Insurance: 16 Things to do Before You Die

RSS

May 10, 2012

       

One of the most important things that you can do in life is prepare for your death. While this may not be an entirely cheery proposition to consider, there is a lot to life which people need to take care of, in order to make sure that their loved ones that they leave behind are able to get through the experience in the easiest way possible.

Here is a list of things to take care of, in order to make the transition better for everyone:

 

1-      Take an inventory of your physical items worth more than 100 dollars.

2-      Take an inventory of your non-physical assets, such as your bank accounts and stocks and retirement funds and anything else of value.

3-      Create a list of your credit cards and of your debts.

4-      Make a list of the organizations which you belong.

5-      Get a copy of your assets list to your estate administrator.

6-      Comprehensively review your retirement accounts.

7-      Update your life insurance policy.

8-      Create a Transfer on Death arrangement to simplify the distribution of your assets.

9-      Name an Estate Administrator.

10-   Create a current will.

11-   Review and update all important documents.

12-   Get copies of your current will to your estate administrator.

13-   Get an Estate Attorney

14-   Create an Estate Plan documents.

15-   Simplify your life in any way possible.

16-   Take advantage of college funding accounts in order to help out your children with their education.

 

By attending to these things and getting your life in order well ahead of time, you can be assured that those you leave behind will be protected and cared for. This is an investment of your time and effort, but it is well worth it to take charge of as soon as possible!

Bookmark and Share

Bookmark and Share

« Back to all news


More articles related to…

Refer a friend & earn a gift

If we write your friend's insurance, we'll send you two movie tickets.

Refer someone today

We represent fine companies like

Safeco Insurance, Member of Liberty Mutual Group



Visit our mobile site on your phone today and bookmark it for future use.


Not sure where to start? Browse our Information Center to learn all about your insurance options.


50% of our business comes from client referrals. Contact us today and we'll show you why that is.

Our locations:

Harbor Insurance
1622 S. Gaffey #104
San Pedro, CA 90731

310-832-5311

C & S Insurance
3220 Sepulveda Blvd #202
Torrance, CA 90505

310-517-8255