Hurricane Sandy left much of the eastern seaboard blighted, with floodwaters reaching historic levels.? While those affected are still digging out, now is a good time to review what to do with your important estate planning and other financial documents:
Cloud storage ? you can use Google Docs (free) or other cloud computing services to keep files of your important papers stored, and you can access them from anywhere.
Disaster file ? experts recommend making paper copies of the following documents and putting them all in a plastic-protected file that is easily accessible if you have to grab and run:
Credit cards:? make front-and-back copies of all the credit cards you regularly use so you have access to the account numbers if you need to call your card provider for a replacement.? Keep a few blank checks too so you can access cash immediately.
Insurance cards:? make copies of health, home and car insurance cards with phone contact information.
Investment accounts:? have copies of all financial documents verifying your current investment account information.
Online account information:? create a list of all your online account user names and passwords in case someone else needs to manage these for you.
Estate plan documents:? include a copy of your will and your powers of attorney documents as well as the name and contact information for your estate planning attorney, in case family members need the legal authority to make decisions on your behalf.
An experienced Annapolis estate planning attorney can help you understand all your options for estate planning.? Experienced Estate Planning Attorney Seth B. Zirkle can discuss all your options and create a plan with you.? Call Mr. Zirkle at Hyatt & Weber, P.A. today at 410-505-4553.
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