Case studies 3 – Financial Caregiver Academy

Helping a brother and sister honor Mom and Dad’s legacy.

Mark thought he could manage when his mother asked him to take over the estate. But when Vanessa showed up, he knew he was in too deep.

How can I help them preserve their legacy and quality of life?

It’s a question every devoted son and daughter asks themselves as their parents enter their golden years. But as siblings Mark and Vanessa quickly found out, the answer is not what most expect.

Common challenges faced by adult children

After his father was diagnosed with dementia, Mark was forced to take over managing his parents’ finances. He’d been named power of attorney and successor trustee in his parents’ revocable trust.

But there was no one to show him what he exactly he had to do to look after his parents’ interests.

The involvement of Mark’s sister Vanessa as the healthcare agent for both parents introduced another layer of complexity to the situation. Collaborating with Vanessa, who played a crucial role in their parents’ healthcare decisions, was essential for ensuring comprehensive and holistic care for Stan and Marjorie.

Gaining confidence as a financial caregiver

We provided training and guidance for both Mark and Vanessa on how to work together with roles and responsibilities they could share.

The Financial Caregiver Academy course in particular gave Mark the knowledge and confidence he needed to finally organize his father’s finances and take proper care of the family estate.

Honoring Mom and Dad’s legacy

By combining coaching with a comprehensive training course for financial caregivers, Mark and Vanessa were able to make sure their parents’ financial and healthcare decisions were honored and in their best interest.

“The Financial Caregiver course and coaching transformed how I approach caregiving. Understanding the complexities of financial planning has brought clarity and unity to our family.” – Vanessa, daughter of Stan and Marjorie

Honor their legacy and protect their future.

Join us at Financial Caregiver Academy and find all the support and knowledge you need to confidently make the right financial decisions for your parents.

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