Educating Clients Before It’s Too Late

It seems to me that this publication, as well as others, has recently started to place more emphasis on the “softer side” of the practice, by which I mean the non-tax-related issues, such as the psychological and emotional aspects. For example, in “Filling in the Gaps,” Marvin E. Blum encourages clients to create a “red file” that contains their wishes for future care, financial intentions and a list of personal information in the event of incapacity.¹