Preparing Clients for a Life Crisis

Most of us eventually have to face a spouse or family member’s health crisis or death. In this article, published at Financial Planning Magazine, I share the story of a situation where, because of prior conversations about advance directives and documentation of quality of life wishes, a client’s partner and family were able to confidently and peacefully make end of life decisions for their loved one.

You can read my article here: Client Tragedy, a Phone Call and an Advisor’s Tough Job

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