There’s More to Estate Planning Than Just the Will

Article Credits: The New York Times | September 6, 2014 | By Alina Tugend | Courtesy of Ed Slott and Company

More to Estate Planning Than Just the WillWILLS, health care directives, lists of passwords to online accounts. By now, most people know they should prepare these items in their estate planning — even if they haven’t yet — and make them available to trusted family members before the unthinkable, yet inevitable, happens.

But the information family and friends will need when a loved one dies goes far beyond those much-talked-about documents, and having them can make the end of life just a little less painful for those who remain behind.

Consider the experience of John J. Scroggin, who runs a tax business and estate-planning firm in Atlanta. His father, who died in 2001, wanted to be buried in Arlington National Cemetery in Washington.

“I called Arlington and they told me I needed his DD 214 to bury him at the cemetery.” Mr. Scroggin recalled. “I had never heard of a DD 214, but they told me if I could not find it, they would put him in cold storage for six months while they found it.”

After a frantic search, “I found Dad’s DD 214 as a bookmark in a book,” he said. The Arlington burial took place. The lesson: Add military discharge papers to the documents you hand over to family members or trusted friends.

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