Examined Life
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Later Life Set

For planning ahead, caring for parents and settling an estate: Social Security and retirement, Medicare, caregiving, estate planning, the estate organizer, the funeral guide and the Oklahoma executor's guide. $109.93 if bought separately.

  • Social Security and Retirement How benefits are figured, full retirement age, claiming early or late, spousal, divorced-spouse and survivor benefits, working while collecting, taxes, retirement accounts, required withdrawals and a retirement budget.
    $13.99
  • Medicare Made Clear Enrollment windows, Original Medicare vs. Advantage, Medigap, Part D, 2026 costs and IRMAA, with plan comparison sheets.
    $14.99
  • Caring for an Aging Parent Legal papers, Medicare and SoonerCare long-term care, home care and facilities, FMLA, taxes and a care log.
    $16.99
  • Estate Planning Basics Wills, living trusts, TOD deeds, beneficiary designations, spouse and children's rights, powers of attorney and taxes.
    $16.99
  • Just in Case Estate & Life Organizer Accounts, documents, contacts, digital life and final wishes, in one place for the people you trust.
    $16.99
  • Planning a Funeral and What to Do When Someone Dies Your wishes, your rights and the costs, the first days, who to notify and estate basics.
    $14.99
  • The Executor's Guide to Probate: Oklahoma The first two weeks, whether probate is needed, the small estate affidavit, summary administration, appointment, creditor notices, the inventory, paying debts, fees, tax duties and closing the estate.
    $14.99
$64.99one-time · every file in the set
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You save $44.94. The organizers and guides are general information, not legal, tax or financial advice; see each product's page for details.