The Handbook for Advance Planning by Retirees & Families is an essential resource document to help retirees manage their lives and estate as they age. The links below contain the 3rd edition of Handbook for Advance Planning by Retirees & Families published in November 2024. Accompanying the Handbook is the Checklist … to help you keep track of your progress.
Note: You can download the Handbook, Guide and the Checklist as PDF files and print or save them for future use. If you are using Chrome, Edge, or Firefox you can click on the download button 
or save button 
with the arrow pointing downwards, on the upper right corner of your screen. If you are using Safari, go to File on the menu bar and select “Export as PDF.”
