Collaborative Strategies to Help Professionals Complete Year-End Tasks with Elderly Clients
The end of the year is a frenzy of activity for financial and legal professionals as you rush to assist clients with maximizing retirement contributions, minimizing tax bites, facilitating donations, reviewing estate plans and so much more. Completion of these tasks can become more challenging as your clients age. As professionals who work with seniors, whether you are an attorney, financial advisor, or you provide support in the home as [...]