Archive for September 23, 2014

Should I Store My Estate Plan in a Safe Deposit Box?

A safe deposit may work well for storage of your estate plan documents if a second person is also registered with the bank as a joint holder of the box.

Why is a joint registration a good thing? In Minnesota, the joint holder is allowed to gain access to the safe deposit box after your death, and to remove part or all of the contents. » Read more..