FINANCIAL

Important Family Discussions

Financial Challenges

Whether a senior loved one has amassed resources over their lifetime or has little to no assets, one of the greatest sources of familial discontent when caring for a senior loved one is when the topic of finances is broached.

A caregiver mediator can help unravel the emotions generally associated with conversations about money and assets and create a working plan taking into consideration all family members concerns.

A Caregivers Checklist

Financial Planning

• Do you know what assets your senior loved one has at their disposal?

• Is there a pre-need funeral plan in place?

• What if any Veteran benefits are available to them?  

• Is there an active Will and/or Power of Attorney?

• Who should be involved in the financial discussions?

Today's Caregiver magazine articles

Financial Caregiving

Don't Delay Planning