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Horsesmouth Essential: Along with college and retirement, caregiving can take a big toll on a client’s finances. Help your clients shoulder the burden by offering these planning and elder-care resources. Not only will you provide welcome help to your clients, but you’ll cement your position within the family as a caring and compassionate advisor.
Horsesmouth Essential: Baby boomers face seven key events in this last stage of life that will color their finances and investments. Help them prepare for these transitions with counseling, planning, and compassion.
Many of your clients have elderly parents or relatives, and at some point, they may be faced with a painful question: How do you know when loved ones are ready for long-term care? Use this test to help clients spot the warning signs of aging and illness.
Parents and their children face an awkward situation when financial matters force a role reversal.
Many of your clients are part of the sandwich generationbringing up children while also caring for their parents. That means in addition to college planning, you may be called upon to provide advice on eldercare. Here are the issues you need to cover.
Many elderly clients refuse to talk about how they want their assets handled once they're gone. This laundry list of estate-planning benefits and strategies can help you ease the family into a productive discussion of the issues at stake.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
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Social Security and Medicare Workshop
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May 13–16, 2024