Hello ladies, I wanted t share some very important information with you. Rhonda’s Rules is a checklist developed in response to the unexpected and tragic loss of a loving mother, sister, daughter and friend. Rhonda’s family was forced to navigate bureaucratic red tape to protect her three children, while dealing with their grief. PERSONAL 1.Write a will (and update as your life and circumstances change). 2. Create Testamentary Trust for any minor children (if necessary). 3.Record information about your lawyer, accountant, financial planner or financial advisor, including his/her contact information. 4. Write a letter detailing what you want done with your personal possessions after your death. If you want a niece to have your engagement ring or your god-child to have your precious pet, put it in this letter. Give a copy of the letter to your lawyer and have it notarized if necessary. 5. Establish durable power of attorney to direct assets and investments. 6.Write a living will or a health-care proxy (medical power of attorney). List all your pets, include their veterinarian names and vaccination history. Specify who should have access to private/personal information (computers, passwords, finances, etc.). 7. List all irreplaceable items that are locked up (either in your home or in a safety deposit box) including jewelry, heirlooms and documents such as marriage license, birth certificates, passports, stocks, bonds and death certificates. Make a photocopy of those documents for your household files and consider taking pictures of the jewelry or other items. 8. List of login and passwords. (Don’t put this information in your will, which becomes public information. Put in a separate letter.) Be sure to include: Go to the link to view the entire list. visit blog.napw/rhondas-rules-a-womans-guide-to-getting-her-affairs-in-order/ … Thank you, Michelle Charles
Posted on: Tue, 11 Jun 2013 22:49:04 +0000