Michael Milazzo photo

Michael A. Milazzo, CLU, ChFC

Registered Principal LPL

 

The Meridian Financial Company

3350 Club Villas Dr SE, Unit #1303

Southport, NC 28461

 

Phone:  631-979-4223

Fax:      910-854-0002

 

Email: mikemilazzo.meridian@lpl.com

 

March/April 2024

Safe Deposit Box Do's and Don'ts

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.


Do keep:

  • Birth certificates, adoption papers, marriage license, divorce decrees, 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


Don’t keep:

  • Passports

  • Living wills and medical directives

  • Cash

  • Uninsured valuables

  • Illegal items

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


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