Money With Katie-Estates, Inheritances, & Aging Parents: Your Checklist

Estates, Inheritances, & Aging Parents: Your Checklist | Money With Katie Podcast

We recently did a Rich Girl Roundup on how to talk money with aging parents, and the response for a deep-dive was overwhelming. So, we rounded up the most common questions and brought back Kim Davis from the Bahnsen Group to walk us through everything we need to know for our parents' golden years.
We're pulling together a comprehensive checklist to walk through with your loved ones, and we'll share it in next week's newsletter. Subscribe now so you don't miss it: link
Transcripts can be found at podcast.moneywithkatie.com

Mentioned in the Episode

Rich Girl Roundup: How to Talk Money with Aging Parents: link

Kim Davis on The Money with Katie Show on Prenups: link

Hybrid Long-Term Care Insurance Policies: link

Inflation Riders on Long-Term Care Insurance: link

Buying Long-Term Care Insurance in Someone Else's Name: link

What's Not Covered by Medicare: link

How to Qualify for Medicaid: link

Will vs. Trust: link

Guardianship of Younger Children: link

CCRCs & Senior Living: link


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