Caring for Our Parents Finances

The “sandwich generation” appropriately describes those of us who are simultaneously caring for our kids and parents. Paying bills, grocery shopping, cleaning, and going to appointments can consume most of our time for just one household, not to mention how difficult it can be when we take this on for two households.

A corporate fiduciary is a third party that can assist in the financial aspects of paying bills and managing investments. They are required by law to put the interest of their clients ahead of their own. As a result, our parent's finances will be handled professionally, allowing us to focus on spending quality time with our families. 

 

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Planning Tips

  • First - Gather all of your parent's financial information, including bills and
    investment accounts.

  •  Are the bills up-to-date?

  •  Have my parent's investments been reviewed recently?

  •  Is the time I have available to oversee their finances enough to meet
     their needs?