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Getting Your Legal House in Order

Discover peace of mind with this approachable, step-by-step plan for getting your financial, legal, and estate plans together.
 
 
Rated 5 out of 5 by from Perhaps the Most Valuable Advice in a TGC Course! A quick review of the lecture topics of this course was all I required to purchase this course - I needed this! It was time for me to address my final affairs, tout de suite, and this course would allow me to learn how to proceed with a better understanding of the options I had. Sally Balch Hurme was extremely helpful and likable, with a clear, well-paced presentation of laying out the facts and giving her recommendations. Her lectures were interesting and easy to understand. One of the things she kept pointing out was that ... We ALL need to take care of these legal matters, not just those of us who are in our senior years. There are many horror stories about the unfair, mistaken disbursal of property and other decisions that arise as the result of not having our wishes set out properly ahead of time, and/or not keeping those wishes and decisions updated from time to time. I didn't need to know everything that was discussed in the course, but I didn't skip anything when I took the course ... and I am now no longer a stranger to some of the matters that seniors face. More importantly, I paid close attention to the lectures that were vitally important to my life, and to the lives of my kids. I was in the driver's seat when it came to final decisions, and I needed the road map in front of me ... to start right now, making my plans (in writing); gathering family records and identification papers; drawing up documents and having my signature witnessed (and notarized, when necessary); composing lists of passwords, codes, contacts, etc; devising an effective storage system for all of these documents (and more); making arrangements with specific entities to entitle my representative/agent as TOD on certain accounts, Beneficiary Deed to House; Durable Power of Attorney and Health POA, and, in my case, a Last Will and Testament to cover anything that I may have overlooked (even though the arrangements I had made would likely prevent the need for probate involvement.). It was/is also important to keep the proper people in the loop ... where are these items located, and how access can be obtained. For me, "mission accomplished now." Peace of mind? Absolutely! All I needed was a nudge in the right direction - This is what this course gave to me. Thank you so much, Sally Balch Hurme! I am eternally grateful to you!
Date published: 2025-04-09
Rated 5 out of 5 by from Great explanations of different topics Sally Hume explains many different topics. Some did not apply to me but I still found the interesting. She breaks down each topic and covers what you will need to know, what we all eventually have to know.
Date published: 2025-03-26
Rated 5 out of 5 by from Very great course a eye open help me to take question to my lawyer when I make a appointment to talk to him or her about my affairs .
Date published: 2024-11-12
Rated 5 out of 5 by from Very clear and understandable I would recommend this to everyone. It is not only informative, but also vital for those who are left.
Date published: 2023-03-07
Rated 5 out of 5 by from Get legal house in order Provides excellent info & additional references on specific topics of interest
Date published: 2022-12-28
Rated 5 out of 5 by from Interesting courses Bought courses recently and haven’t gotten into the courses to any extent as yet. But, courses are going to be a huge assistance in my legal affairs, mostly, my Living Trust.
Date published: 2022-09-14
Rated 5 out of 5 by from Don't gift this, learn from this. We gifted "Getting Your Legal House in Order" to my husbands grandparents, they took it the wrong way. In 2021, we both graduated from college, kept it and learned a lot.
Date published: 2022-08-26
Rated 5 out of 5 by from Getting Your Legal House in Order I just completed course PD5037, subject Title, and thought "Counselor" Sally Balch Hurme's (JD) lectures were fantastic. 18 lectures ~30 Min per lecture and Sally didn't miss a beat with no hesitation, and provided a very focused overview of the material. My expectations for the course, after going through many of the "Law School for Everyone Courses (2012A, 2018A-01, 2015A)" was very different from what I experienced in this course, which was very practical, understandable, and useful information without obfuscation, however dated it might be. However, I would have titled this course differently, such as a "Practical Judicial Overview of Life Assets: Management, Protection, and Preservation." I view this course a very welcome addition to my TGC "Law Library".
Date published: 2022-07-17
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Getting Your Legal House in Order

Trailer

Get Your Legal Life Together Now!

01: Get Your Legal Life Together Now!

Begin your course with a survey of what makes up your legal house, from the ordinary day-to-day documents you already have to estate planning tools and considerations. You’ll quickly learn that “getting your legal house in order” is less daunting than it sounds—and it starts with an inventory you will take in this first lecture.

