10/21/2026
Talking to your family about your finances does not mean giving up control.
Writing things down doesn’t either.
You can still manage your own finances, make your own decisions, and keep the details you want private.
But someone should probably know where to start if they ever need to step in.
Where are the important documents?
Who should they call?
What accounts exist?
Where can they find the information they'll need?
What do you want them to know?
And if you're the adult child in this situation, this can be a good conversation to have with your parents too.
You don't need access to everything.
You don't need to take over.
You just don't want the first time you're trying to figure it all out to be during a crisis.
Keep control. Make your own decisions. Just leave the people you love a roadmap.
And please... write it down. 😊