Ep #113 - Helping Aging Parents Protect Assets When They Need Care episode artwork

EPISODE · Mar 14, 2024 · 20 MIN

Ep #113 - Helping Aging Parents Protect Assets When They Need Care

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group

Aging is a part of life. While we enter this world under the care of parents, we often times need to return the loving favor by caring for them as they enter their twilight years.  Needing care can have many financial repercussions for your parents, and for you. Listen to Ben and Adam dive into 5 important topics that need to be reviewed if you want to help your aging parents be efficient with their resources and protect the family’s assets as much as possible. From taxes to investments to gifting strategies to important documentation, they leave no stone left unturned in this important (and often emotional) topic.Tracking #T007061Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Mar 14, 2024

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Aging is a part of life. While we enter this world under the care of parents, we often times need to return the loving favor by caring for them as they enter their twilight years. Needing care can have many financial repercussions for your parents, and for you. Listen to Ben and Adam dive into 5 important topics that need to be reviewed if you want to help your aging parents be efficient with their resources and protect the family’s assets as much as possible. From taxes to investments ...

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Ep #113 - Helping Aging Parents Protect Assets When They Need Care

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