Hoping for the best for your wife & family.
Get powers-of-attorney for any accounts in her name only. As previously mentioned, these are most effective when obtained for each custodian individually.
Contact the banks/brokerage/credit card issuers for any joint accounts. Find out what happens to your account access for the joint account if she passes. You want to be sure that you have use of at least one credit card and one checking account so you can pay bills.
Get powers-of-attorney for any accounts in her name only. As previously mentioned, these are most effective when obtained for each custodian individually.
Contact the banks/brokerage/credit card issuers for any joint accounts. Find out what happens to your account access for the joint account if she passes. You want to be sure that you have use of at least one credit card and one checking account so you can pay bills.
Statistics: Posted by delamer — Mon Sep 01, 2025 10:01 am — Replies 7 — Views 512