Ep #10: Caring For Aging Parents

Benjamin Haas |
Categories
  • Get in the right frame of mind
  • Make checklists.  Trust, but verify
  • Review documents, beneficiaries, accounts
  • Understand what Mom & Dad really want
  • Understand your own situation, time & money
  • Make a plan for other considerations such as paying bills, gifting, property, and minors

 

 

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.  All content and information is for informational and educational purposes only.  Tracking # 1-05079192