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Family caregivers across the nation are finding themselves thrust into the role of caring for aging loved ones without ever having any family discussion about the ”what is” of aging. Families are not talking about care needs, caregiver burnout, the costs of care, dementia, other disease progressions, and they aren’t putting proactive plans in place. If you find yourself in this predicament, you need to listen to our ”Tired” podcast series
Episodes
Wednesday Jul 20, 2022
Understanding Your Parents’ Finances...Before a Crisis
Wednesday Jul 20, 2022
Wednesday Jul 20, 2022
Billie Porter is a trust officer and Certified Financial Planner for FineMark National Bank & Trust. She has been in the industry for more than 18 years. Billie understands as caregivers, you want to do everything possible to protect your loved one.
One of the first important steps is to understand your parents/loved ones finances and why it's important to designate someone as a Power of Attorney (POA). This person will be responsible for making decisions on behalf of your loved one if he or she can no longer make them themselves. But keep in mind, POAs are just one part of proactive financial planning.
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