This bingo card has a free space and 44 words: I’ve reviewed and updated my life insurance policies, I’ve designated a durable power of attorney for finances, I’ve reviewed and minimized potential estate conflicts with family, I’ve established a plan for my pets in case of my passing, I’ve planned for potential long-term care costs in my estate, I’ve included funeral or memorial service preferences in my plans, I’ve designated specific personal property (e.g., heirlooms) to certain heirs, I’ve included instructions for digital assets (e.g., photos, social media) in my estate plan, I’ve consulted an accountant about the tax implications of my estate plan, I’ve named contingent beneficiaries in case my primary beneficiaries are unavailable, I’ve reviewed my retirement accounts and how they fit into my estate plan, I’ve documented my wishes for organ donation, I’ve researched ethical wills and how they could be part of my legacy, I have a legally valid will, I have someone legally noted as power of attorney, I have let my executor/personal representative know that I’ve chosen them, I have healthcare directives, I have beneficiary designations on my bank accounts, I have beneficiary designations for any stock or securities I own, I have beneficiary designations on my retirement accounts, I have beneficiary designations on my life insurance policy, I’ve talked to an estate planning attorney in some capacity, I know what probate is, I’ve done some research on estate planning, I’ve talked to my family about my plans, Someone knows where I keep my important documents, I know the difference between a trust and a will, I have attended a Legacy Event hosted by the Catholic Foundation of Central Florida, I’ve updated my estate plans within the past 5 years, I’ve researched the inheritance procedures of all of the states I live in, I’ve chosen a personal representative/executor, Among my important documents are lists of all of my assets, accounts, and important personal property, I have included a charity in my estate planning, I’ve accounted for my debts that will be paid from my estate plans, My heirs are aware of their inheritance and why they were chosen for that inheritance, I have a current list of my passwords and online account information in a secure location, I have a backup plan if my primary personal representative cannot serve., I have accounted for my current financial needs, I have reflected on if my estate plans represent how I want to be remembered, I’ve reviewed any co-owned property to ensure it is titled correctly for estate purposes., I’ve reviewed how federal and state estate taxes impact my plan., I have considered how my estate planning decisions may impact my loved ones, I have considered the ethicality of my estate plans and I have remembered the need for charitable giving in my estate plans.
ESTATE PLANNING BINGO | Estate Planning | NAF Lesson 18-20 | FINANCE | Life Insurance Protection
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