The day may come where frailty, memory loss or a chronic condition makes a life of independence for your loved one impractical or unsafe. That day may have already arrived. Taking an active role in addressing the caregiving, long-term-care funding, investment coordination, medical and estate planning needs of an aging parent is imperative if you desire to take the lifestyle and care-receipt wishes of your elder loved one into account before the window of capacity to provide their input closes.
I can help you build such a plan and provide you guidance through the process to help ensure that the financial, emotional, medical and legal challenges you face during this transitional period are met while avoiding the potential pitfalls that can derail the best of intentions causing undue stress, unnecessary expense and perhaps irrevocable mistakes.
Keith Piscitello is a registered representative of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Simply Sophisticated Wealth Planning LLC is not an affiliate of Lincoln Financial Advisors. CRN-3354664-120320