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Urge Clients to Create Transition Plan

Five topics to discuss.

The call came Friday evening, after working hours. “Mom took a fall and broke her hip. We’re with Dad now and will be moving them to assisted living as soon as mom is able.” Mom and Dad had been clients for years. Sharp, vibrant and joyful, they had always been completely capable and clear as to how they wanted to be living their life. A single medical emergency, though, was going to lead to a lot of changes in their life, and I worried that their out-of-town daughter, with the best

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