Financial Planning for Aging Parents

  • John Brown, CFP®
  • June 2023

Taking care of aging parents can be overwhelming—in addition to day-to-day tasks, it could also mean managing their finances and planning their estate. To make things a bit easier, there are some legal and financial considerations you should keep in mind when planning for your aging parents’ and their financial future. In this video, we’ll cover vital information, from managing their assets to planning for long-term care. By the end of this video, we hope you feel more confident and prepared to take on the role of caretaker for your aging parents.