Things You Need to Know About Your Parent’s Finances Before It’s Too Late: A Checklist
Posted on April 30th, 2009 by Life Insurance News
Bank Accounts Checking Institution Address Phone Contact person Account # Name on account Names on signature card Bank Accounts: Savings Institution Address Phone Contact person Account # Name on account Names on signature card Investments Where are they? Where is the original document? What are the amounts? CDs IRAs Stocks, bonds, mutual funds Annuities Real estate Other investments Safety Deposit Box Institution Address Where is
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