Sally Balch Hurme

Aba/AARP Get the Most Out of Retirement

Checklist for Happiness, Health, Purpose and Financial Security

• Broschiertes Buch

Produktbeschreibung

This book will find a wide appeal for those planning their retirement, and professionals who work with retiring clients, including accountants, investment advisors, and attorneys, with its simple step-by-step approach as well as more than 75 checklists, forms, and planning templates.

Produktdetails

• Verlag: American Bar Association
• Seitenzahl: 294
• Erscheinungstermin: 7. Februar 2017
• Englisch
• Abmessung: 251mm x 175mm x 18mm
• Gewicht: 567g
• ISBN-13: 9781634256513
• ISBN-10: 1634256514
• Artikelnr.: 45345296

Autorenporträt

Sally Hurme is an elder law attorney and author. While with AARP for 23 years she worked on a wide variety of issues including advance care planning, surrogate decision making, consumer fraud, elder abuse, and financial security. Ms. Hurme was an advisor to the Uniform Law Commission in the drafting of the uniform guardianship jurisdiction act and Uniform Guardianship, Conservatorship and other Protective Arrangements Act. She also was a member of the U.S. State Department delegation that drafted the Hague Convention on the International Protection of Adults. She has authored 20 law review articles and book chapters on various elder law issues and taught elder law at George Washington University Law School. She is author of the ABA/AARP Checklist series: Checklist for My Family, Checklist for Family Survivors, Checklist for Family Caregivers, Get the Most Out of Retirement, and Wise Moves. She received her law degree from the Washington College of Law at American University, Washington, D.C., and her bachelor's degree from Newcomb College, Tulane University in New Orleans. Sally currently lives in Bridgewater, VA.

Inhaltsangabe

Table of Contents CHAPTER 1 Ready
Set
Retire * Reflect on the broad strokes of your life up to now * Take stock of who you are * Peek ahead * Reimagine your life * Think outside your box * Chose how you spend your time * Be connected * Get going * Stay centered * Expect the unexpected * Keep talking * Get organized * Revel in unstructured time * Continue to be a vital member of your community * Plan for Plan B CHAPTER 2 Adjust to Changing Relationships * Prepare your work for your departure * Coordinate with your spouse on retirement plans and activities * Maintain
and enhance
your current relationships * Grow new relationships * Nourish caregiving relationships * Understand the scope and limits of legal relationships CHAPTER 3 Get Organized and Clean Out the Clutter * Record basic facts about yourself * Pull together important papers * Know how long to keep records * Take care of special possessions * Get rid of what you don't need * Tally your income and expenses CHAPTER 4 Build a Retirement Team * Touch base with your employer's human relations department * Keep track of all who provide personal services * Develop your roster of health professionals * Know the different types of financial professionals * Rely on a team of insurance agents * Find the right legal professionals CHAPTER 5 Welcome Your New Adventures * Find or expand volunteer opportunities * Learn something new * Make a travel bucket list * Work your way into a new job * Start your own business CHAPTER 6 Decide Where to Live * Check to make sure my home is safe * Compare the livability of the communities you are considering * Determine what's important about where you live * Consider dividing your time between two locations * Investigate
villages
in your community * Explore if an active living community is right for you * See if a Continuing Care Retirement Community (CCRC) is what you want * Understand what is and isn't provided in an assisted living facility * Look into skilled nursing facilities * Understand the differences in how property can be titled * Be prepared for emergencies CHAPTER 7 Retiring Abroad * Set your priorities * Narrow down ideal retirement destinations * Ask the embassy about residency requirements * Figure out how you'll manage your finances * Consider how to handle your legal affairs * Check access to and coverage for health care * Get prepared to leave CHAPTER 8 Take Control of Financial Matters * Organize information about how you bank * Review how financial accounts are titled * Check to make sure your savings bonds are still a sound investment * Keep original documents that are valuable or irreplaceable in a safe deposit box * Make sure your investments match your investment objectives * Pay attention to investment fees and expenses * Document the terms of any personal loans * List credit and debit cards * Recognize the signs of scams and financial exploitation CHAPTER 9 Manage Retirement Accounts/Benefits * Document your retirement plans and know the withdrawal rules * Track down all pension benefits * Understand Social Security benefits and how to navigate the system * Check out the benefits available to veterans and their caregivers CHAPTER 10 Insure a Good Retirement * Locate all insurance policies * Go over the terms of all insurance policies * Update the beneficiaries on life insurance policies * Review your health, disability, and Medicare insurance options * Review insurance coverage for residences * Keep vehicle insurance current * Consider long-term care insurance CHAPTER 11 Deal with Legal Matters * Document your health care preferences * Prepare an organ donor card * Plan the disposition of your body * Plan your funeral * Consider options for paying for your funeral * Know your veterans' burial benefits * Create or review your estate plan * Identify a source of funding to close your estate * Select an agent to manage your financial affairs * Discuss your advance planning with those who need to know CHAPTER 12 Take Care of Yourself * Exercise to stay strong * Eat the good (for you) stuff * Keep up your spirits * Take advantage of preventive services * Carry with you a personal medication record * Know your family medical history