Publications

10 Ways to Prepare to Help Your Parents Manage Their Finances
power of attorney, healthcare proxy Matthew Erskine power of attorney, healthcare proxy Matthew Erskine

10 Ways to Prepare to Help Your Parents Manage Their Finances

10 actions you can take that help open the lines of communication and determine where you can play a role in managing your elderly parents’ finances. Asking questions about their long-term financial plans and what they've done to prepare for them will give you a better sense of how you can assist them with real estate, investments, and collections.

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