WEALTH INSIGHTS

Engaging your aging loved one in a planning discussion

A part of the engaging aging Parents series

It can be challenging to get family members to talk openly about future needs and desires for aging loved ones. But rather than waiting until there is a crisis, consider rallying the siblings or other family members to develop a plan that will adequately support your loved one’s needs and desires regarding healthcare, living arrangements, and long-term financial wishes.

Listen to our discussion covering:;

  • Advantages to developing a proactive plan.
  • Considerations when developing an Aging Plan.
  • Tools and best practices when engaging with your financial advisor.

Speakers

Kathleen Kenealy, CFP®, CPWA®, Director of Financial Planning & Senior Wealth Advisor, SVB Private

Annalee Kruger, Founder and President, Care Right, Inc.

The views expressed in the article are those of the author and/or person interviewed and do not necessarily reflect the views of SVB Private or other members of Silicon Valley Bank Financial Group. The materials on this website are for informational purposes only, are subject to change and do not take into account your particular investment objective, financial situation or need. Since each client’s situation is unique, you should consult your financial advisor and/or tax planning professional before acting on any information provided herein