Dental Law - What You Need To Know
Dental Law - What You Need To Know
A summary of what every dental practice owner should know and implement in the day to day operations of their practice.
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Estate Planning - Papers to Gather

Estate Planning - Papers to Gather

6/6/2019 7:26:00 AM   |   Comments: 0   |   Views: 47
                                        
As a practice owner, your estate planning is crucial to address personal matters as well as business matters. Below is a list of important documents to organize:
                                        
            
                    
  • property titles
  •                 
  • bank/ brokerage account information
  •                 
  • retirement plans
  •                 
  • life insurance policies
  •                 
  • marriage certificates or divorce decrees
  •                 
  • pre- or post-nuptial agreements
  •                 
  • birth certificates
  •                 
  • previous years' income tax returns (local,state, and federal)
  •                 
  • social security number
  •                 
  • auto, life, health, and disability insurance policies (include premium amounts and due dates)
  •                 
  • investment, checking, and savings accounts
  •                 
  • location, deeds, and mortgage information for all real estate
  •                 
  • debts owed or due (personal loans, auto loans, credit cards, charge accounts, notes payable, notes receivable from others)
  •                 
  • business agreements relating to corporations, partnerships, or sole proprietorship (location(s), name(s), buy/sell arrangements)
  •                 
  • employee benefit plan information (health, disability, retirement)
  •                 
  • names and phone numbers of persons to be notified in the event of your incapacity or death
  •             
            

OBERMAN LAW FIRM 

Stuart J. Oberman, Esq handles a wide range of legal issues for the dental profession including cyber security breaches, employment law, practice sales, OSHA, and HIPAA compliance, real estate transactions, lease agreements, noncompete agreements, dental board complaints, and professional corporations.
 
For questions or comments 
regarding this article 
please call (770) 554-1400
or visit 
www.obermanlaw.com
 
 Email Emily Scarborough at emily@obermanlaw.com to hear Stuart J. Oberman, Esq speak at your next event.

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