Conversation Guide | Horizons Aging Journey

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Conversation Guide
Checklist
Aging in place Begin
Aging in place Assess
Aging in Place Conversation
Care Coordination Begin
Household Assistance
Caregiving Coordination
Activities of Daily Living
Technology Begin
Technology Conversation
Home Safety
Smart Automation
Fraud Protection
Communication
Assistive Devices
Budgeting & Finance Begin
Budgeting Conversation
Financial Assessment
Budgeting
Managing Bills
Self-Care Intro
Self-Care
Independent Living
Assisted Living
Nursing Home
Nursing Home - Other Types
Memory Care
CCRC
Driving Begin

Estate Administration Complete ChecklistComprehensive Estate Management from 3 Months Through Completion

This checklist guides executors through comprehensive estate administration from the initial 3-month phase through final estate closure.

Horizons Aging Journey

Oct 41 min read

Conversation Guide: Speaking with Financial Institutions

Before the Conversation Preparation Checklist Gather all relevant account information, including account numbers, statements, and...

Horizons Aging Journey

Oct 47 min read

Conversation Guide: Family Discussions About Inheritance

Before the Conversation Preparation Checklist Reflect on your motivations and emotional readiness for this discussion Research basic...

Horizons Aging Journey

Sep 287 min read

Conversation Guide: When Family Members Disagree on Belongings

Before the Conversation Preparation Checklist Reflect on your own emotional attachment to specific items and why they matter to you...

Horizons Aging Journey

Sep 289 min read

Conversation Guide: Navigating Inheritance Discussions After a Parent's Death

Guide grieving families through inheritance conversations with sensitivity, fairness, and clear communication structures.

Horizons Aging Journey

Sep 287 min read

Conversation Guide: Speaking with Financial Institutions

Before the Conversation Preparation Checklist Gather all relevant account information, including account numbers, statements, and...

Horizons Aging Journey

Sep 287 min read

The Complete Executor's Guide: From First Days to Final Distribution

Being named as an executor (sometimes called a personal representative) is both an honor and a significant responsibility.

Horizons Aging Journey

Sep 281 min read

Communicating with Healthcare Providers: A Conversation Guide

Overview As our parents age, their relationship with healthcare providers becomes increasingly complex and critical to their wellbeing....

Horizons Aging Journey

Sep 283 min read

Supplemental Questions Guide: Key Questions for Healthcare Providers

This companion guide provides specific, ready-to-use questions for family members to ask healthcare providers during different stages of care.

Horizons Aging Journey

Sep 279 min read

Conversation Guide: Effective Communication with Healthcare Providers

Navigating the healthcare system can be challenging, especially during stressful times involving end-of-life care decisions.

Horizons Aging Journey

Sep 278 min read

Discovering Your Loved One's Wishes: A Conversation Guide

When faced with difficult health or end-of-life decisions for our loved ones, having a clear understanding of their preferences is invaluable.

Horizons Aging Journey

Sep 276 min read

Family Conversation Guide: Creating Unity in End-of-Life Decisions

End-of-life decisions become particularly challenging when multiple family members are involved, each with their own perspectives, emotions, and understanding of their loved one's wishes.

Horizons Aging Journey

Sep 277 min read

Discovering Your Loved One's Wishes: A Conversation Guide

When faced with difficult health or end-of-life decisions for our loved ones, having a clear understanding of their preferences is invaluable.

Horizons Aging Journey

Sep 276 min read

Conversation Guide: Talking to Your Loved One About End-of-Life Care

End-of-life conversations are among the most important discussions we can have with our loved ones, yet they're often the most avoided.

Horizons Aging Journey

Sep 275 min read

Conversation Guide: Financial Planning with Aging Loved Ones

Overview Financial conversations between adult children and aging parents often feel like navigating a minefield of independence,...

Horizons Aging Journey

Sep 225 min read

Conversation Guide: Siblings and Financial POA: Having the "Who Should It Be" Conversation

Before the Conversation Preparation Checklist Research basic POA responsibilities and requirements in your state Gather family financial...

Horizons Aging Journey

Sep 215 min read

Conversation Guide: Discussing Financial POA with Parents

This guide is designed to help adult children navigate the sensitive but important conversation about financial Power of Attorney (POA) with their aging parents.

Horizons Aging Journey

Sep 215 min read