Hunt and Gather
This is the time to find and sort all of those scattered documents that you are going to need
Financial
- Bank Account Statements (5 years)
- Stocks, Bonds, CDs, IRA Documents
- Real Estate Deeds & Mortgages
- Credit Cards, Loans (paid and outstanding)
Housing
- Deed or Lease for Current Home
- Emergency Residence/caregivers
Healthcare
- List of Care Providers
- Doctors, Dentists, Chiropractors, Massage
- Therapist, Physical Therapist
- List of Prescriptions
Financial
- Bank Account Statements (5 years)
- Stocks, Bonds, CDs, IRA Documents
- Real Estate Deeds & Mortgages
- Credit Cards, Loans (paid and outstanding)
Housing
- Deed or Lease for Current Home
- Emergency Residence/caregivers
Legal
- Birth Certificates Marriage License
- Current Will & Testament
- Divorce & Custody/Guardianship docs
Preserve and Prepare
Make copies, save only what you need, and start talking to professionals to make your plans
Financial
- Meet with financial planner
- Review Social Security and income
- Budget long term living expenses
- Tax planning
- Make copies and keep in several places and formats
Healthcare
- Follow current treatment/therapy plans
- Plan any medical or caregiver changes
- Medicare and Medigap plans
Legal
- Update Will and Power(s) of Attorney
- Create or update any Living Trusts
- Name Designated Beneficiary (s)
Housing
- Make clear housing plan
- Age in Place?
- Downsize and move?
Enjoy and Celebrate Put your plans into Action and enjoy what your plans bring to you
For a complimentary, no obligation consultation just give me a call or send an email Bernard (Bernie) Janoson Realtor® Certified Senior Advisor Long and Foster Real Estate 590 Baltimore Pike Bel Air, MD 21014 410-920-8677 cell 410-879-0900 office Email me at : bernie@berniejanoson.com