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Aging Parents

Client Centered

Having a conversation with an aging parent about their finances and health care needs can be challenging.  When it’s time to step in it’s hard to know where to begin.  Here a few things to consider: 

  1. Start a conversation and ask questions 
  2. Locate key documents 
  3. Beneficiaries, are they updated? 
  4. Online bill pays 
  5. Monitor accounts and be on the look-out for unusual activity  
  6. Have parents introduce you to lawyer, accountant, financial advisor, and banker 

When the time comes to address financial and healthcare concerns with your elderly parents Greenstone Financial is here to partner with you.  Below are a few resources you might find helpful.

Additional Resources

Understanding long-term care

Caring for aging parents

Avoiding cognitive decline