Disability & Illness

July 1, 2013   Estate Administration

What Will Your Paper Trail Say About You?

By Wendi Temkin
As with many people of their generation, my Great-Uncle Marcus managed the family finances, thinking he was doing my Aunt Bobbie a favor by leaving her out of this chore entirely.  When he died last year, she was left with the problem of having to reconstruct their financial lives based on random pieces of paper stuffed in drawers, buried beneath 40 years’ worth of miscellany.   While it took weeks to try to figure this all out, imagine how much harder it would have been if there had been no paper trail at all for some of their accounts.  How much of your life is lived on-line?  Do you have bills that you pay automatically, based on emailed invoices and on-line payments directly out of your checking account? Are your paychecks automatically deposited into your che...
Free Estate Planning Checklist

Free Estate Planning Webinar



Stay Updated

Stay updated by receiving updates to estateplanning.com's free resources, latest topics, premium content, upcoming events and more!

Subscribe to Our E-Newsletter