In a recent report we touched on the importance of keeping certain financial documents.
Today, we are taking a deeper dive into what you should keep and for how long. We’ll also give you suggestions on where to store documents, and when they are no longer needed, how to get rid of them.
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What information do people need to access in emergency situations?
A trip to the ER may require:
List of allergies, current medications, medical history, doctor contacts, family contacts, insurance information, photo identification.
A fire or natural disaster may require:
Identification documents, insurance documents, proof of ownership (such as deeds or titles), access to bank accounts for emergency cash, pet location information, medical information and family contact information.
So where do you keep this information? Is it accessible and is it secure?
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Have you ever considered what might happen, or where you would live if you couldn’t manage taking care of yourself or your home any longer? What about your parents? Are you becoming concerned about their safety as they age? Are there multiple floors to manage, are they at risk of falling, is someone checking in on them, and do they have transportation?
If any of these are concerns of yours, it might be time to consider relocating to communities designed for seniors.
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For me the ultimate act of love is planning ahead.
I call it Death Etiquette™:
Death Etiquette™ – Being thoughtfully prepared for one’s own passing. Accordingly, making things easier for family and loved ones by leaving clear and concise instructions in regard to your final wishes for funeral desires as well as location and access to important documents and accounts. Further identifying who should be responsible for carrying out the final wishes and ultimately settling all the final affairs. It is a simple act which saves loved ones Stress, Time and Money…. the things which divide families!
Continue readingCreate your digital plan. You benefit today. Your family will benefit tomorrow. Try It Free