Talk of The Villages Florida - View Single Post - Solo Agers (single & no kids)--how are you planning for live in your 80's & beyond?
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Old 02-18-2024, 08:39 AM
Slainte Slainte is offline
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Default Solo Agers

Do a Financial & Medical Power of Attorney; put Pay on Death designees on your bank acts; do a Transfer on Death/beneficiary listing on investments; check annually that correct beneficiaries are listed for ins., Pensions, IRAs,; do an enhanced Lady Bird deed on your real estate, and if you are not comfortable with your agent/s on POAs, then do a Trust for your personal care & fund it & name a Trust Associate who will check Trustee’s decisions.
All docs can be amended to change chosen Agents/Trustees as you progress.
Or, take life as it occurs.
There’s always surprises, no matter how much you plan.
Good friends are often wiser, know your needs better, and are less greedy than relatives.