首页    期刊浏览 2024年12月02日 星期一
登录注册

文章基本信息

  • 标题:Prelude to Estate Planning: Helping Older Adults Simplify Their Lives Before Meeting with Professionals
  • 本地全文:下载
  • 作者:Becky Hutchings ; Karen Richel ; Gretchen Manker
  • 期刊名称:Journal of Extension
  • 印刷版ISSN:0022-0140
  • 电子版ISSN:1077-5315
  • 出版年度:2020
  • 卷号:58
  • 期号:2
  • 页码:1-3
  • 出版社:Journal of Extension, Inc.
  • 摘要:Baby boomers are retiring earlier and living longer than any previous generation. With this longevity comes a resistance to begin planning for final decision wishes. Estate planning programs are widely available, but few focus on the preparation needed prior to the actual estate planning meetings. The Simplify Your Life workshop offers a prelude to estate planning by educating participants on how to simplify their possessions and financial paperwork as well as how to initiate family conversations concerning final wishes. After attending, participants are able to consolidate important personal property and paperwork and hold positive and productive final wish conversations..
  • 关键词:baby boomer ; nontitled property ; estate planning ; financial organization ; end;of;life decisions
国家哲学社会科学文献中心版权所有