32 min
Reducing Debt by Reading the Fine Print

02: Reducing Debt by Reading the Fine Print

Too often, debt is easy to get into but hard to get out of, which is problematic because not only can debt limit your choices today, but it can also endanger the future for you and your loved ones. Here, you will review the major types of consumer debt, things you should consider before taking on debt, and the relationship between debt and your credit score.

31 min
Protecting Yourself from Identity Theft

03: Protecting Yourself from Identity Theft

Everyone is a potential target of identity thieves, and the best way to defend yourself is to understand how thieves operate. Whether it’s a phony call from the IRS or someone rooting around in your trash for account numbers and passcodes, thieves can be wily. Learn several strategies for defending yourself and your data.

32 min
Knowing Your Property Rights

04: Knowing Your Property Rights

Property is central to American law, but as anyone who has run afoul of the local zoning board or a condominium’s HOA understands, your name might be on the deed (or lease), but property restrictions are rampant. Explore the many rights, responsibilities, restrictions, and hassles of owning and renting property.

31 min
Deciding Whether a Timeshare Is for You

05: Deciding Whether a Timeshare Is for You

The marketing literature paints a lovely picture: an ownership stake in vacation property that will set your family up for years of getaways. Timeshares may be wildly popular, but an inside investigation of the costs shows they don’t always add up to a wise investment. Find out what you need to know before buying—or selling—a timeshare.

32 min
Choosing the Insurance You Need

06: Choosing the Insurance You Need

Insurance is something you buy with the hope that you’ll never have to use it. But if you ever do need it, you certainly want to make sure you are covered. Unpack some of the most common types of insurance and arm yourself with a newfound understanding of policies and coverage.

29 min
Figuring Out Your Retirement Finances

07: Figuring Out Your Retirement Finances

Making the leap from a regular paycheck in your working years to living off your savings in retirement can be scary, and planning ahead is the best way to take care of yourself. From 401(k)s and IRAs to annuities and defined-benefit pension plans, get to know the financial instruments that will take care of you in your golden years.

32 min
Making the Most of Medicare and Medicaid

08: Making the Most of Medicare and Medicaid

No one has ever been accused of saying Medicare and Medicaid are easy to understand. Like the rest of the American health care system, Medicare and Medicaid are built around confusing concepts such as coverage, deductibles, coinsurance—and even “Medigap insurance.” Learn how to make the most of your medical insurance options in later life.

33 min
Weighing the Benefits of Reverse Mortgages

09: Weighing the Benefits of Reverse Mortgages

For some, a reverse mortgage can be a handy tool in retirement, providing a flow of steady cash backed by property you own. Here, you will find out what exactly a reverse mortgage is, how it works, who might want one, and why you might want to avoid them altogether.

32 min
Comparing Retirement Communities

10: Comparing Retirement Communities

Where do you want to live in retirement? From resort-like active 50+ communities to Continuing Care Retirement Communities (CCRCs), today’s seniors have more choices than ever before. Survey the ins and outs of age-specific communities, the continuum of care, and what to watch for when planning your finances.

33 min
Drafting Your Estate Plan

11: Drafting Your Estate Plan

A will is a central document in your estate plan, a way to distribute property that is not already designated by some other way. Reflect on what a will does, why you might or might not need one, and what happens to your property if you die without one. Also, begin thinking about what you should include in a will.

33 min
Understanding and Using Trusts

12: Understanding and Using Trusts

Although you’ve no doubt heard of a “trust,” there is a great deal of confusion and misinformation around the concept. Continue reflecting on your estate plan in this lecture that demystifies what a trust is, why you might need both a will and a trust, what you don’t want to put in a trust, and a few special reasons to set one up.

30 min
Controlling Who Gets Your Property

13: Controlling Who Gets Your Property

How you own what you own can make a big difference when it comes time to settle your estate. Consider the legal theory of property “interests”—or rights of ownership—and how you would like your property divided up. Things get complicated in a hurry when it comes to joint ownership, you’ll want to pay close attention if you have a partial interest in a piece of property.

