Four Things You Need to Know About Your Aging Parents

When it comes to estate planning for your aging parents, knowledge about their wishes and finances is power.

An adult daughter hugs her mother.
(Image credit: Getty Images)

This time of year, with Mother’s Day and Father’s Day, is the perfect time to celebrate your parents.

But these months can also serve as a reminder to talk to them about estate planning and how they want their lives and assets to be managed as they age.

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Leila Evans, CFP®
Regional President, Senior Managing Director, MAI Capital Management

Leila is Regional President, Senior Managing Director at MAI Capital Management, based in Charlotte, N.C. She has over 30 years of experience in financial services working extensively with high-net-worth individuals and families. Leila joined MAI after the acquisition of Queens Oak Advisors, where she served as the Managing Partner and Director of Client Service.