A Checklist: Caring for an Elderly Parent

Overview

Helping an elderly parent adjust to their changing needs and circumstances can be challenging for both parties. While parents are adapting to major lifestyle changes, their children are often relied on to help make important decisions about their care. To ease this potentially challenging transition, this checklist contains a series of topics you can discuss with your loved one. And while it may be difficult to imagine now, but a time may come when you’ll need to rely on your kids for care. Though you may feel healthy today, there are proactive steps you can take to ensure your children are prepared for the potential of helping with your care in the future.

And if your are authorized to make financial decisions on behalf of a loved one, here is a checklist on what to do after losing a loved one

Advisor Thinking