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Essential Guide: Estate Planning for Aging Parents Key Considerations and Expert Advice

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Manage episode 495675201 series 3649586
Content provided by navigatingestateplanningwithroseharper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by navigatingestateplanningwithroseharper or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Summary:

In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of estate planning for aging parents. They explore when and how to start these sensitive conversations, essential legal documents needed, and strategies to avoid family conflicts. Rose provides valuable insights on healthcare proxies, organizing financial information, and common estate planning mistakes to avoid.

Key Timestamps:

00:24 - When is the right time to discuss estate planning with aging parents

03:02 - Essential documents every parent needs in their estate plan

05:23 - How to initiate estate planning conversations with parents

08:25 - Common mistakes in estate planning for older adults

12:13 - Organizing financial and insurance information

13:33 - Understanding healthcare proxies and medical decisions

15:51 - Tips for avoiding sibling conflicts in estate planning

About the Show:

"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Host Kevin Rosenquist and estate planning expert Rose Harper provide practical advice and professional insights to help listeners protect their legacy and ensure their wishes are honored.

  continue reading

9 episodes

Artwork
iconShare
 
Manage episode 495675201 series 3649586
Content provided by navigatingestateplanningwithroseharper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by navigatingestateplanningwithroseharper or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode Summary:

In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of estate planning for aging parents. They explore when and how to start these sensitive conversations, essential legal documents needed, and strategies to avoid family conflicts. Rose provides valuable insights on healthcare proxies, organizing financial information, and common estate planning mistakes to avoid.

Key Timestamps:

00:24 - When is the right time to discuss estate planning with aging parents

03:02 - Essential documents every parent needs in their estate plan

05:23 - How to initiate estate planning conversations with parents

08:25 - Common mistakes in estate planning for older adults

12:13 - Organizing financial and insurance information

13:33 - Understanding healthcare proxies and medical decisions

15:51 - Tips for avoiding sibling conflicts in estate planning

About the Show:

"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Host Kevin Rosenquist and estate planning expert Rose Harper provide practical advice and professional insights to help listeners protect their legacy and ensure their wishes are honored.

  continue reading

9 episodes

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