35 min
Separating Probate Facts from Fiction

14: Separating Probate Facts from Fiction

At its most basic, “probate” is a court-monitored procedure that determines the validity of a will, inventories assets, and settles claims on an estate. Think of the court as a referee to a game involving heirs, beneficiaries, creditors, executors, administrators, and other players. Get to know how to make probate as smooth and simple as possible for your family.

31 min
Conveying Your Personal Wishes in Writing

15: Conveying Your Personal Wishes in Writing

The process of dividing up property can lead to nasty disputes within a family. Fortunately, you can take two easy steps to head off potential family feuds: Write a letter of instruction for your final wishes and another letter for your personal belongings. From organ donation to the type of funeral you want, a letter can save a lot of heartache.

27 min
Creating a Financial Power of Attorney

16: Creating a Financial Power of Attorney

A “power of attorney” is a simple document that gives written authorization to someone to represent you or act on your behalf. As you will learn in this lecture, every adult should have a power of attorney for matters of health and a second power of attorney for matters of finance. See why, and then explore the responsibility of being an agent.

31 min
Caregiving by Contract or Court Order

17: Caregiving by Contract or Court Order

Much has been written about caregiving, but in this lecture, you will study two legal aspects of the caregiving relationship: the compensation contract for hiring a caregiver or paying a family member for services and the process of working through legal guardianship. Discover a few legal nuances and why they are important.

32 min
Preparing Medical Advance Directives

18: Preparing Medical Advance Directives

One of the kindest things you can do for your family is spare them the distress of having to face decisions about your health care without knowing your wishes. In this final lecture, delve into advanced care planning (including health care powers of attorney)—what treatments you want, and in what circumstances. As with all the tools you have studied, an advance directive is about peace of mind.

34 min

Overview Course No. 5037

The law impacts nearly every aspect of our lives, yet we seldom stop to reflect on the tools, documents, and procedures that allow our society to function. Property and contracts, insurance and credit, taxes and estate planning: These issues may be intimidating, but getting on top of your legal affairs is one of the best things you can do for yourself and your family. The good news is that a few simple concepts, a little organization, and some step-by-step planning can help you get your legal life into the best shape possible.

If you’re like many people, you may not have made the time to consider whether you need a will, or how much insurance is a good investment. Tackling these issues doesn’t have to be a major chore. Getting Your Legal House in Order gives you a practical and accessible look at what you need to do to secure your future. Taught by author and elder law attorney Sally Balch Hurme, these 18 eye-opening lectures offer an enjoyable and immensely satisfying foray into your legal affairs.

As you will quickly learn, the language of legal and financial procedures can be confusing—wills and trusts, codicils and probate, insurance and annuities—but Sally Hurme offers clear explanations and a blueprint for you to follow. There’s no substitute for having your own attorney, financial advisor, or accountant assessing your unique situation, but this course offers a captivating overview of personal legal issues, and it should be required viewing for people of any age.

About

Sally Hurme

If you’re like many people, you need to get straight on a host of legal matters.

INSTITUTION

Elder Law Expert and Author

Sally Balch Hurme is an elder law expert and author who has led the national conversation on many of the legal issues of concern to older persons and their families. She received her B.A. in Political Science from Newcomb College of Tulane University and her J.D. from the American University Washington College of Law.
Sally Hurme’s legal career spans public service, private practice, associations, and a wealth of volunteer commitments. Among other positions, she has served as a city magistrate in Alexandria, Virginia; an attorney adviser with the Office of Intelligence Policy and Review at the U.S. Department of Justice; and a staff attorney with the American Bar Association Commission on Law and Aging. She also worked for nearly 25 years for AARP, and she has taught as an adjunct professor at the American University Washington College of Law and The George Washington University Law School.
Because of her wealth of knowledge on elder law issues, Sally Hurme is quoted frequently in The Wall Street Journal, USA TODAY, The New York Times, Money, and other national media, and she has lectured worldwide on elder abuse and guardianship. She has written more than 20 law review articles on elder law topics, and she is the author of the award-winning series of Checklist books about elder law for consumers published by the American Bar Association and AARP.
A long-term member of the National Academy of Elder Law Attorneys, the American Bar Association, and the Virginia and District of Columbia bars, Sally Hurme lives in Bridgewater, Virginia, and enjoys kayaking on the Shenandoah River with her grandchildren.

By This Expert

Getting Your Legal House in Order
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