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Home » Financial Information Checklis…

Financial Information Checklist

Posted By
Catherine R. Mack
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In these troubled times, it's important to prepare a checklist of critical financial information about yourself, so your family and loved ones won't be burdened at a time of crisis.

This information should be kept somewhere safe, yet accessible. Don't keep it in a safety deposit box, but do keep it somewhere secure (for example, with your attorney or your accountant) so no unauthorized person could gain access to it.

We have prepared a partial list of the information that you should have - please click to view or print it: Financial Information Checklist | pdf

Categories: Assets / Financial Planning

Categories

Articles in the Media
Assets / Financial Planning
Elder Law
Estate Taxes
Health Care Directives
IRAs / Retirement
Life Insurance
Long Term Care
News
Personal Representatives
Power of Attorney
Probate
Trusts
Wills

About Cathy Mack

Catherine R. Mack's Profile Image
Catherine R. Mack
I am an estate planning and estate litigation attorney who has been practicing law for many years. Based in Bethesda, Maryland, I work with clients in Montgomery County and throughout Maryland, the District of Columbia, and Virginia. My practice focus is 1) estate planning (wills, trusts and ancillary documents), 2) probate (the publication and effectuation of a Will through the local court) and 3… Read More

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Recent Articles

What not to do when leaving a home to an heir - The Washington Post , Feb. 22, 2020
By Ilyce Glink and Samuel J. Tamkin Feb. 19, 2020 at 6:00 a.m. EST Q: I just read your column giving suggestions to an elderly mother who wanted to make sure her daughter received her home at death without probate. I’m a retired attorney, and I don’t know how many times I was asked the same question by clients over the years. There’s one thing that you didn’… Read More

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Google Map of Law Office of Catherine R. Mack’s Location
Law Office of Catherine R. Mack
Bethesda Crossing
7315 Wisconsin Avenue
Suite 800 West
Bethesda, Maryland 20814
Phone: (301) 961-8590
Fax: (301) 961-6599
Email:

Our offices are located in the former Air Rights Center, now called Bethesda Crossing

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We are available...but working remotely

My law office in Bethesda is physically closed right now and so I am not taking new clients at this time. For my existing clients, I am working remotely from Virginia. If you need to reach me or my assistant Lisa, please use my email at cmack@cathymacklaw.com or Lisa’s email at admin@cathymacklaw.com. Or leave a phone message at 301.961.8590. Stay safe and secluded in these difficult times.