Checklist for my family : a guide to my history, financial plans, and final wishes / Sally Balch Hurme.

Format:

Book

Author/Creator:

Hurme, Sally Balch, author.

Language:

English

Subjects (All):

Estate planning--United States--Popular works.

Estate planning.

Older people--United States--Handbooks, manuals, etc.

Older people.

Physical Description:

1 online resource (386 pages)

Edition:

Second edition.

Place of Publication:

Chicago, Illinois : American Bar Association, [2022]

Summary:

This guidebook provides a comprehensive framework for organizing personal, financial, and legal affairs to ensure peace of mind for individuals and their families. Covering topics such as personal history, family history, insurance, banking, investments, retirement benefits, veterans benefits, real estate, assets and debts, legal documents, and medical and final wishes, it aims to help readers systematically gather and document critical information. The book is intended for individuals seeking to organize their affairs and provide clarity and security for their loved ones. It includes practical checklists and advice to simplify the process, emphasizing the importance of preparation in case of unexpected life events. Generated by AI.

Contents:

Intro

Title Page

Copyright Page

Contents at a Glance

Contents

Introduction: A Gift to Yourself and Your Family

Chapter 1: My Personal History

Personal History Action Checklists

Basic Personal Information

Biography

Contacts

Health and Medication Record

Awards and Accomplishments

Education

Employment

Memberships

Pets

Religion, Politics, and Hobbies

Residences

Where to Find It

Personal History: Other Highlights

Chapter 2: My Family History

Family History Action Checklists

Children and Grandchildren

Parents

Siblings

Grandparents

Aunts, Uncles, and Cousins

Family Medical History

Family History: Other Highlights

Chapter 3: My Insurance

Insurance Action Checklists

Annuity

Health Insurance: Group, Private, Medicare, and Long-Term Care

Homeowners and Renters Insurance

Life Insurance

Umbrella Insurance

Vehicle Insurance

Insurance: Other Highlights

Chapter 4: My Banking and Savings

Banking and Savings Action Checklists

Certificates of Deposit

Checking and Savings Accounts

Credit Unions

Safe Deposit Boxes

Savings Bonds

Banking and Savings: Other Highlights

Chapter 5: My Investments

Investments Action Checklists

Education Savings (529) Plans

Investment Accounts

Treasury Bills and Bonds

Investments: Other Highlights

Chapter 6: My Retirement Benefits

Retirement Benefits Action Checklists

Pensions

Retirement Plans

Social Security Benefits

Retirement Benefits: Other Highlights

Chapter 7: My Veterans Benefits

Veterans Benefits Action Checklists

Veterans Benefits for Me and My Caregivers

Veterans Benefits upon My Death

Veterans Benefits: Other Highlights

Chapter 8: My Real Estate

Real Estate Action Checklists

Business Property

Condominium

Investment Property.

Primary Residence

Rental Residence

Secondary Residence

Timeshare

Trust

Real Estate: Other Highlights

Chapter 9: My Other Assets and Debts

Other Assets and Debts Action Checklists

Business Interests

Copyrights, Patents, and Royalties

Credit/Debit Cards

Digital Assets

Lawsuits and Judgments

Loyalty Programs

Outstanding Loans

Personal Debts

Reverse Mortgage

Special Possessions

Storage Units

Vehicles

Assets and Debts: Other Highlights

Chapter 10: My Will, Trust, and Power of Attorney for Finances

Will, Trust, and Power of Attorney for Finances Action Checklists

Letters of Instruction

Living Trust

Power of Attorney for Finances

Will and Codicil

Will, Trust, and Power of Attorney for Finances: Other Highlights

Chapter 11: My Medical and Final Wishes

Medical and Final Wishes Action Checklists

Burial

Celebration of Life

Charities

Cremation

Donation of Organs and Tissues

Entombment

Ethical Will/Legacy Documents

Final Wishes

Funeral

Health Care Directives

Letters to Friends and Relatives

Memorial Service

Obituary

People to Contact

Pet Care

Whole Body Donation

Medical and Final Wishes: Other Highlights

Resources

About the Author.

Notes:

Title from eBook information screen..

Description based on publisher supplied metadata and other sources.

Part of the metadata in this record was created by AI, based on the text of the resource.

Description based on print version record.

Other Format:

Print version: Hurme, Sally Balch ABA/AARP Checklist for My Family

ISBN:

9781639050161

1639050167

OCLC:

1396695916