Dave Lindorff, in Financial Planning, writes about what to do when your clients begin to show signs of dementia. His article begins as follows:
Probably one of the most difficult moments an advisor can face is when a long-time client, now long-in-the-tooth, starts to show signs of mental decline. Hopefully the advisor and client have anticipated such an eventuality and have taken steps to deal with the situation in advance, but even if they did, there are some things that an advisor must do
See full article at: What to Do When Clients Show Signs of Dementia | 30 Days – 30 Ways
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.