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SomersetGuide to
Later Life in
Somerset and
North SomersetYour local health and wellbeing guideContentsContents
3CEOs welcome4 15Age UK Somerset
Guide to our services16 17Your right to social care
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How to fill out guide to later life

How to fill out guide to later life
01
Start by making a list of your financial assets and debts.
02
Create a will or update an existing one to ensure your assets are distributed according to your wishes.
03
Consider creating an advance directive or living will to outline your healthcare preferences in case you are unable to communicate them in the future.
04
Make a list of important contacts, such as family members, doctors, lawyers, and financial advisors.
05
Organize important documents, such as insurance policies, deeds, and account information, in a secure and accessible location.
06
Review and update your retirement plans and investment portfolios regularly to ensure they align with your goals and circumstances.
07
Consider seeking help from a professional financial planner or eldercare advisor to create a comprehensive guide to later life.
Who needs guide to later life?
01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals who want to make sure their healthcare preferences are known and respected if they become incapacitated.
03
People who want to make the later stages of their life easier for themselves and their loved ones by being prepared and organized.
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What is guide to later life?
Guide to later life is a document that helps individuals plan for their retirement and future care needs.
Who is required to file guide to later life?
Individuals who are nearing retirement age or want to plan for their future care needs are required to file guide to later life.
How to fill out guide to later life?
Guide to later life can be filled out by providing information about retirement goals, financial situation, healthcare preferences, and other relevant details.
What is the purpose of guide to later life?
The purpose of guide to later life is to help individuals make informed decisions about their retirement and future care needs.
What information must be reported on guide to later life?
Information such as retirement goals, financial situation, healthcare preferences, and other relevant details must be reported on guide to later life.
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