Financial Resources for End-of-life Planning
When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.
Investment Accounts
Learn how to pre-plan how your financial investments are distributed when you die.
Banking and Assets
What happens to your bank accounts and credit cards when you pass? Here’s what you need to know.
Back to Planning Center
Related Posts
What Info Do You Need In An Emergency?
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?
Added Protection For Your Account
Over the last few weeks we have been talking a lot about passwords and security. At My Life & Wishes security isn’t just a feature, it is our foundation. Keeping your information safe and secure is our highest priority. We are happy to announce even more security is now available. Two Factor Authentication has been added to the My Life & Wishes service.
Are You Doing Enough to Keep Your Data Safe?
Today, we have drivers’ licenses, State issued photo ID’s, passports and other means of identification. These are regularly needed for everyday transactions. But what about proving who we are online? Today, hackers are getting better at figuring out our passwords. But we can do more by adding another layer of security, 2 Factor Authentication.
The Do’s and Don’ts for Creating a Secure Password
Are you doing enough to deter hackers from gaining access to your devices and information? One of the best ways to protect your information is to use strong passwords. According to statistics, more than 90% of passwords are vulnerable to password hacking. And over 50% of us reuse our passwords across many accounts. Here are some things you SHOULDN’T do when it comes to passwords;