F
forgotten33
Member
- Dec 23, 2021
- 6
Hi All,
I've been at the station a while now, and the bus is finally pulling in. I started to get my affairs in order and am looking for guidance to see if I am missing anything. I've compiled a list below of the things I've done/am working on. Please let me know if you think I'm missing anything and/or if you have thoughts on the questions provided?
Thank you all.
I've been at the station a while now, and the bus is finally pulling in. I started to get my affairs in order and am looking for guidance to see if I am missing anything. I've compiled a list below of the things I've done/am working on. Please let me know if you think I'm missing anything and/or if you have thoughts on the questions provided?
- Update will, power of attorney and health care directive
- Updated executor. Is it better to have a non-family member as the executor of the will given what the family member may be going through?
- Pull together a consolidated list of all bank accounts, retirement accounts, and brokerage accounts
- Pull together a list of other investments (real estate, venture, funds, etc)
- Pay off any debt (excluding mortgage)
- Cancel recurring subscriptions services (Netflix, Spotify, etc.)
- Provide mortgage information (thankfully the value of my property should cover this if/when it is sold)
- Does anyone know if I can gift my frequent flier miles and credit card points? (I could probably Google this but am being lazy)
- Anything else?
Thank you all.