Is Your Firm Prepared for Alzheimer's?

Starnes, Steve
December 2010
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p62
Academic Journal
The article discusses financial planning concerns for addressing clients with Alzheimer's disease or dementia. An overview of the disease that most commonly affects elderly people is presented. It presents the three stages of dementia and offers suggestions on how to plan with each stage as well as understanding the legal and ethical considerations in working with these clients. It suggests that communicating with the client and family members is crucial to the planning of the retirement.


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