top of page

Four Questions to Ask Your Aging Parent

aging parent

Have you considered the importance of having a conversation with your parents

about their estate plans? Talking about the future and reflecting on what needs to

be in place should one or both of your parents fall ill or pass away can be an

uncomfortable situation, but it can also provide peace of mind to all involved. To

help foster a productive conversation with your aging parents about their estate

plans, here are some questions to consider asking.

1. Do you know who will inherit your assets?

Even though it is something that we do not like to think about, are your parents clear

on who they would like to inherit certain assets? Remember, assets do not

necessarily refer to money or financial resources. Your parents should also specify

who should receive items that hold great sentimental value.

2. Is your will up to date?

Estate planning documents, like wills, should always be up to date to reflect your

parents’ wishes. If the documents are not or if anything is unclear, your parents

wishes may not be properly honored. Estate plans should be periodically reviewed,

especially in the event of major life changes, such as a birth or a death in the family.

3. Do you have a health care surrogate in place?

This may be one of the most important questions you ask your parents. Should

either of your parents become incapacitated and unable to communicate their

health care wishes, the designated health care surrogate will make these decision

on their behalf. This means that your parents have the opportunity to select a

trusted individual, who understands their wishes, to make critical health care

decisions for them should they be unable to communicate them for themselves.

4. Where are the original estate planning documents kept?

If the time arrives when, sadly, your parent dies or becomes incapacitated, do you

know where the original estate planning documents are? Failure to have the original

estate planning documents can cause serious problems. If you do not have the

original last will and testament, it may be very difficult to probate the estate

according to the terms of the missing will. Talk to your parents about how and

where they are storing their original estate planning documents to help ensure they

are safe and accessible.

Estate planning is a complex and important topic to discuss, especially with your

aging parents. It is filled with difficult issues to address and resolve. Our office is

here to help with your estate planning needs. Contact us today to schedule a



bottom of page