• Home
  • Articles
  • S Central PA
  • About
  • Resources
  • Contact
  • Blog

Facilitate Elder Life Planning in 3 Simple Steps

Don't task your loved ones with searching for your important documents when they may be needed the most. Elder Life Planning Can Be Easy If You Follow These 3 Easy Steps.
Elder life planning, like so many other things, is often harder to begin than to finish. Society shies away from discussing death and its impact on others. As a result, many things are often left undone until it’s too late. In some cases, this just makes it harder on the person tasked with finding and pulling together all the necessary information. In today’s digital age, this can mean assets are lost forever.

STEP 1 - Begin the Conversation

You can’t finish what you never start. Review these online resources and choose an approach you find most comfortable.• The Talk of a Lifetime (talkofalifetime.org) offers a free workbook to get you started• Deathwise (deathwise.org) download their “Wise Conversations Starter Kit”• The Conversation Project (theconversationproject.org) offers a free starter kit

STEP 2 - Lead By Example

Don’t ask a parent or family member to do what you aren’t willing to do or haven’t yet done. By leading the way, you’re protecting your own family from the frustrations of handling your affairs without guidance and access, should something unexpected happen to you.
Leading by example also helps you provide assistance to someone who is hesitant. With your newfound experience, it will be easier to show them how to pull their information together!

STEP 3 - Use and Share Resources

  • Everplans.com – This online life planning service poses a series of questions to help customize plans, including “to do” lists, resources and forms based on your state. (The basic plan is free; $75/year for a premium plan with all options.)
  • GetYourShitTogether.org – An unfortunate name, but an excellent resource for life planning. This site is the brainchild of Chanel Reynolds, who found herself dealing with too many details while grieving the unexpected loss of her young husband. She urges everyone to plan ahead because, “It takes way more energy to worry about something than it does to be relieved.” (Free.)
Related Articles: How To Approach The Moving To Assisted Living Conversation Top 10 Rightsizing Tips From A Senior Downsizing
You can count on Margie Yohn, Realtor® & Seniors Real Estate Specialist®, to guide you through seniors issues --either yours or on behalf of an elderly loved one -- with the goal to inform, educate and advocate for transitions that are less stressful and more successful. For Seniors On The Move!
717.644.3812
margie@margieyohn.com
Real Estate Concierge Downsizing Stuff Consultant Stress Free Transitions
Margie Yohn, Realtor SRES Seniors Real Estate Specialist
Copyright 2023© All rights reserved.
Brokerage services provided by: Bering Real Estate 1038 E Main St, Palmyra PA
for all your real estate needs IN SOUTH CENTRAL PENNSYLVANIA! including LEBANON COUNTY, DAUPHIN COUNTY AND LANCASTER COUNTY, HERSHEY, LEBANON, LANCASTER, MANHEIM, LITITZ, ANNVILLE, PALMYRA, LINGLESTOWN, GRANTVILLE, FT INDIANTOWN GAP, FREDERICKSBURG, JONESTOWN, Elizabethtown, HARRISBURG, CLEONA, MT GRETNA & ALL OF SOUTH CENTRAL PA

We use cookies to enable essential functionality on our website, and analyze website traffic. By clicking Accept you consent to our use of cookies. Read about how we use cookies.

Your Cookie Settings

We use cookies to enable essential functionality on our website, and analyze website traffic. Read about how we use cookies.

Cookie Categories
Essential

These cookies are strictly necessary to provide you with services available through our websites. You cannot refuse these cookies without impacting how our websites function. You can block or delete them by changing your browser settings, as described under the heading "Managing cookies" in the Privacy and Cookies Policy.

Analytics

These cookies collect information that is used in aggregate form to help us understand how our websites are being used or how effective our marketing campaigns are.