Each one deals with one area of concern and opens the door to discussion in the most common areas of concern including, moving and downsizing, legal matters such as wills and estates, financial areas to watch out for and when/how to sell the family real estate.
Feel free to print and use as you wish.
Estate Planning Checklist - Preparation is the key to avoiding unwanted and potentially expensive outcomes. The following are some of the questions that you should ask yourself in order to ensure that you have done everything you can to provide your loved ones with the information and tools they will require in the event of your incapacity or death.
Provided by Aaron Dow - Farris, Vaughan, Wills & Murphy LLP
10 Financial Questions You Need to Ask Your Parents - Questions that can give you an idea of what kind of financial shape your parents are really in.
Provided by Mike Hassard - Kelowna
Financial Concerns for Elderly Parents Worksheet - What should you know about your parents financial affairs? Get to know the banks they deal with, their financial advisor, and the bills they pay on this worksheet.
Provided by Mike Hassard Kelowna