Hunt and Gather

This is the time to find and sort all of those scattered documents that you are going to need

Financial

  • Bank Account Statements (5 years)
  • Stocks, Bonds, CDs, IRA Documents
  • Real Estate Deeds & Mortgages
  • Credit Cards, Loans (paid and outstanding)

Housing

  • Deed or Lease for Current Home
  • Emergency Residence/caregivers

Healthcare

  • List of Care Providers
  • Doctors, Dentists, Chiropractors, Massage
  • Therapist, Physical Therapist
  • List of Prescriptions

Financial

  • Bank Account Statements (5 years)
  • Stocks, Bonds, CDs, IRA Documents
  • Real Estate Deeds & Mortgages
  • Credit Cards, Loans (paid and outstanding)

Housing

  • Deed or Lease for Current Home
  • Emergency Residence/caregivers

Legal

  • Birth Certificates Marriage License
  • Current Will & Testament
  • Divorce & Custody/Guardianship docs

Preserve and Prepare

Make copies, save only what you need, and start talking to professionals to make your plans

Financial

  • Meet with financial planner
  • Review Social Security and income
  • Budget long term living expenses
  • Tax planning
  • Make copies and keep in several places and formats

Healthcare

  • Follow current treatment/therapy plans
  • Plan any medical or caregiver changes
  • Medicare and Medigap plans

Legal

  • Update Will and Power(s) of Attorney
  • Create or update any Living Trusts
  • Name Designated Beneficiary (s)

Housing

  • Make clear housing plan
  • Age in Place?
  • Downsize and move?

Enjoy and Celebrate Put your plans into Action and enjoy what your plans bring to you

For a complimentary, no obligation consultation just give me a call or send an email Bernard (Bernie) Janoson Realtor® Certified Senior Advisor Long and Foster Real Estate 590 Baltimore Pike Bel Air, MD 21014 410-920-8677 cell 410-879-0900 office Email me at : bernie@berniejanoson.com

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