Aging Parents

caring for aging parents

caring for aging parents

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.

  • Navigate those tough conversations.
  • Brainstorm how best to approach your parent about one of the above stages.
  • Review the investment and banking products your parent has and consider whether there may be a more appropriate option.
  • Discuss estate planning that can be done so you’re better prepared to handle a future estate settlement.

We have helped many people get through this challenging stage of life. Like anything new, it can be daunting at first, so we help  put a plan in place so that both you and your parent feel more peace of mind.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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