Financial Planning

• Article - What to Expect from Your Trusts and Estates Attorney

  How to help your parent find and work with a trusts and estates attorney on wills, revocable trusts, and estate planning.

• Checklist - 7 Things to Look for When Choosing a Financial Planner for Your Parents

  Choosing a financial planner is important. Here are 7 things to look for when searching for a smart financial planner.

• Article - Reverse Mortgages: A Beginner's Guide

  Reverse Mortgage: A Beginner's Guide. A free informative guide on reverse mortgages.

• Article - Warning Signs That Your Parents' Finances Are Off Track

  Eight warning signs that your parents may need help with bill paying, financial planning, and daily money management.

• Checklist - 10 Things You Should Know About Your Parents' Finances

  Know the answers to these 10 elderly parent finance questions. Where do they keep their financial records? Do they have a durable power of attorney?

• Checklist - 10 Things to Consider Including in a Will

  10 top issues for your parents to consider before writing their wills, including how to divide their property and who will receive it.

Questions & Answers

• Question - What are reverse mortgages?

  This question has been answered by a Caring.com Expert

• Question - How do I make sure my mother's personal information travels with her?

  This question has been answered by a Caring.com Expert

• Question - Do my parents need to get divorced to qualify for Medicaid?

  This question has been answered by a Community Member

• Question - How should my father balance estate planning, tax planning, and Medicaid planning?

  This question has been answered by a Caring.com Expert