Affairs in Order? Check

Mary Stetler said:
People like Clark Howard advise against pre paying for funerals because the places may be sold or out of business before we use them.
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The family-owned funeral home that my inlaws used to pre-pay their funerals was bought by a large corporation a few years ago. All the associated paperwork for prepaid services was honored because both my MIL and FIL were buried according to their wishes at no additional cost to the family.
 
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After talking with the lawyer's office that drew up our original wills in 2009, we were not about to pay the ridiculous fee they wanted to basically re-type our wills. So we called around and ended up making an appointment with the lawyer who handled my MIL's estate 3 years ago.

We met with him today and he said our wills don't even need "redoing" since they can simply add a codicil outlining the 2 changes. He said the wills can be re-written if we want but it is totally unnecessary. Funny that no other attorney mentioned this simple (cheap) solution.

I also asked him about other forms that might be needed at some point... powers of attorney (financial and medical), property deed that is 'transfer on death', HIPAA authorization, advance medical directive, etc. He is preparing all of those for each of us at a very reasonable cost. His office will contact us when the drafts are ready for our approval so we can proof them before signing.

I'm feeling like we got a lot of things taken care of today. I'll also say that it pays to shop around for legal services, just like anything else.
 
When I was in the hospital last July, my daughter and granddaughter came to visit at the same time. It's a rare occasion other than a birthday party that we're all together.

Since I was still pretty shaken up by the incident that got me in there, I thought it was a good time to talk to both of them about my new will.

We had a good talk about the will and my "final plans", my cremation policy, etc. My granddaughter will be my executor.

I am working on a book with all my info in it.
 
Another "after I'm gone" topic between my husband and me is what we will do when one of us is left on our own. There is no way I can take care of this house and the swimming pool, etc. if my husband dies before me. All of our children and grandkids live hours away from us and we really don't want to be a bother to them.

I was talking to my son recently and this topic came up. He said there is always a room for me (or my husband) at his house. I appreciate that, but there's no way I'd ever move in with any of my children and be a burden to them. Not going to happen. But... he does live in a rural setting on 24 acres, which would allow us to set up a small mobile home, tiny home, etc. on his property.

That would allow close proximity (for emergencies) while maintaining a self-reliant distance for privacy. So that seems like an acceptable plan, with fall-back being an 'independent living' apartment.
 
Beth Gallagher said:
Another "after I'm gone" topic between my husband and me is what we will do when one of us is left on our own. There is no way I can take care of this house and the swimming pool, etc. if my husband dies before me. All of our children and grandkids live hours away from us and we really don't want to be a bother to them.

I was talking to my son recently and this topic came up. He said there is always a room for me (or my husband) at his house. I appreciate that, but there's no way I'd ever move in with any of my children and be a burden to them. Not going to happen. But... he does live in a rural setting on 24 acres, which would allow us to set up a small mobile home, tiny home, etc. on his property.

That would allow close proximity (for emergencies) while maintaining a self-reliant distance for privacy. So that seems like an acceptable plan, with fall-back being an 'independent living' apartment.
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I was thinking of putting one of those tiny clean tesla homes. Thought I could just stick it in behind the pole building but...
 
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