Legacy planning–even more information!
Thursday, March 22nd, 2007
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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estate planning, legacy planning, legacy planning process, required information
