Financial & Legal

Financial & Legal Guide for Caring for Aging Parents

Managing your parents' finances and legal affairs can feel overwhelming. From power of attorney to Medicare enrollment, we'll help you understand what you need to know and when.

Managing Parents' Finances

Day-to-day financial management and organization.

Bill Pay & Banking

Set up systems for paying bills, managing accounts, and preventing missed payments.

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Financial Organization

Create a complete inventory of accounts, assets, debts, and important documents.

Coming soon

Tax Planning

Tax considerations for caregivers and strategies to reduce your parents' tax burden.

Coming soon

Medicare & Insurance

Understanding healthcare coverage options for seniors.

Medicare Basics

Parts A, B, C, and D explained. What's covered and what's not.

Coming soon

Medicare Enrollment

When to enroll, how to avoid penalties, and special enrollment periods.

Coming soon

Medigap Policies

Supplemental insurance to cover what Medicare doesn't.

Coming soon

Long-Term Care Insurance

Is it worth it? What it covers and when to buy.

Coming soon

Medicare vs Medicaid

Understand the differences, eligibility, and how they can work together.

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Veterans Benefits

Aid & Attendance, VA healthcare, and burial benefits for veterans.

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Estate Planning

Preparing for the future and protecting your parents' legacy.

Wills

Ensuring your parent's wishes are documented and legally binding.

Coming soon

Trusts

Revocable vs. irrevocable trusts and how they protect assets.

Coming soon

Beneficiary Designations

Keeping retirement accounts, insurance, and bank accounts properly designated.

Coming soon

Need Help Getting Started?

Our Power of Attorney guide walks you through the most important first step in managing your parents' affairs.

Read the POA Guide