Holiday visits coming soon ~ get a head start for family conversations
November 13th, 2008Please don’t throw things at the messenger, but, if you haven’t already noticed, the holidays are fast approaching. Each year come January, the Assisted Transitions’ phones have been busy with adult children having experienced eye-opening holiday visits with their aging parents. Laurie and I try to advocate to our clients that an ounce of preparation allows for better outcomes than those times when we behave reactively. Having current information about finances, housing, and safety measures specific to older adults can really ease these often emotionally challenging conversations.
A great way to prepare yourselves is this informative session coming up next week at Salmon Bay Community Lending in Ballard. The entire team at Salmon Bay strive to educate their clients while finding the right (hear ethical, appropriate and sustainable!) options for each individual client.
November 18
Estate Planning - Wills, Trusts and Probate: Nuts and Bolts
Peter Cowles, Attorney
You’ll learn what’s required for a Will. We’ll discuss personal representatives, guardians and trustees. Other estate planning techniques will also be reviewed. Powers of Attorney, Living Wills and Community Property Agreements will be covered. When you leave you’ll be familiar with the general estate planning considerations.
To reserve your spot for this presentation, email colleen@salmonbaylending.com.
PLEASE let us know any requests for other topics (aging parent issues or other!) that you would like more info about before your family conversations occur over holiday visits. We will do our best to answer them out of our knowledge or find the expert who can! Just click “comment” below.









