All Our Guides, in One Place
Whether you're just stepping in or planning ahead, these guides are here to help you take the next step — calmly, clearly, and without pressure to do everything at once.
Before You Begin
Whenever possible, try to involve your parent in the process. These decisions affect their life, and bringing them into the conversation builds trust, protects their dignity, and makes future planning easier. Even small steps taken together can make a big difference.
Note: This content is for informational purposes only and does not constitute legal or financial advice. Read disclaimer
You're not expected to know everything. You're here because you care and that's more than enough to start.
This page gathers our most helpful guides and tools for financial caregiving. Whether you're just beginning, managing the day-to-day, or trying to plan ahead, you'll find practical steps, emotional support, and quiet clarity here.
Start with a question. Follow what feels most useful. You don't have to do it all — just the next right thing.
If You're Just Beginning
You don't need to know everything to begin. These guides walk through the first steps: legal access, conversations, and getting organized in a way that feels manageable — even if you're still catching your breath.
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What Every Caregiver Needs to Know About Power of Attorney →
Understand what it means to step into a legal role — and what you're actually allowed to do.
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How to Talk to Your Parents About Money →
When you're not sure how to bring it up — or how they'll respond — this guide helps you start gently.
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How to Organize Financial Records Without Overwhelm →
A calm, clear system for getting your arms around the paperwork.
If You're Managing the Day-to-Day
If you're already handling bills, banking, or day-to-day decisions, these guides are here to support what you're carrying — and help you set up systems that protect both of you.
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How to Make a Bill Tracking System for Aging Parents →
No apps required — just a way to see what's due, what's recurring, and what you've already handled.
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Should You Open a Joint Bank Account with Your Parent? →
The pros, cons, and safer alternatives — explained clearly.
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How to Set Up Auto-Pay for Elderly Parents (Safely) →
Automation can help — but only if it's done with care.
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Best Budget Tracking Tools for Caregivers →
Choose tools that make things easier — not more overwhelming.
If You're Planning Ahead
Planning doesn't have to be perfect — it just needs to begin. These guides offer quiet structure for estate planning, long-term care, and future decisions that can be made before they become urgent.
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What Happens If There's No Will? →
What the courts do, what you can do now, and how to keep your family out of conflict later.
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Medicaid Planning and Asset Protection →
Know what's true, what's possible, and what needs professional support.
Start Where You Are
How to Manage a Parent's Finances
Start here if you're new to financial caregiving and just need to get organized from legal access to paperwork and conversations that feel hard to begin.
Read the Full guideHandling Daily Finances Without Burnout
If you're already helping with bills or banking, this guide offers simple systems that protect your parent and your energy.
Read the Full GuideFinancial Planning for Elderly Parents
Looking ahead? This guide helps you gently navigate estate planning, long-term care costs, and what happens next.
Read the Full GuideWe'll let you know when it's ready.
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