Above Average Dollar

Episode 10 - Legacy Box


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JV Jones and YourPalSal discuss what leaving a legacy means to them, and things you should consider to have organized in your personal legacy box.

00-Executive Summary

01-Legacy Letters

02-Birth Certificates & Adoption

03-Social Security Cards

04-Passports & Driver Licenses

05-Marriage Certificate

06-Auto Insurance

07-Homeowner, Flood, Jewelry Insurance

08-Health Insurance

09-Long-Term Disability Insurance

10-Long-Term Care Insurance

11-ID Theft Protection & Credit Reports

12-Life Insurance

13-Umbrella Liability Insurance

14-Estate Plan

15-Power of Attorneys & Living Wills

16-Wills

17-Funeral Instructions

18-Financial Account Log

19-Safe Deposit Log

20-Monthly Budget

21-Tax Documents & Returns

22-Bank Statements

23-Credit Card Statements

24-Mutual Fund & HAS Statements

25-College Funds

26-Retirement Accounts

27-Rental Property Summary

28-Car Titles

29-Home Ownership Records

30-Degrees and Certificates

31-Passwords-Combinations

32-Misc-NotPrinted/Filed

...more
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Above Average DollarBy salem hamidi