Fall is as good of time as any to make sure you review such things as the following:
- Beneficiary Designations for Life Insurance and other accounts
- Financial Power of Attorney
- Power of Attorney for Health Care
- Checking accounts
- Asset ownership
Not sure where to start?
Check out K-State Research and Extension publication MF3280 at https://bookstore.ksre.ksu.edu/pubs/MF3280.pdf
In an emergency, would your family or trusted friend know who to contact? Your bank? Your financial adviser? Your insurance company?
Our Valuable records, is a form-fillable publication from K-State Research and Extension that will guide you as you gather important information in one place. Be sure to share it with those who need to have access. Find this resource at https://bookstore.ksre.ksu.edu/pubs/MF685.pdf.
By: Brenda Langdon