The Author
Jerrold E. Slutzky, J.D., CFP® is a Florida-Licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on ESTATE PLANNING SERVICES (Wills, trusts, durable powers of attorney, health care surrogate designations, living wills, etc,), PROBATE, and BUSINESS LAW (business entity formation, buy/sell agreements, drafting and review of documents, confidentiality/ non-compete agreements, etc.).
This book is not intended to provide legal, financial or tax advice, but rather to provide you with additional considerations you may need to alert you to issues that should be discussed with your own legal, tax, and financial advisors.
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Do You Know
1. Where are his estate planning, insurance, and other important documents are located? Do you have access to them?
2. Does he have a pre-paid funeral plan in place?
3. Does he have payments automatically being paid out of his checking account or charged to his credit card? And if so, do you know how to stop those payments?
4. Where are all his assets located? Do they have beneficiary desigations, and if so, whom?
5. Who are all his creditors (mortgages, credit cards, student loans, etc.)?
6. Who are his doctors? What is his medical history (surgeries; innoculations; medical conditions, etc)? What medications is he taking? What is he allergic to?
7. Who needs to be immediately contacted (relatives, legal and financial advisors, employer/empoyees, clients/customers, business partners, etc.)?
8. Who has legal authority to act on his behalf (if still alive) or to handle his affairs (if incapacitated)?
9. And so on….
Or Worse
”Your child’s phone rings, and the caller says that YOU have unexpectedly passed away!” (or had a stroke….or some other life-shattering news!)
Does your child know the answers to the above questions?
My “Everything” File® is a workbook that guides you to efficiently gather and organize ALL the information your loved ones need to know about you!