Wills • Trusts • Taxation • Probate

Serving Fresno/Clovis & The San Joaquin Valley

Telephone: (559) 277-7300

Where is your Trust/Will that you spent so much time and money to put together? Tell your children. If you have a safe deposit  box, be sure someone other than you has access.

Who/where should your children call to do things and get things such as the CPA and attorney, life insurance claim forms and such?

Sometimes life insurance premiums are paid by direct transfer from a bank account, and if the account is closed before the parent dies the life insurance will be terminated for non-payment. A similar thing happened to one of my cients: The son moved and the next  year's life insurance statement for his father was not  forwarded to the new address and it was eventually cancelled for non-payment. It  cost the client about $150,000!

Is your funeral prepaid? Where is the information located? Do you want a party or cremation or music or what?  Write it and deliver!

If you have long-term care insurance, be sure that information is available because you may not be able to communicate anything.

Where did you hide something? 

Who knows your computer password?  Safe combination? Location of automobile ownership certificates?

One of the biggest mistakes is when people forget to update the beneficiary designations on IRAs and pensions when their first choice previously died.  Or they left a previous spouse on as the beneficiary!

Jerry

Gerald Lee "Jerry" Tahajian
Attorney at Law

of Counsel
Tomassian, Pimentel & Shapazian
3419 W. Shaw Ave

Fresno, CA 93711 (map)

TEL: (559) 277-7300
FAX: (559) 277-8100

Email: jerry@gltlaw.com