Important Questions to Ask Your Aging Parents


I recently gave the Wall Street Journal my take on the most important questions you should ask you aging parents.  Here’s the list:

  • Have you named someone to make medical decisions for you (and to obtain medical information)?
  • Have you named someone to make financial decisions for you?
  • Do you have a list of your assets, passwords, login, other important information; if so, where is it?
  • Where do you want to be buried?  Who do you want to invite to your funeral?  What type of funeral do you want?
  • Do you hide cash or jewelry in your house?  Can you tell me where it is hidden?
  • Do you want any of your grandchildren to get anything when you die?
  • Have you clearly determined who is going to receive your personal effects?
  • And the most difficult:   When was the last time you have revised your Will/estate planning and should you revisit it at this time?

Taking the time to ask these questions now will save you from big headaches and financial burdens later.

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