Free eBook
The best plan for managing the finances of an older relative are made when that individual is still healthy. These talks should go beyond just discussing money to include subjects like the relatives’ future independence, decision-making regarding finances, health care, and preferences for day-to-day living.
Once stricken by illness, or frustrated by the loss of mobility and freedom, an older relative may not understand questions or be able to state details of their wishes. Fueled by the uncertainty of what the older relative really wants, the lack of a plan might ignite family arguments. This eBook will cover strategies to:
Complete the form below to receive your free copy of our eBook. Once you submit, you will receive the link to download your content via email.
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners
All websites created by the rF marketing team
