FINANCE

PROTECT

Are your parents’ finances in order? Are you familiar with the probate process?

Financial matters can become especially complicated as parents age. From bills, bank accounts, insurance, Social Security, and retirement income to long-term care costs, taxes, and estate expenses, knowing what your parents have (and where it is) is essential. It’s also important to understand what happens to their assets and financial affairs after they pass away, including the probate process.

Have you ever asked yourself how your parents or other aging loved ones would survive a medical crisis resulting in large medical bills?

Have you wondered if they are being financially exploited?

Seeking answers to financial questions like these can cause stress and, in some cases, uncover drained bank accounts. This finance podcast covers topics such as:

  • Financial recordkeeping
  • Organizing and storing information
  • Resources and programs
  • Financial exploitation: definitions, warning signs, and ways to
  • Financial exploitation: definitions, warning signs, and ways to prevent it
  • Estate executor responsibilities
  • The various steps and actions in a typical probate process 

After listening to the finance podcast, caregivers will be better prepared to speak with family members and professionals regarding the financial aspects of the aging process.

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Coming Soon: The Book

A practical guide for one of life’s most important responsibilities.

Caring for aging parents is a journey most of us enter without a roadmap. The questions can be overwhelming, the decisions can be difficult, and knowing where to begin isn’t always easy. This upcoming book brings together the experience, guidance, and practical information families need to navigate this important chapter with greater confidence, clarity, and peace of mind.

Built around the essential steps required for a successful plan, the book will help families understand what to look for, what questions to ask, what decisions need to be made, and how to prepare before a situation becomes a crisis. Whether you’re just beginning to notice changes in your parents or are already deeply involved in their care, this guide is designed to help you understand where you are, and what to do next.

The book is currently in development. Check back soon for more information and an opportunity to be among the first to get a copy.

Testimonials

“I would have loved to have had such a resource when my sister and I were caring for our parents. There is so much to keep track of!”
~ Julie P.

“This was a stage in my life I had always dreaded, but Kirk’s information and advice kept it from being overwhelming. Having it all laid out in stages has been so great!”
~ Jane A.

“The information on this website and on the podcasts have been invaluable to my siblings and I as we figure out the best way to take care of our elderly mother. We definitely would have missed something without it!”
~ Paul D.

Have more questions? Reach out!