“The Talk”: How to Discuss Planning with Aging Parents (Without the Awkwardness)

We hear it all the time from clients: “I know my parents need a plan, but I don’t know how to bring it up without sounding like I’m asking for my inheritance.” It’s a valid fear. Money and death are the two biggest conversational taboos. But if you're helping your parents organize their documents for tax season, you have a perfect, natural opening to start a dialogue that's about protection, not greed.