Prepare advance directives


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


Illness and injury often result in a period of time when a people are not able to make financial and medical decisions for themselves. Appointing someone to make these decisions in advance is an important part of life planning.

Your spouse is the logical person to ask to make these decisions. Now that your children are grown they, too, can be called upon for this assistance.

The following resources may assist you in understanding advance directives:

Understanding Advance Directives

Durable Financial Powers of Attorney

Living Wills and Medical Powers of Attorney

Living Wills and Advance Directives for Medical Decisions


Emptying the Nest Tasks

1. Financing college
2. Revising your spending plan
3. Planning for long-term care
4. Preparing for retirement
5. Estate planning

Estate planning Subtasks

1. Review your ownership and beneficiary designations
2. Revise your will with the assistance of an estate planning professional
3. Prepare advance directives

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