In this episode, Jerry Davidse shares a critical yet often overlooked topic—helping your parents get financially organized before it becomes urgent. Whether it’s consolidating scattered investment accounts, creating a long-term financial plan, or ensuring beneficiary designations are up to date, taking action early can reduce stress and confusion for the entire family down the line.

Jerry walks through:

✅ Why financial planning for aging parents matters

✅ How to consolidate accounts and simplify management

✅ Tips to avoid probate and ease future transfers

✅ Real-life stories of families we've helped

✅ How to be proactive instead of reactive

If your parents are still managing their own finances—or if you’re starting to step in and help—this is a must-watch conversation. The earlier you act, the smoother the transition will be when the time comes.

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The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.