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Amy on Organizing Records


Communicate with your family

Amy Praskac - Tuesday, June 27, 2017
This is the most important piece of advice of all. You must communicate with your family about where you have filed your important documents. People often take this measure before traveling ab ..

Amended Tax Package

Amy Praskac - Saturday, June 24, 2017
I've been receiving monthly statements for the Estate Checking Account. The balance hasn't changed for six months. I haven't received any funds or written any checks. I receive a fat en ..

Distribute copies

Amy Praskac - Tuesday, June 20, 2017
Distribute copies of key documents to your executor, family, and persons named in the documents as authorized to act on your behalf. A list of documents you may need to share follows below. Not al ..

Keep at home

Amy Praskac - Tuesday, June 13, 2017
Buy a fireproof safe or box to store documents at home. Use it to safe keep copies of the critical documents you keep in your safe deposit box and documents you may need on short notice.  ..

Keep in your safe deposit box

Amy Praskac - Tuesday, June 06, 2017
Keep original documents that are expensive, time-consuming, or difficult to replace in a safe deposit box. This includes most government-issued documents except your driver’s license, state- ..

Reports of my death

Amy Praskac - Tuesday, May 23, 2017
“The reports of my death are greatly exaggerated,” Mark Twain famously retorted. He could afford to laugh off the erroneous report. You won’t be laughing if the Social Security A ..

Safely stored

Amy Praskac - Tuesday, May 16, 2017
Friends of mine served as co-executors for a dear friend of theirs. However, they were not prepared whatsoever to do the job. They did not have a list of assets. They did not know where to find th ..

Gone missing

Amy Praskac - Tuesday, May 09, 2017
In an ideal world, everyone would communicate in advance about where to find critical documents or have everything organized in a workbook or file. However, it’s not an ideal world. Families ..

Writing your own will

Amy Praskac - Tuesday, May 02, 2017
“Can I just download a will from the internet?” is the most common question I get when I speak. I always respond, “It’s better if you do not. It’s too easy for someth ..

Last wishes

Amy Praskac - Tuesday, April 25, 2017
Just as advance directives address your wishes for care while you are alive, there are other documents to address disposition of your body after you are gone. These documents parallel the Advance  ..

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