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Makin’ A List? Checkin’ It Twice?!

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Makin’ A List?  Checkin’ It Twice?!

Yes, we’re entering the holiday season and under “normal” circumstances, list-making would be an essential part of adding joy (and order) to the season.  But this is the year when things absolutely WILL be different.

But let’s not throw out the baby with the “list-making” bathwater.  List-making itself can be a marvelous tool to bring to help us reach our expectations.

When she reached her 70s, mom made a list of everything of value in her house. The list was on pages of yellow legal paper, penned with her (ahem) unusual cursive.

As she grew older, and a bit more forgetful, she made the same list several more times, and tucked away each copy in a different drawer. After she passed away, we uncovered them. My sister and I kidded about it, but mom meant well. She made our lives easier when we went to settle her estate.

Do you have a list? If you don’t, get started now. You’ll have the confidence that your wishes will be honored after you are gone.

Let’s get more specific about what needs to be on the list. It’s a lot more than personal possessions. Below we’ve highlighted major categories.

  1. Financial accounts, with account #s, approximate amounts and contacts
  2. Income sources (Social Security, annuities, pensions, etc.)
  3. Debts
  4. Insurance policies
  5. Estate planning documents
  6. Tax returns
  7. Automated payments and inflows
  8. Important contacts, including professionals, friends and spiritual leaders
  9. Passwords
  10. Personal possessions that matter
  11. Location of key documents(Social Security card, drivers license, passport, etc.)
  12. Wishes / instructions not in your will or trust

This list shouldn’t take you more than a couple hours to create. Your family will breathe a sigh of relief. So will the companies which make yellow legal pads.

After Fifty Living™ was founded by Jo-Anne Lema, a genuine Boomer and member of the 50+ generation. As she likes to say, “Our enormous generation is charting new territory – we’re healthier, better educated, and more financially fit than any other generation at this time. And, as we march through history, 110 million strong – unique, new issues are developing. It’s exciting to be a part of the development and growth of AfterFiftyLiving.com. This is a historic solution for a historic generation.”

Jo-Anne spent many years in the financial and operations side of higher education after having received a doctorate in education management and administration from Harvard, and an MBA from Southern New Hampshire University. Launching out on her own, though, has been the fulfillment of a life dream. Jo-Anne believes that “AfterFiftyLiving™ will delight its visitors, catalyze its partners, and will significantly benefit those who engage it.”

Residing in New England along with her husband of 35+ years, she never ceases to brag about her two children and 4 grandkids!

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