Elder parent finances handbook
Use this when refreshing an adult child’s elder-parent finance pack: banking ledger, statement ingest, drawdown model, multi-report rebuild, categorization rules, deadlines, and open-items discipline.
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Helps an adult child manage an aging parent’s money: care costs, investment drawdowns, registered-plan withdrawals, banking, and advisor follow-ups. Sends clear digests and flags what needs a decision so nothing slips.
Query this catalog from Claude, Cursor, or Grok via MCP.
Use this when refreshing an adult child’s elder-parent finance pack: banking ledger, statement ingest, drawdown model, multi-report rebuild, categorization rules, deadlines, and open-items discipline.
Use this when building or refreshing a plain-language finance summary for family members of an aging parent — care costs, runway, and decisions only; no advisor laundry list.
On the 12th of each month, ask for a bank CSV and refresh the elder-parent ledger.
Mid-November and mid-December check for remaining LIF room and upcoming care-fee renewals.
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