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Helping Diligent Advisors Ensure They're On The Right Planning Path
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Becoming a caregiver for aging parents can be a drain emotionally and can carry financial ramifications both for parents and for the caregiver children. Helping your clients understand and manage the financial issues involved can make the situation a bit easier all.
In this checklist, we cover a number of financial issues that your clients need to consider when faced with helping and potentially caring for aging parents, including:
This is a comprehensive checklist of the types of financial issues that advisors should be discussing with their clients who are dealing with aging parents.