Honey, do you know where we stored our Amazon account password? I am somewhat embarrassed to report that I once developed a personal rapport with a customer service representative because I called so many times to reset our password. Fortunately for me, and for that customer service representative, I have recently cleaned up my records, […]
_________________________________________________________________________________________ FINANCIAL ACCOUNTS _________________________________________________________________________________________ It is most critical for you to include, within the terms of your estate planning documents, provisions that provide your designated fiduciary with the authority to manage your accounts, including online accounts, during your incapacity or following your death. In the case of the each of the financial institutions listed below, […]