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If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]

Your health care directives — including your living will and power of attorney for health care — might be the most important estate planning documents you ever make. Giving your family clear, written direction about your end-of-life wishes can spare them anguish — and make sure you get the kind of care you want. With […]

The 4 legal documents every adult should have One part of being responsible to your family and friends is having the right legal documents in place to protect them if something happens to you. Most people procrastinate doing this because they think it’ll be expensive or time consuming–and, of course, preparing for tragedy isn’t cheery.…

Day 9

Retirement Plans

Welcome to Day 9! 

Today you will compile your Retirement Plans and Pensions. 

If you have the Yup I’m Dead…Now What? Book, you can find it in Chapter 11.

In this Chapter, you will document your retirement plans and pension benefits. Your Survivors will need to notify the managing company or organization when you depart. This may be confusing for your Survivors, so they should consult a Professional if necessary.

Where to start? You probably receive quarterly statements in the mail. That’s a good place to start. You will list Company Contact Info, Description of Benefit, Status and Beneficiary, as well as Account Number and Location of Statements.

This will be the same for any Individual Retirement Accounts and Plans.

Read about What Happens to my Retirement Benefits when I die?

Are you still with me? Your Family will appreciate your effort when the time comes!

Next up – Day 10 – Government Benefits

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My Husband George and I were finally able to get our affairs in order due to your website and Book....

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2016-05-03T18:05:39-05:00

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