|
Our guest on the podcast today is Sally Balch Hurme. Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes, as well as several other books. She worked at AARP for 23 years and has written more than 20 law review articles on topics related to elder law. She has also served on the boards of the National Guardianship Association and the Center for Guardianship Certification, where she helped develop standards for guardians and reform guardianship policies and procedures. Before moving to AARP, she was a partner in a private law firm and held several other legal roles. She also served as an adjunct professor at the George Washington University Law School, teaching elder law for eight years. She received her BA from Tulane University and her JD cum laude from the Washington College of Law at American University. Episode Highlights00:00:00 Working at the American Bar Association, AARP, and as a Caregiver 00:06:15 How to Get Started in Eldercare Planning 00:08:15 Final Wishes, Finding Your Roots, and Key Documents 00:26:31 Designated Beneficiaries and Medication Tracking 00:33:38 Home Deeds and The Power in Power of Attorney 00:39:48 Cleaning Up Digital Assets Sally Hurme BooksChecklist for My Family: A Guide to My History, Financial Plans and Final Wishes The ABA/AARP Checklist for Family Caregivers: A Guide to Making It Manageable More From MorningstarBeth Pinsker: Lessons From ‘My Mother’s Money’ Inherited IRAs: What to Know About Taxes, RMDs, and More How to Tackle Estate-Planning Basics in 7 Steps If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com. Follow Christine Benz (@christine_benz), Amy Arnott (@AmyCArnott1), and Ben Johnson (@MstarBenJohnson) on X. Visit Morningstar.com for new research and insights from Christine, Ben, and Amy. Subscribe to Christine’s weekly newsletter, Improving Your Finances. If you want more Morningstar podcasts, check out The Morning Filter and Investing Insights.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. |
.png)
More
Religion & Spirituality
Education
Arts and Design
Health
Fashion & Beauty
Government & Organizations
Kids & family
Music
News & Politics
Science & Medicine
Society & Culture
Sports & Recreation
TV & Film
Technology
Philosophy
Storytelling
Horror and Paranomal
True Crime
Leisure
Travel
Fiction
Crypto
Marketing
History
Comedy
Arts
Games & Hobbies
Business
Motivation
