Aging Parents: Experienced Guidance for Family Meetings

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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Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional, or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

Our statements and opinions are subject to change without notice. All investments carry risk of loss and there is no guarantee that investment objectives will be achieved.

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