We've partnered with the Conversation Project, whose goal is to help people simplify the approach with these difficult conversations. They provide a step by step process as well as resources to help you think about, and document, important topics. Watch this video to discover more about these resources.
More to explore
Fidelity's "Aging Well" Guide (PDF)
Take advantage of this planning, conversation, and resource guide.
Talk about money with family
Conduct discussions about health, wealth, and legacy planning.