Skip navigation
Miller GettyImages-89205033.jpg

Urge Clients to Create Transition Plan

Five topics to discuss.
Resources

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

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish