Many of our clients find themselves in the position of caring for a parent, whether physically, financially or in a coordination role. For many, this is unchartered territory. It is often difficult for a parent to open up about money with an adult child and allow someone else to take over.
We have extensive experience in helping clients navigate these often difficult conversations and position themselves to assist their parent financially. While every situation is unique, we often see it progress through these general stages:
Whatever stage you may be at with your parent, we can help.
We have helped many others like you to get through this challenging stage of life. Like anything new, it can be daunting at first, so we help you feel more in control by putting a plan in place so that both you and your parent feel more peace of mind.