Active Planning & Investment Solutions logo

2810 Fieldstream Drive North

Wilson, NC 27896

 

Phone: 252-237-4357

Fax: 252-243-2681

 

March/April 2024

Safe Deposit Box Do's and Dont's

Safe Deposit Box Dos and Donts

Some items should be stored in a safe deposit box, while others should be stored in a fireproof safe where you can access them quickly.

Safe Deposit Box:

  • Birth certificates, adoption papers, marriage license, divorce decree, citizenship papers

  • Copies of wills and powers of attorney

  • Deeds to property and car titles

  • Paper stock or bond certificates

  • Business records/ contracts

  • Valuable jewelry

  • Home inventory


Fireproof Safe:

  • Passports

  • Living wills and medical directives

  • Cash

  • Uninsured valuables

  • Any documents or items you might need to access quickly when the repository is closed.


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Active Planning & Investment Solutions and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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