Life Events: Caring for a Loved One

Life happens. Will you be ready?
Throughout your investing life, you're going to experience life events — some planned, some not — that will affect your finances.
We're here to help you prepare for those critical times of financial change.

Caring for a sick or elderly loved one

If you're faced with taking on the responsibility of caring for an aging or ill loved one, these resources can help.
Keep in mind:
Look into obtaining a power of attorney
Consider a conservatorship if your loved one can't grant you power of attorney
See what professional caregiving support is available

Play video about Discussing memory and wealth

Create and share a plan designed to benefit
your children and their children.

5 tips for talking with your parents about their finances and health

How to help your parents while being sensitive to their perspectives and feelings.

Long-term care insurance: Understand your options

Consider long-term care insurance if you have assets to protect or don't want to become a financial burden on your family.

The caregiver's
financial guide

Your guide to
5 key questions

Alister and Cecile's story

Watch a personal story featuring Alister Bazaz, whose wife has early-onset Alzheimer's.
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This material should be regarded as educational information on healthcare considerations and is not intended to provide specific healthcare advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge® nor its Financial Solutions Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.