Welcome to our Estate Planning page, where your peace of mind and the protection of your family's future are our top priorities. At James F. Dunneback, P.C., we recognize that estate planning is not just about wealth preservation; it's about ensuring your loved ones are well-cared for and your legacy is safeguarded. Our experienced team is here to guide you through the process of creating a comprehensive estate plan tailored to your unique circumstances and goals. Whether you're considering wills, trusts, or navigating the complexities of probate, we're dedicated to providing you with the clarity, expertise, and support you need to make informed decisions. Explore our services and take the first step toward securing your family's financial well-being and peace of mind.
Estate Planning Tips for Clients
- Provide a trusted family member or friend with the location of confidential or valuable items you may have put away for safekeeping.
- Provide a family member or friend with the location of spare keys and security codes.
- Provide easy access to your will and your durable powers of attorney. Keep signed, original copies of the powers of attorney and a copy of your will in your attorney’s office as well as in a fireproof file at home. Also give copies to your executor and advise the executor where you keep the original documents.
- Provide the name of your veterinarian and care instructions for pets, if appropriate.
Guide To Organizing Your
Financial & Personal Records
Create a list of financial accounts.List account numbers and pertinent information about your investments, bank accounts, insurance policies (life, disability, homeowners, credit and life) and other financial matters.
List the location of valuable documents. Your list might include deeds, car titles, military records, birth and marriage certificates, divorce decrees and estate planning documents.
List your personal data. This can include your Social Security Number, driver’s license number, VA claim number, your date of birth and the names and phone numbers of family members.
Make arrangements for access to your safe-deposit box. In many states, if you are the sole owner of your safety deposit box, the box may be closed upon death and not opened until probate and appointment of a representative for the estate. Make sure copies of your will and other important documents are available outside of your safe-deposit box.
List loan payments. This listing should include information about credit cards, mortgages, consumer loans, and auto and personal loans.
- List other income sources and government benefits.This includes pensions and Social Security. For information on military benefits, check with the Veteran’s Administration or your nearest military installation’s casualty assistance office.
- List the location of tax records.
- Verify account ownership and beneficiary designations.Check financial accounts and insurance policies to make sure these conform to your estate planning arrangements.
- List all organizations in which you have membership. They may provide special death benefits and should be noted for your survivors.