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Elder Care

Many "baby boomers" are seeing their parents' age dramatically. They're concerned about how to approach their parents about all things financial be it care for their parents or whether the parents have properly thought through their estate arrangements to avoid conflict that could inevitably arise.


Estate planning with Transitions Wealth Strategies will help you ensure that these issues are thoughtfully and compassionately addressed.


Issues to be accommodated include...

  • Wills and Powers of Attorney
  • Beneficiaries
  • Tax minimization strategies
  • Long Term Care Planning
  • Document Location
  • Cash Flow planning; debt management


At Transitions Wealth Strategies, we act as your personal guide and mentor to ensure that this change in life is accommodated compassionately. We tactfully partner with you now to help your parents navigate through the issues that will otherwise likely create stress and perhaps conflict at the time of your their ultimate passing.


Contact Transitions Wealth

Contact Transitions Wealth

For more information please contact us   705.888.2765