• Bridget Sullivan Mermel CFP(R) CPA

Draft Brett Favre to Start Your End-of-Life Plans

It's awkward to have "the talk" with your parents. Here's how to get started.

We should all have an ongoing conversation with our loved ones, especially the older ones, about their end-of-life plans. Yeah right. We should, but we don’t.

Because clients dread bringing up the topic so much, some financial planners refer to it as “the talk.”

Thanksgiving gives us a great opportunity to start a simple, direct conversation.

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The first thing we do when you contact us is simply find out a little bit more about you and the issues that you're facing. If it makes sense to talk further, then we set up an appointment to get to know one another. While we’ll ask you to about your finances, all of our conversations and your information is private and confidential.

Sullivan Mermel, Inc.

3744 N. Southport Unit G

Chicago, IL 60613

Ph. 773-404-9344
Fax: 773-327-1461

© 2021 Bridget Sullivan Mermel

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