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Virtual Mini-Reunion #32 - Getting Your Affairs in Order: Right-Sizing - November 1, 2022

We have three sessions planned for  "Getting Your Affairs in Order." Each includes a presentation by an expert in the field, with plenty of time for discussion, experiences from classmates, and questions.   

The first took place on Tuesday, November 1 --"Right-Sizing" or dealing with all your physical things.  This session featured Marie LeBlanc, owner of Transitions Liquidation Services.  Marie worked in various management positions for several high-tech manufacturers, but after she experienced the stress of disposing of personal property following the death of a loved one, Marie decided to start Transitions Liquidation Services in 2002 to help others.

You can view Marie's presentation here.

 

Other upcoming sessions

We'll be sending details on each of these closer to their dates:

Session #2: Tuesday, November 15 at 3:00 eastern - Dealing with Digital Assets. 

Session #3: Tuesday, December 6 at 3:00 eastern - "Last Best Act" - choices for burial options

 

Resources you may find helpful: 

  • “Checklist for My Family” from AARP.  This is a very thorough guide.  To get a copy go to aarp.org/bookstore; it's also available on Amazon
  • “I’m Dead – Now What” end of life planner.  Similar to the book from AARP but not quite as thorough.  Available on Amazon
  • “The Survivor’s Survival Guide (AKA Spare the Heir)” – Word document from our classmate, Barbara Creed – a great introduction - we will be sending out copies
  • “Do You Have a Plan?” a Guide to Estate Planning – Tiffany O’Connell (Susan Martin’s estate plan law firm).  The link to get a copy is https://focustaonow.com/
  • “Our Last Best Act” Planning for the End of Our Lives – by Mallory McDuff, our Session #3 speaker – available on Amazon