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Grand Plans is a bi-monthly Substack e-newsletter sharing resources, professional direction, personal reflections and timely news links to normalize the conversation about aging and golden years planning. If you’re interested in receiving The Grand Plans newsletter, please subscribe here or let me know via email at susannabarton@me.com and I’ll sign you right up. Thanks for reading!

The 10 “Concrete Steps” of a Grand Plan

  1. Write it Down: Create a ‘death binder’ of essential, obituary and funeral information
  2. Lawyer Up: Hire an attorney to get legit about your affairs.
  3. Bean Count: Get your financial house and plan in order.
  4. Advance Your Directives: Write your prescription for health, consider your medical thresholds.
  5. Know Aid ABCs: Get knowledgeable on government programs and long-term care plans
  6. Find Help: Research professional resources available to you
  7. Welcome Home: Educate yourself on the cost, scope and reality of the life and housing you envision.
  8. Toss It: Minimize the hell out of yourself and your stuff.
  9. Real Talk: Communicate with your people, early and honestly and often
  10. Buckle Up: Relinquish the keys and be ready to ride.

And there are 10 more slightly softer steps! Learn more about all 20 steps by ordering the book Grand Plans 2.0: How to Mitigate Geri-Drama in 20 Easy Steps on Amazon, today!

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