Legacy planning--even more information!

Legacy planning–even more information!

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I mentioned all the information we’re having to gather for G____.

Today I had to send him an addendum.

Concerning Life Insurance policies

Company Name
Insured
Policy #
Owner
Primary Beneficiary
Secondary Beneficary
Type
Face Amount
Premium Amount
Cash Policy Amount Value
Agent

Information about each and every one of our children:

Name
Marriage status and date
Nickname
Birth date
Home Address
Home Telephone
County of Residence
Spouse’s Name
(Grand)children’s names and dates of birth
Any special needs (for children or their progeny) of which any we are aware at this time.

Any other dependents?
Professional Advisors’ names and full contact information (including CPA, attorney(s), financial advisors, stock broker(s), life insurance agent(s), banker(s), trust officer(s), etc.)

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This entry was posted on Thursday, March 22nd, 2007 at 4:29 pm and is filed under estate planning, legacy planning, questions. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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