Estate Planning Pitfall — Your family doesn’t know where to find your records

Description

Abstract: If a person dies suddenly, family members will need to know where to locate his or her will, trusts, life insurance policies and other critical estate planning documents — along with bank and brokerage accounts, IRAs or other qualified retirement plans, mortgages and other loans, real estate documents, tax records, and automobile titles. This article offers a list of tips for keeping important documents secure and accessible.