What Issues Should I Consider for My Aging Parents?
Overview
Conversations about aging parents' finances are rarely easy to start, but having them before a crisis forces the issue tends to lead to better outcomes for everyone involved, including a clearer sense of what documents already exist.
Living arrangements, long-term care needs, and estate planning tend to be intertwined for aging parents, which makes it worth approaching as a connected set of questions rather than separate conversations.
What this checklist covers
- 1Cash flow and living arrangements
- 2Estate planning issues
- 3Tax planning issues
Common questions
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A printable list of what to handle, and in roughly what order.
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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.