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Senior financial planning


56 answers

How to provide new caregivers with funds to grocery shop, pick-up items for senior.

Concerned about how to "fund" a carer with money to pick-up prescriptions, grocery shop, etc. Do not want to give seniors credit or debit card. Also don't want to provide blank checks or cash. Anyone have any ideas or experience in this area.


34 answers

How can I help my mother decide which things she can get rid of?

My other has so much stuff and can't seem to part with any of it. 


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Do You Need a Probate Lawyer? 4 Questions to Ask

Navigating the probate process can be tricky and time-consuming for any executor. As the person in charge of carrying out the last wishes of the recently deceased, you’re responsible for ensuring that all assets are properly calculated, financial liabilities are settled, and the remaining property is distributed appropriately to the estate’s... more


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Should Older Adults Buy Life Insurance?

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Best Online End-of-Life Planning and Document Services

The multitude of documents required to create an end-of-life plan can feel overwhelming. For health care, there are medical directives including living wills, durable powers of attorney, and POLST documents. There are powers of attorney for financial accounts, wills, trusts, and life insurance policies. Don’t forget instructions for your pets. There are several websites that... more


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