Medicare for the Woman Running Everything
— Including Her Parents’ Retirement
Free Downloadable Resources:
- The Medicare Timeline Checklist — A month-by-month guide to what to do before, during, and after becoming eligible for Medicare.
- The Medicare Second-Look Checklist — A practical tool for reviewing a parent’s current Medicare coverage while preparing for your own Medicare future.
- Top 10 Things About Medicare That Can Hurt You — A guide to common Medicare rules, deadlines, penalties, coverage gaps, and costs that can catch families by surprise.
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The Wake-Up Call: Why Most Families Aren’t Ready
Free Downloadable Resources:
- Family Financial Transition Map — A visual guide to the key stages families may face and the financial, legal, and planning considerations that come with each.
- Estate Document Checklist — A practical checklist to help you identify which essential estate planning documents you already have and what may still need attention.
- Letter of Instruction — A resource to help organize important information and give your family clear direction about what to do and where to find what they need.
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Getting Your Own House in Order: The Personal Planning Session
Free Downloadable Resources:
- Personal Financial Inventory — A tool to help you organize your accounts, assets, insurance, important contacts, and other essential financial information in one place.
- Emergency Information Checklist — A practical checklist to make sure your family knows what information they need and where to find it if something happens to you.
- Personal Planning Action List — A simple guide to help you identify planning gaps, prioritize next steps, and turn what you learned in the session into action.
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When a Parent Starts to Need Help: The Caregiving Conversation
Free Downloadable Resources:
- Caregiving Conversation Guide — Questions and talking points to help you begin productive conversations with your parents about their needs, wishes, and plans.
- Caregiver Preparedness Checklist — A practical checklist to help you understand what information, documents, and resources should be in place before more help is needed.
- Parent Financial Information Organizer — A tool to help organize important financial accounts, insurance information, professional contacts, and other details you may need when stepping into a caregiving role
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When a Loved One Dies: The First 90 Days
Free Downloadable Resources:
- First 90 Days Checklist — A step-by-step guide to the most important tasks to address in the days, weeks, and months following a loved one’s death.
- Important Documents & Information Checklist — A resource to help you locate and organize the financial, legal, insurance, and personal information needed to settle your loved one’s affairs.
- Who to Contact Guide — A practical list of the professionals, institutions, and organizations that may need to be notified following a death.
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Pulling It All Together: Your Family Preparedness Plan
Free Downloadable Resources:
- Family Preparedness Plan — A comprehensive tool to bring your family’s financial, estate, caregiving, and emergency planning information together in one place.
- Family Preparedness Checklist — A final checklist to help you identify what is complete, what still needs attention, and where gaps may remain.
- 90-Day Action Plan — A simple roadmap for prioritizing your next steps and making meaningful progress without trying to tackle everything at once.
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