Category Archives: Insurance & Legal Documents

What Info Do You Need In An Emergency?

paper files

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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What Is Probate and Can it Be Avoided?

What is Probate?

Probate is the court process by which a WILL is proved valid or invalid.  If there is no Will, it is the legal process where the estate is administered after someone dies.

In the absence of a Will the court appoints a Personal Representative to administrator the deceased persons estate. This Representative is responsible for locating any assets and determining their value. 

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7 Reasons Why You Should Make or Update Your Will this August.

Last Will and Testament

Wills are one of those things in life that everyone knows they need, yet seem to hate or avoid making. When you make your Will, you are giving your family and loved ones a gift.

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What happens when you can’t live in your home any longer?

Woman with walker 180

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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