ABA/AARP Checklist for My Family

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.

Contents 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