Enhancing Care for a Family Member

We enabled a family member to access additional care through our wealth planning process, which provided a funding plan as well as assistance identifying care options.

Caring for a family member with memory or other health concerns can be challenging. A child became concerned that her father was exhausting himself caring for her mother at home who was showing early signs of cognitive decline. Through Fiduciary’s wealth planning process, we were able to help the family be proactive in their decision making and determine that additional care was financially feasible today, while helping them take action to identify which organizations they might chose to utilize if home care could not remain the solution. With encouragement, they also updated their estate planning documents to better reflect their new reality and their long-term goals.

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