At some point, many of us experience a shift in our families. The people who once cared for us begin to need support themselves. Because this transition can be emotionally, financially, and legally complicated, we hosted a small educational gathering for clients and friends of MKD Wealth in May 2026 that we’re sharing here for your education.

In this video, you’ll learn:

  • How to recognize when parents may need additional support, and how to have these difficult conversations
  • Options for senior care and living arrangements
  • Important legal documents every family should have in place
  • How to prepare for the financial realities of aging

Joe Mackey, Wealth Advisor, Visionary and Partner at MKD Wealth moderated a panel of experts to help answer common questions around aging parents. The panel included:

  • Wendy Jones, Senior care advisor and CEO/Founder of Next Steps 4 Seniors
  • Bob Mannor, Estate Planning and Elder Care Attorney, Mannor Law Group
  • Brendan Walsh, Insurance Specialist, President, Catalyst Solutions Group
By Published On: August 26, 2026

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.

This material is for educational purposes only and is not intended to provide specific advice or recommendations for any individual and does not take into consideration your specific situation. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Be sure to consult with a qualified financial advisor, legal, and/or tax professional before implementing any strategy discussed here.