How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis – Annalee Kruger

Most parents want to age in place, so a medical crisis can put families into a tailspin if a plan is not in place ahead of time.
Adult children who assume the role of caregiver must re-organize their business and personal lives to meet the needs of an aging loved one, as well as find funds to meet the unexpected health costs.

It is important for advisors to understand the needs typically associated with a medical event of an aging loved one, how it might affect the retirement security of the aging client and their adult children caregivers, and what can be done to help clients be financially and legally prepared.

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