You Want What’s Best for Mom — We’ll Help You Get There.
Managing your parents’ finances isn’t easy — and it’s not something you should have to figure out alone. Whether you’re stepping in as POA, consolidating accounts, or just trying to make sense of everything, we’ll help you organize their finances, avoid costly mistakes, and make confident decisions.
Take the First Step — Schedule a 15‑Minute CallAre You Taking Over Your Parents’ Finances?
You want to do what’s right for your parents, but this isn’t your area of expertise. You’re not alone — we work with families every day who face questions like:
- Where do I even start when managing Mom’s accounts?
- How do I know if I should step in as Power of Attorney or Trustee?
- Are there tax strategies I might miss?
- What happens if siblings disagree on financial decisions?
- How do I make sure I’m not making a costly mistake?
Personalized Guidance for Your Family’s Situation
No two families are alike, and neither are their finances. During your free 15‑minute introductory call, we’ll:
- ✅ Identify where to start and what’s most urgent
- ✅ Review strategies to protect your parents’ assets
- ✅ Help you avoid tax and estate planning mistakes
- ✅ Give you one clear next step to move forward
How Michelle Protected Her Mom’s Finances
Michelle came to us when she started managing her mom’s finances after her mom entered a nursing home. During our review, we discovered her mom had over $120,000 in unused medical deductions. By coordinating Roth conversions, we turned what would have been taxable IRA distributions into tax‑free transfers, saving thousands for Michelle and her siblings.
That’s the power of looking at the full picture.
Not Ready to Talk Yet?
Get our free checklist, “5 Smart Financial Moves to Make When Taking Over a Parent’s Finances.”
- The first steps to organize accounts and documents
- How to avoid common financial mistakes families make
- Key tax strategies to help preserve more of your parents’ assets
Submitting your email will give you instant access to the checklist and helpful resources.
Trusted Guidance for Life’s Transitions
Helping families since the early 1980s
No cookie‑cutter plans or portfolios
Serving Massachusetts & New England
Retirement, trusts, estate planning, and managing parents’ finances
What Our Clients Say
“I became familiar with Stonehearth Capital Management as the trustee for my Mom’s estate. It was a pleasure to work with them at that time. I was so impressed by their capability that I have become a client myself. They have excellent communication and truly understand the needs of families during difficult times.”
— William FoleyThe Google reviews copied above are from existing clients of Stonehearth Capital Management. No client was offered compensation, whether monetary or non‑monetary, in exchange for their review. The statements reflect individual client experiences and may not be indicative of future results or the experience of all clients. To the best of our knowledge, no material conflicts of interest exist with regard to these testimonials. View additional client feedback.
Take the First Step Today
Schedule a free 15‑minute introductory call to get help organizing your parents’ finances and making confident decisions for their future.
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