Denis Clifford (1939–2023)

Read about first 7 chapters.

Notes

Box, p. 57, "Your Digital Legacy"
If you want your survivors to be able to log into your accounts as users, include login names and passwords with your instructions.

p. 63 Property Worksheet
Description of your property / Type of Shared Ownership / Percentage You Own / Net Value of Your Ownership
I. Assets (Liquid: cash, savings accounts, checking accounts, money market accounts, certificates of deposit, mutual funds, tradeable stocks and securities, govt bonds). Other personal property (vehicles, electronic equipment, precious metals, household goods, clothing, jewelry, artwork/collectibles/antiques, tools/equipment, animals, money owed to you, vested interests, limited partnerships, retirement plans, life insurance, frequent flyer miles, misc.). Real estate. Liabilities (debts, taxes, other).

p. 78 Pets: Leave your pet to someone who has agreed to care for it, and leave them money to do so.

p. 94 Choosing a property manager for your child: Should be same person as guardian, unless there are compelling reasons against.
Uniform Transfer to Minors Act (UTMA) (age in MA is 21)

p. 116 What makes a will legal?
-18yo
-of sound mind
-typewritten/computer
-at least one substantive provision (e.g. leaving property to someone)
-appoint at least one executor
-must be dated
-must be signed in front of two witnesses (adults of sound mind who won't inherit under the will - beneficiaries cannot be witnesses. Can be notarized, but not required.

p. 121 "Living will" = health care directive (life support?)… (mehr)