It’s critical to think, talk and plan for the decisions that may be around the corner for you and your family. Have you made time for tough family conversations, stored vital documents or started to build a plan for your aging loved ones? Taking care of the elderly can be overwhelming, so it’s critical to get the financial pieces in place before a crisis occurs. Here are some resources that can help you take the fundamental steps toward being prepared.


How to have the legacy planning conversation

Your family is important to you. That's why you should involve them in your wealth transfer and legacy planning process, and share your thinking with them. This discussion guide can help you and your family get informed and educated, and begin to demystify some of these scary topics.

Health event and medical information worksheet

An accident, injury, or diagnosis of a serious illness can demand quick decisions under stressful circumstances. This worksheet will help you to collect and share important information, and make your wishes and those of your loved ones known, which can help make a difficult situation easier to manage.

Family financial roadmap worksheet

This worksheet of age intersections is an easy way for you and your financial advisor to identify upcoming life events. With this overview, you and your financial advisor can work together to construct a comprehensive financial plan that takes your entire family into account.

How to take care of aging parents and yourself

This article gives ideas to help you protect your financial future while caring for aging loved ones.

Time to take away the financial keys?

Adult children have little knowledge about their parents’ finances. Here are seven ways to take charge. 

Aging well: A planning, conversation and resource guide

This guide, based on a U.S. guide, helps you to learn about the things to keep in mind as you consider your loved one’s aging goals and preferences. There are conversation starters and worksheets to help you and your loved ones work together to put a plan in place and document important information.

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