The Long View

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

11 snips
Feb 3, 2026
Sally Balch Hurme, an elder-law attorney and author who spent 23 years at AARP and wrote practical checklists for families. She talks about simple first steps to organizing affairs. She shares why documenting final wishes and family history matters. She covers must-have documents, medication lists, beneficiary reviews, power-of-attorney choices, and cleaning up digital accounts.
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ANECDOTE

Putting Her Advice Into Practice

  • Sally cared full-time for her husband after his dementia diagnosis and implemented the plans she advocated.
  • She downsized, simplified finances, updated documents, and built a new medical team as needs changed.
INSIGHT

Clarity Is A Gift To Survivors

  • Making preferences known is a gift that eases survivors' grief and conflict.
  • Clear instructions prevent family disputes and speed correct decisions after death.
ADVICE

Use Personal History To Get Started

  • Start your checklist with your personal history because you know it best.
  • Use brief stories and facts to create a meaningful family record quickly.
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