How to Discuss Your Loved Ones’ Financial Future
The pandemic has reshaped all of our lives, forcing us to confront new uncertainties, pushing us to consider new fears—and how best to help our loved ones in the event of health challenges.
One thing we can do is talk to each other. And though these conversations are never easy, the need for adult children to understand their parents’ wishes and plans in the event they need our assistance has never been clearer. Though this pandemic will pass, for many of us, it’s only a matter of time before we will need to help our aging parents manage their day-to-day lives. The challenge is real, complex and growing each year.
For more than 25 years, Adviser Investments has worked with families like yours, and we’ve been through every difficult discussion imaginable. Protecting yourself and your loved ones against the unexpected means starting that conversation with your parents. This reference guide and agenda checklist can help you prepare.
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