7 Questions to Ask Your Parents About Their Finances | Protect Your Assets with David Hollander

If you have older parents, you may be wondering if they are going to be okay financially. Talking to your parents about their finances can be tough. You don’t want to sound greedy or intrusive, but you also don’t want…

7 Questions to Ask Your Parents About Their Finances | Protect Your Assets with David Hollander

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If you have older parents, you may be wondering if they are going to be okay financially. Talking to your parents about their finances can be tough. You don’t want to sound greedy or intrusive, but you also don’t want to get blindsided, either. Find out seven important questions to ask your parents about their finances.

0:28 Introduction – Will your parents be okay financially as they age?
2:50 Market Report
11:51 Where’s your will/trust, and am I the executor/trustee?
16:39 Do you have any special bequests to family and friends?
20:09 Is there a life insurance policy I should know about?
23:43 “They Say” – if you have an advisor, attorney, or CPA, your estate is a-okay. Is this true?
24:51 Do you keep a list of all your accounts handy?
27:03 Have you forgotten bills or had trouble balancing your checkbook lately?
30:48 Are you set with a living will?
33:03 Do you have a long-term care policy?
36:46 Who is your financial power of attorney?

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