8 Steps to Having a Successful Family Meeting with Your Elderly Parents

A Family Meeting is an excellent way to get the family together to discuss important issues especially those that involve elderly parents. It is very useful to help Mom and Dad decide where they want to live, how to manage their future health care needs, their financial needs and their estate plan.

The meeting should include all of the adult children and both parents if possible. It is important to have a facilitator for the meeting that has no emotional attachment to any decisions which will be made. The Family Meeting is one of the most important steps in parent care planning.

Here are Eight Steps Necessary to have a Successful Family Meeting:



The adult child who is considered the “Alpha Child” or “Family Champion” should enroll everyone in the family to understand the importance of the meeting and secure their promise to be there.



The Facilitator should contact each member of the family in advance to  get to know them and hear their concerns and ideas for the meeting.



The Facilitator, based on conversations with each family member should construct an agenda and distribute it to each of them well in advance of the meeting to get their feedback and help them prepare for the meeting.

Parents should understand that their children are providing ideas and sharing their concerns and not trying to control them. When decisions are made the parents wishes take priority.



Family members should treat each other with respect and compassion. The meeting should be held in the context that the family members love and care for each other.



A family member should be assigned as the scribe, to record important decisions, open items and action items that must be completed.



At the end of the meeting open items and action items should be reviewed and assigned to a family member to be followed up. These tasks should be distributed amongst family members and not lie with just one or two people.

A plan for communication between family members should be established. This method of communication should be used to keep everyone up to date on the status of open items and action items.  

How to talk with Mom and Dad

Opening up a conversation with your elderly parents about important issues can often be a very stressful and difficult task. You know there are certain things you need to talk to them about but you often fear that they might speculate what your motives are. So how do you open up those conversations without embarrassing yourself and upsetting your parents?

First you must remember that one of their primary concerns ( according to David Solie in hs book, “How to Say it to Seniors” )is maintaining control of their lives. They don’t want to be told that they can’t drive anymore or that they have to move out of their house into a retirement community. Even if these choices are in their best interest they will be very reluctant to comply if they don’t feel that they have made the decision.

But you also need to know that you don’t want to wait until its a crisis to approach your parents. In my 30 years as a financial adviser to hundreds of families, I never saw things go well when families tried to make decisions after a loved one was already in trouble. These situations are fraught with emotion and people don’t often think very clearly when things are unraveling.

Now, while your parents are still healthy ( hopefully) plan out what issues you need to discuss with them before you approach them. Try writing them a letter expressing your concerns and thoughts. Don’t give them the letter but use it as tool to explore your own emotions. Narrow down your concerns to be as specific as possible. What are you anxious about? Enroll the ear of a friend or spouse and read your letter to them. Do they think your concerns are legitimate and worth discussing? Finally, listen to the letter as if you were your parents. Where do you think there will be resistance or stubbornness?

Once you know the focus of your conversation develop an ice breaking phrase that you can use  with your parents. Make sure your questions are open ended and leave room for them to express their opinions. For example,” Mom, recently one of my friends told me her mom was having difficulty keeping up with all the chores around the house. What do you think she should do?” Or, “Dad, can I get your opinion on a couple of things?” Or as simply as “Mom, can we talk?” One of my favorites was “ Dad, how are you enjoying those golden years?”

Your parents probably want to talk about the same concerns you have, but they just don’t want to upset you or mention things that are uncomfortable. They certainly don’’t want to be told what to do. But by easing into the conversation and creating an environment that is safe, you can eliminate a lot of stress for them and yourself. You’ll also give them the opportunity to age with dignity and peace of mind.

Are You Listening?

As our parents get older, we often  relate to them as if they were our children and we listen to them in that way. My mother is suffering from Alzheimer’s  and her conversations often revolve around a few topics, her need for a phone, an eye doctor appointment and another box of tissues. But ocasionally she says something quite profound and if I weren’t listening to her carefully I would miss it.

Being a good listener is a real art. Recently I took an excellent training course in Elder Mediation offered by Elder Decisions in Boston. www.elderdecisions.com.  Sharon, an attorney from Maryland, who was in the course with me,  introduced me to some of the books written by members of the Harvard Negotiation Project.  She shared a book with me written by Douglas Stone, Bruce Patton and Sheila Heen  entitled “Difficult Conversations, How to Discuss What Matters Most”. In this book the authors describe the key skills to become a good listener.  I think we would all benefit from applying these skills to our conversations with our elderly parents.

The authors state that truly listening to another person transforms your relationship with them.  They suggest learning to listen “from the inside out” . In other words, listen with curiosity. Ask questions. Paraphrase what your parent says so they understand that you understand them. Listen for the feelings behind what they are saying and acknowledge them when you hear them.

But don’t let your conversation become an exercise in listening correctly. The heart of good listening is listening with authenticity. People will sense what’s going on inside you if you are not genuine. If your intentions are good the words you use are not that important.

The authors remind us that each of us has an internal voice, the voice inside our head that reports what we are thinking not what we are saying. This internal voice is constantly evaluating everything that is going on, including our words and actions and what the other person is saying. If we are not aware of this voice, it can create havoc with our attempts to listen to others authentically.

Listen to that internal voice in your head. What is it saying now? (“What me? I don’t have any internal voice”) Don’t turn off the voice but listen to it carefully.  How is it evaluating what the other person is saying? Get to know the kinds of things your internal voice is transmitting to you so they don’t interfere with your conversation.

Stay focused on  curiosity in your conversation with your parent. Remember that most people, especially elders, rarely perceive that anyone is actually  listening to them. And when they sense that you are authentically paying attention it will  open up their heart.