The 25 Documents You Need Before You Die (Wall Street Journal)

As 2011 wound down, multiple states began investigating the status of unclaimed life insurance policies that were never paid out to beneficiaries -- and it's about time. According to the National Association of Unclaimed Property Administrators, state treasurers currently hold $32.9 billion in unclaimed bank accounts and other assets. One way to protect your family from struggling to claim their inheritance? Keep all your crucial documents in one easy-to-locate place. In addition to your will, the list of crucial papers should include documentation of housing and land ownership, cemetary plots, vehicles, stock certificates and savings bonds, any partnership or corporate operating agreements, and a list of brokerage and escrow mortgage accounts.

Read the story.

Related Life Planning Strategies Resources

Powered by

  • Instant Access to a Complimentary Retirement Case Study

    The Annuity Store is providing a case study that shows how for $180,000 in premiums, one senior was able to help her family receive $1,600,120 in supplemental income when they needs it, and at age 85, still have a $276,183! Get it now!

  • Boost Your Index IQ

    Whether you're a proven pro or you're just starting to learn about Index Universal Life (Index UL) insurance and Fixed Index Annuities, The Index Institute can help boost your index annuity sales.

Comments

Advertisement. Closing in 15 seconds.