Join us as we talk about the importance of starting a conversation with your parents or loved ones, so that you can become a partner in the oversight of their finances. We’ll talk about a framework for understanding their assets, sources of income and expenses. And, very importantly, the documents, caretaker and medical information that you should have in place so that stepping in when necessary can happen seamlessly. It’s not just about the money – there’s an emotional side and some sibling dynamics to navigate, too!
