The holidays are the perfect opportunity to sit down with your parent(s) and ask them these five most important financial questions:

1. Do you have a durable power of attorney?

2. Have you updated your will, insurance and retirement account information recently?

3. Do you have plans or insurance in place to pay for long term care?

4. Who is advising you?

5. Where is all the important information: passports, social security cards, bank accounts, etc.?

After you ask these questions, contact us, we can help.

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