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 Highlights

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

Sally Hurme Books

Checklist 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

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The Long View