Surprise diagnosis leads to mended bonds within the Baker family.
When they found out he had
Parkinson’s, nothing else mattered.
With multiple out-of-state properties, retirement accounts, personal investments, and a collection of art worth several thousand dollars, Dr. and Mrs. Baker have spent several decades building an impressive legacy for their four children and six grandchildren.
But then Dr. Baker found out he had Parkinson’s.
Managing family dynamics in the face of dementia
While the Bakers enjoyed good relationships with their children, two of the siblings had not spoken in years after a falling out that led to a loss of trust.
However, with Dr. Baker’s Parkinson’s diagnosis, every family member recognized their parents’ future care was now their top priority.
A quick investigation also revealed that Mrs. Baker knew little about the family’s finances, since Dr. Baker had managed his assets and investments on his own.
Family tensions were already at a head. And the stress of sorting through Dr. Baker’s finances was not helping.
Becoming financial caregivers
A powerful example of resilience and compassion
You don’t have to be a financial advisor to be an effective financial caregiver.
Join us at Financial Caregiver Academy and find all the support and knowledge you need to lift away the stress of looking after a loved one’s finances.
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