Tag: organizing

10 estate planning resolutions to make this year

10 estate planning resolutions to make this year

As you ring in the new year, consider some estate planning resolutions to protect and provide for loved ones. After all the surprises of the past year, estate planning is now more important than ever. However estate planning may seem burdensome and scary. What should you do? These 10 estate planning resolutions can help you start a comprehensive estate plan.

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Brick wall moments – dealing with stubborn aging parents

Brick wall moments – dealing with stubborn aging parents

Are you a caregiver for your aging parents? At the very least, are you concerned about them as they age? Wouldn’t it be lovely to help your parents without any objections?

As if!  What if you have stubborn aging parents?

When talking with your parents about aging issues and suggesting help for them you will most likely have many “brick wall moments.” This is when a reasonable suggestion or a suggestion made from a place of love is met with strenuous resistance, to put it mildly.

Either the parent puts up a brick wall and won’t entertain the idea. Or you will want to hit your head against a brick wall in frustration. Oftentimes, both are true.

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Help parents downsize and keep the peace – 6 tips

Help parents downsize and keep the peace – 6 tips

Want to help your aging parents downsize in preparation for a move? Tread carefully!

Recognize that this is an emotional time for them.  Your parents have spent a lifetime accumulating possessions so it may be hard for them to be objective. Be sensitive to their feeling and try not to be pushy. The whole process may take longer than you like. Unless you have a certain deadline such as a house sale, try to follow their timetable for getting rid of items.

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How to talk to aging parents  –  tips for a family meeting

How to talk to aging parents – tips for a family meeting

Getting together with family, especially during the holidays, is a great opportunity to catch up with your parents. As your parents age, you and your siblings may want to talk with them about any health concerns and their future plans.

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It’s National Estate Planning Awareness Week!

It’s National Estate Planning Awareness Week!

Did you know October 19 – October 25th, 2020 is National Estate Planning Awareness Week?

Now you do!

Here are some fun facts:

  • National Estate Planning Awareness Week is celebrated in the 3rd week of October.

  • The National Association of Estate Planners & Councils (NAEPC) led the effort to educate people about the importance of estate planning.

  • It was passed by Congress in 2008.

And here are not so fun facts:

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