Try: Suggest that cr develop an inventory which lists all his her assets and liabilities the following items should be included bank accounts pass books certificates of deposit money market funds stocks bonds precious metals jewelry real estate deeds promissory notes contracts insurance policies safety deposit boxes including location of the key and retirement or pension benefits location of the records for each asset and liability also should be included other important documents such as birth and marriage certificates social security numbers divorce decrees and property settlements income tax returns state and federal death certificate of spouse if any and wills including the attorney attorney’s name and executor or trust agreements should be listed and the locations designated other important documents such as birth and marriage certificates social security numbers divorce decrees and property settlements income tax returns state and federal death certificate of spouse if any and wills including the attorney attorney’s name and executor or trust agreements should be listed and the locations designated make copies of the inventory and keep it in a safe place possibly with a relative or friend encourage cr to update the document every year

Materials: Paper and pen

Categories: Sage, Topic, Financial, Legal

Information: n/a

References: caregiver’s handbook by the caregiver education and support services seniors counseling and training case management services of the san diego county mental health services no date available at www acsu buffalo edu

Keywords: Assets liabilities finances money bank accounts financial state ents wills legal

*This information is listed as a Tip and is not explicitly medically licensed