Fading Minds

Susan A. McCants Advice for Advisors

As clients age, the likelihood of managing assets for a client dementia becomes a likely scenario for many financial advisors. Often there is a fine line between respecting the client’s ability to manage their finances and “diplomatically intervening.” In the “Family Meeting” section of this article, Abacus’ Susan McCants outlines the benefits of family involvement in client meetings.

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Financial Planning Magazine

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