planning Tools Should I Know About? - Towers Wealth Management Inc.
21 June 2009
ESTATE PLANNING TIP
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