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Morningstar, Inc. · February 4, 2026
The Long View: Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
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- 1K0.1× the show's usual
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- 51mshow usual ~47m
- Participants
- 3
- Topics
- 4
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The author of ‘Checklist for My Family’ on how to organize important personal, financial, and legal information to make things easier for your loved ones. 00:00:00 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
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