Simon Says: Have “The Talk” with your parents
Entrepreneurs' Organization
AUGUST 25, 2021
You also need to know who are the executors, trustees, and beneficiaries of all your parents’ legal documents. Documents such as wills, trusts, automobile titles, property deeds, insurance policies, tax returns, Powers of Attorney, healthcare directives (eg, DNR) . Lincoln Financial Advisors does not provide legal or tax advice.
Let's personalize your content