Estates, Inheritances, & Aging Parents: Your Checklist
Estates, Inheritances, & Aging Parents: Your Checklist  
Podcast: The Money with Katie Show
Published On: Wed Aug 02 2023
Description: 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 put together a comprehensive checklist to walk through with your loved ones—make your own copy here.Transcripts can be found at podcast.moneywithkatie.com—Mentioned in the Episode Rich Girl Roundup: How to Talk Money with Aging Parents: https://podcast.moneywithkatie.com/rich-girl-roundup-how-to-talk-money-with-aging-parents/ Kim Davis on The Money with Katie Show on Prenups: https://podcast.moneywithkatie.com/to-prenup-or-not-to-prenup-with-the-fiscal-feminist-kim-davis/ Hybrid Long-Term Care Insurance Policies: https://www.brighthousefinancial.com/education/healthcare-planning-for-retirement/what-is-hybrid-long-term-care-insurance/ Inflation Riders on Long-Term Care Insurance: https://www.insure.com/long-termcare/inflation-riders.html Buying Long-Term Care Insurance in Someone Else's Name: https://www.annuityexpertadvice.com/long-term-care-insurance-for-parents/ What's Not Covered by Medicare: https://www.medicare.gov/what-medicare-covers/whats-not-covered-by-part-a-part-b How to Qualify for Medicaid: https://www.nolo.com/legal-encyclopedia/when-will-medicaid-pay-nursing-home-assisted-living.html Will vs. Trust: https://www.investopedia.com/articles/personal-finance/051315/will-vs-trust-difference-between-two.asp Guardianship of Younger Children: https://sapientlawgroup.com/estate-planning-attorney-pasadena/designation-of-guardian/ CCRCs & Senior Living: https://www.continuingcarecommunities.org/assisted-living/california/—Follow Along at Money with Katie: https://moneywithkatie.com/Watch on YouTube: https://www.youtube.com/@MoneywithKatieFollow Money with Katie!- Instagram: https://www.instagram.com/moneywithkatie/- Twitter: https://twitter.com/moneywithkatie Subscribe to The Money with Katie Newsletter- Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2Follow the Brew!- Instagram: https://www.instagram.com/morningbrew/- Twitter: https://twitter.com/MorningBrew- TikTok: https://www.tiktok.com/@morningbrewLearn more about your ad choices. Visit megaphone.fm/adchoices This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.katiegattitassin.com