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Eldercare
Reply to "Need an eldercare/in case of death primer"
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[quote=Anonymous]Get all usernames, account numbers and passwords. Life insurance, car insurance, credit card and other debt info, brokerage account, pensions. Make sure you have a POA for medical and for financial. If you can set up everything online in advance- bill pay, account access, etc. It’s helpful to have one smallish joint account and joint credit card so that anything that needs to be paid after death can come from that account and not the estate. I just find that less complicated. If there’s enough in that account to pay off any debts it’s easier to dole out the rest of the estate. [/quote]
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