Part 3/13:
Notably, education about financial and estate planning was either minimal or not prioritized. When her stepmother passed away in September 2020, shortly after their own daughter’s death, the couple’s involvement deepened. Their primary goal was to respect the wishes of the aging father, who expressed a desire to die at home. With the father’s health deteriorating, serious conversations about long-term care, housing, and the management of assets ensued.