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Storing estate plan documents

Where Should I Be Storing Legal Documents?

POSTED ON: October 17, 2023 BY: Kyle Krull
Storing a last will and testament safely is a key step in estate planning. Many would argue the ending is more important than the beginning. Although a sports team may be ahead early in a game, it does little good if they make many mistakes and eventually lose the game. The win will go to […]
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Storing estate planning documents

How Should I be Storing My Estate Plan?

POSTED ON: August 17, 2023 BY: Kyle Krull
Storing legal documents in a secure location is necessary. Some people are meticulously organized. Others are fairly tidy but have no rhyme or reason for their physical spaces. Still, others live in complete chaos. According to a recent The Washington Post article titled “Aretha Franklin’s will was in her couch. Here’s where to keep yours,” some […]
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Safe deposit box

What Should Not Go in a Safe Deposit Box?

POSTED ON: September 7, 2022 BY: Kyle Krull
A safe deposit box is not the best storage location for everything of value. Many people do not own a home safe. Instead, they believe it is best to utilize the security of the local bank. They sign up for a safe deposit box and begin placing their valuables into the little box. According to […]
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Storing estate planning documents

Where Should I Be Storing my Estate Plan?

POSTED ON: July 5, 2022 BY: Kyle Krull
Storing estate planning documents requires thoughtful attention. You have created an estate plan. This is good. You have done more than many of your peers. Okay, feel free to pat yourself on the back. But wait, not so fast. According to a recent The News-Enterprise article titled “Give thought to storing your estate papers,” this […]
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Safe deposit box

What Should I Not Store in My Safe Deposit Box?

POSTED ON: October 19, 2021 BY: Kyle Krull
A safe deposit box is not the best solution for all your valuables. Security and access are often at odds. Consider your electronic devices or accounts. If there were no passwords or security codes, you could more easily login from any device. While it would be convenient, it would also leave these accounts vulnerable. According […]
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How Do I Prepare My Finances for the New Year?

POSTED ON: December 19, 2019 BY: Kyle Krull
Finances should be prioritized at the end of the year. Money is an important part of life. How you handle your finances can have a lasting impact. Consequently, you do not want to look back on 2019 and wish you had done things differently. According to a recent The Daily Journal article titled “5 financial […]
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