After working for a lifetime, you deserve to enjoy your retirement years. To prepare for this and to leave your legacy to your heirs, here are some issues to consider to get your affairs in order for your retirement:
A legal power of attorney to have someone you trust manage your finances.
A durable medical power of attorney to have someone you trust make medical decisions on your behalf.
A Living trust to have your property distributed while avoiding lengthy and expensive probate.
A will to state your preference for disposition of your earthly remains and property not included in your living trust.
Downsize: give away, donate or discard items that you no longer use or no longer bring you joy. Shred and discard records that are no longer needed.
Retirement Community: find a facility that provides multiple levels of elder care (assisted living, skilled nursing and Alzheimer’s care). Develop a plan for paying for these services.
One Heart Real Estate, LLC can refer excellent, professional resources to help you accomplish your goals.