Eldercare Practices and Serving Seniors Well

Hughes, Bonnie A.
January 2008
Journal of Financial Planning;Jan2008, Vol. 21 Issue 1, p38
Academic Journal
The article offers information for financial planners that wish to present elder care services to older people. Mike Bishop, a securities attorney, provides information on what advisers can do to protect themselves while helping their older clients. The article suggests that first time elder care planners should take educational courses on Medicare and Medicaid. Also provided is advice from independent professionals such as Mandy Merkel, Michelle Ettenger, Diane Baker, and Lane Tharp, on issues like estate planning, seniors and housing, and assisted living.


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