What are some important questions to ask my aging parents so that I can ensure that their wishes are being honored?

  1. Are your Will and Trust up to date?

  2. Where do you keep your estate planning documents?

  3. Can I help you organize your other important documents?  For example, insurance policies, banking information, primary physician information.

  4. Do you have any professionals that you have been working with?  For example, an attorney, CPA or financial advisor. 

  5. Who do you have named to make healthcare decisions and financial decisions for you in the event you are unable to do so yourself?

  6. Have you thought about your own long-term care?  For example, home care, assisted living, long term care insurance.

  7. What about funeral or burial arrangements?

Shannon Joneswill, trust, aging parents, conservatorship, bank accounts, assets, estate, long-term care, short-term care