Financial consultant assisting senior couple with their taxes.

Helping Senior Parents Organize for 2020 Tax Preparation

Useful tips for supporting aging parents with tax record keeping and documents. Each year, particularly at tax time, more and more adult children of aging parents take on the often-difficult job of helping manage aspects of their parents’ personal finances. Tracking expenses, locating and updating documents, and getting it all organized for review and hand-off …

Helping Senior Parents Organize for 2020 Tax Preparation Read More »