Description
Book SynopsisDon't put it off any longer! Get your life in order and make sure your family knows your plans and wishes with this simple step-by-step guide by a top expert in the field. This valuable resource walks you through the process of gathering in one place critical information about your finances, legal documents, online accounts, passwords, wishes about medical care, and more. Plus, it tells you what you need, what's missing, and where to get it. You’re never too young or too old to get organized and prepared,, so start now. While giving you peace of mind, this book is also a gift to your loved ones, sparing them stressful decisions should you become ill or die. Stay in control of your affairs with this updated edition of the award-winning book by AARP and the American Bar Association.
Trade ReviewPraise for the Bestselling, Award-winning Checklist for My Family
Stacks of papers are among the biggest challenges of decluttering and downsizing. The fear of throwing away something important scares us all. But retaining the mess clogs up your living space—and your life. There’s a simple solution. Sally Hurme’s Checklist for My Family guides you step by step through which papers to save, which to toss, and where to keep them.
—Matt Paxton, author of Keep the Memories, Lose the Stuff: Declutter, Downsize, and Move Forward With Your Life; star of PBS’s Emmy-nominated Legacy List with Matt Paxton; and celebrity cleaner on Hoarders
Pulling all this information together in one place, with Sally Hurme’s latest book, will help you immeasurably every time you visit a doctor, do your taxes, access an online account, and more. And if you’re wondering, “When I die or get sick, will my loved ones know what to do? Will they understand what I want?” you can be reassured: With Checklist for My Family, the answer is yes.
—Jean Chatzky, CEO of HerMoney.com and AARP Financial Ambassador
This is the one workbook every family needs to organize all the critically important information that we usually relegate to a drawer, box, or online file somewhere—information about family history, life events, financial assets, estate plans, benefit entitlements, health care, and end-of-life wishes. It will help you now, and it will help your loved ones avoid the agonizing time, effort, and expense of finding that important document, account number, photograph, or historical gem.
—Charlie Sabatino, former director, Commission on Law and Aging, American Bar Association
Table of ContentsContents at a Glance
Introduction: A Gift to Yourself and Your Family
Chapter 1: My Personal History
Chapter 2: My Family History
Chapter 3: My Insurance
Chapter 4: My Banking and Savings
Chapter 5: My Investments
Chapter 6: My Retirement Benefits
Chapter 7: My Veterans Benefits
Chapter 8: My Real Estate
Chapter 9: My Other Assets and Debts
Chapter 10: My Will, Trust, and Power of Attorney for Finances
Chapter 11: My Medical and Final Wishes
Resources
About the Author
