4994 Lower Roswell Road NE, Suite 4, Marietta, GA 30068

 

Phone: 770-971-9141

 

Email: ifp@incompassfp.com

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.


SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Incompass Financial Partners, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Incompass Financial Partners, LLC and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.