Checklist for my family a guide to my history, financial plans, and final wishes

“ABA/AARP Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes, provides a roadmap to put your life in order in one place: everything from passwords and bank and retirement accounts to legal documents, doctors and medications, wishes about medical care, and more. While g...

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Bibliographic Details
Main Author: Hurme, Sally Balch (Author)
Corporate Authors: American Bar Association. Senior Lawyers Division (sponsoring body.), American Association of Retired Persons (sponsoring body.)
Format: Books Print Book
Language:English
Published: Chicago, Illinois : AARP : American Bar Association, [2015]
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Summary:“ABA/AARP Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes, provides a roadmap to put your life in order in one place: everything from passwords and bank and retirement accounts to legal documents, doctors and medications, wishes about medical care, and more. While giving you peace of mind, this book is also a gift to your loved ones, sparing them stressful decisions and needless frustrations when you are ill or after your death. With advice that “no one knows your personal history as well as you do,” the jointly published book by the American Bar Association and AARP walks the reader through gathering that information and explains what people need, why they need it, what is missing and where to get it. Each chapter starts with a checklist that can be used to collect important and helpful information. For each item on the checklist, Hurme provides basic information as well as tips on how to locate and organize it."--From publisher's website.
Physical Description:xxi, 250 pages : forms ; 26 cm
Bibliography:Includes bibliographical references (pages 249-250)
ISBN:9781627229821 (softcover : alk. paper)
1627229825 (softcover : alk. paper)
Author Notes:Sally Balch Hurme is an elder law attorney who is quoted frequently in national media including the New York Times, Wall Street Journal, USA Today, CNN.com, Money, Kiplinger's Retirement Report, NPR, and AARP The Magazine. In her almost 25 years at AARP, she has led the national conversation on many of the legal issues vital to older persons and their families. Whether the concern is how to make decisions for others, plan for what comes next, or avoid fraud, she's been in the forefront. This ABA/AARP Checklist for My Family follows in the footsteps of the bestselling Checklist for Family Survivors, with Checklist for Caregivers: Making It Manageable available in spring 2015.