Tag: Emergencies

Planning Ahead

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

 

Your Valuable Records

In an emergency, would your family or trusted friend know who to contact? Your bank? Your financial adviser? Your insurance company?

Free resources from K-State Research and Extension are available online for downloading and printing, including https://bookstore.ksre.ksu.edu/pubs/MF685.pdf, which can help anyone gather important information in one place. That information can be kept in a safety deposit box or other secure location and can be invaluable in emergencies.

The form includes space for family members’ names, birthdates and more, plus contact information space for key advisers, such as attorney, executor, doctor, religious adviser, insurance agents, and banker. It can also help gather basic information about vehicles and other property and credit, bank and retirement accounts.

More information about this and other resources is available at K-State Research and Extension Post Rock District offices. Links to resources also may be found on the K-State Research and Extension COVID 19 page https://www.ksre.k-state.edu/.

Source: https://www.ksre.k-state.edu/news/stories/2020/05/preserve-valuable-family-records.html

By: Brenda Langdon