Sally Balch Hurme: Getting Your Affairs in Order as You Get Older

Our guest on the podcast today is Sally Balch Hurme . Sally is the author of Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes , as well as several other books. She worked at AARP for 23 years and has written more than 20 law review articles on topics related to elder law. She has also served on the boards of the National Guardianship Association and the Center for Guardianship Certification, where she helped develop standards for guardians and reform guardianship policies and procedures. Before moving to AARP, she was a partner in a private law firm and held several other legal roles. She also served as an adjunct professor at the George Washington University Law School, teaching elder law for eight years. She received her BA from Tulane University and her JD cum laude from the Washington College of Law at American University. Episode Highlights 00:00:00 Working at the American Bar Association, AARP, and as a Caregiver 00:06:15 How to Get Started in Eldercare Planning 00:08:15 Final Wishes, Finding Your Roots, and Key Documents 00:26:31 Designated Beneficiaries and Medication Tracking 00:33:38 Home Deeds and The Power in Power of Attorney 00:39:48 Cleaning Up Digital Assets Sally Hurme Books Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes The ABA/AARP Checklist for Family Caregivers: A Guide to Making It Manageable More From Morningstar Beth Pinsker: Lessons From ‘My Mother’s Money’ Inherited IRAs: What to Know About Taxes, RMDs, and More How to Tackle Estate-Planning Basics in 7 Steps If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com . Follow Christine Benz ( @christine_benz ) and Ben Johnson ( @MstarBenJohnson ) on X, and Christine Benz , Amy Arnott , and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine , Ben , and Amy.

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Sally Balch Hurme: Getting Your Affairs in Order as You Get Older is an episode from The Long View by Morningstar.

This episode is 00:50:36 long.

This episode was published on Feb 3, 2026.

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