Plan for a transition of financial decision-making
Ensure your clients have a plan in place that secures their wealth and allows for a seamless transition of financial decision-making in the future.
Consider future living arrangements
Where your clients live can significantly impact their quality of life, which in turn, affects their health and wealth. Consider location, type of accommodation and access to health care facilities when helping clients decide where to live.
Discuss health care wishes
Health problems and medical emergencies can lead to difficult decisions for a client’s loved ones and caretakers. Encourage your clients to communicate their wishes clearly with family and doctors, and to have the necessary documents in place to ensure their wishes can be promptly acted upon.
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