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The Family Meeting Checklist

Here is a short list of suggested topics to help keep you focused on the family’s plan:

Health conditions. Some seniors say they don’t want to be “a burden on my kids,” but it’s better for both sides to have a realistic picture of their parents’ health and avoid any surprises.

Retirement plans. Every aging couple has their own “retirementality,” their view of how they want to live during their later years. It’s important to share this plan with family caregivers

Plans for senior living. Housing is one of the most critical factors in ensuring safe and successful aging—and you think ahead, contemplating changing needs over the years.

Health-care wishes. If your parents were unable to manage their financial and personal affairs at some point, they need to assign roles for their adult children and others to step in to serve as their representatives.