As a business owner, your estate planning is crucial to address personal matters as well as business matters. Below is a list of important documents to organize:
– property titles
– bank/ brokerage account information
– retirement plans
– life insurance policies
– marriage certificates or divorce decrees
– pre-or post-nuptial agreements
– birth certificates
– previous years’ income tax returns (local, state, and federal)social security number
– auto, life, health, and disability insurance policies (include premium amounts and due dates)
– investment, checking, and savings accounts
– location, deeds, and mortgage information for all real estate
– debts owed or due (personal loans, auto loans, credit cards, charge accounts, notes payable, notes receivable from others)
– business agreements relating to corporations, partnerships, or sole proprietorship (location(s), name(s), buy/sell arrangements)
– employee benefit plan information (health, disability, retirement)
– names and phone numbers of persons to be notified in the event of your incapacity or death
Author(s)
Stuart J. Oberman, Esq.
Stuart J. Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 30 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company.
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