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I would add that my parents engaged a financial planner to guide them through some tricky estate planning issues. This process has taken a number of years to put into place. He charged several thousand up front for ongoing planning, meetings, background work etc but we have well and truly got...

I read the same post but "risk averse" doesn't mean they are only interested in putting their money in the bank.

I'd say let's not tar all 70 year olds with the "safe, secure, grew up having money in the bank but take no risk" tag. My parents were nothing like that, and none of their friends were either.