We’re pleased to provide you with insights like these from Boston Private. Boston Private is now an SVB company. Together we’re well positioned to offer you the service, understanding, guidance and solutions to help you discover opportunities and build wealth – now and in the future.
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.
Kathleen Kenealy, CFP®, CPWA®, Director of Financial Planning & Senior Wealth Advisor, SVB Private
Annalee Kruger, Founder and President, Care Right, Inc.