Capstone Investments 4/29/2026

By Bryce Pease CFP® Accredited Investment Fiduciary® Casey Morris CFP® Capstone Pacific Investment Strategies, Inc. California, Colorado, Nebraska

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Over 90% of adults over the age of fifty say that it is important to have updated legal document like a will, however only 51% of adults over age 50 report currently having one.  Meanwhile, 25% of Americans say that estate planning ranked in the top most difficult topics to discuss with family, while only 17% have discussed who will inherit their possessions. (SOURCE: AARP & Talker Research)    

We see another common issue many families face especially with aging parents.  If there’s ever an emergency or an unexpected death in the family, probably one of the last things you want is to spend your time trying to hunt down folders, keys, passwords, and phone numbers. Remember how your parents used to keep a list of emergency phone numbers on the fridge for the babysitter?  This is like that, except the list is for you, and it should go far beyond just numbers.

Here are some of the questions to consider asking to help you know where your aging parents’ important files, documents, and other important information is stored.  Where is your will located?  Where do you keep copies of your insurance policies and trust documents?  Who has your medical power of attorney?  Where is the key to your safety deposit box kept?  Do you have any passwords I need to know about?  Can I have the contact information for any attorneys or medical professionals you work with?  What assets do you have and where are they kept?  Who is your financial advisor?  Can I meet them?  Are there any files, folders, or safes with important documents that I don’t know about?  If I ever become concerned about your memory or your ability to take care of yourself, what’s the best way for me to talk with you about it?  Do you have any specific funeral or burial desires I should know about? 

Knowing info like the above can be a real time saver in the future.  It is not meant to be comprehensive and only a starting point for the discussion.  

Casey and Bryce

Email: info@capstonepacificinc.com

Phone: 402-207-5383