Roberta K. Taylor

“—   We have talked about our timetable for retirement. — We make financial decisions together. —   We know that our roles may change as we go through transition. —   Having time together and time apart is important to both of us. —   Intimacy and affection are an important part of our relationship. —   We agree on our obligations and responsibilities to family. —   We have planned for future medical and healthcare needs. —   We talk about lifestyle and where we may want to live. —   Social and community connections are a satisfying part of our lives.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Estate-Planning Checklist (for each of you) • Up-to-date will • Healthcare proxy • Power of attorney • Living will • HIPAA form •  List of what you are bequeathing • Legacy requests •  Where your important documents are kept • What assets you have • Where your accounts are located • Account numbers, PINs, and passwords •  Names of trusted people who know where your car keys, house keys, and safe deposit box keys are kept • Important names and contact information: ○ Attorney/financial adviser/CPA ○ Insurance broker ○ Healthcare providers ○ Estate attorney ○ Bank name and branch office location ○ Safe deposit box location and number”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together