I don't know what the OP's concerns were, but I have some about my parents. Dad is 91, Mom is 86. He's done every jot of financial work and planning and bill paying since day 1, and his health is starting to go downhill. Neither one of them wants to look at what that might mean for her future. They're well set up as far as having planned well and having enough money. I don't know what I will inherit and I don't really care, I'm fine too, but I'm concerned about the day to day management of a very complex portfolio by someone who knows nothing about it, and I will literally blow a gasket if she winds up being taken for 20% of her net worth by someone at Morgan Stanley or Edward Jones when I am perfectly capable of helping her. And no, I don't have any advice on a good book, I'd love one.

Was that Can't We Talk About Something More Pleasant? Wonderful book, although not exactly a reference.