 It can get very complicated, but these are issues that need to be discussed. The key is the conversation, the communication."Bob Mauterstock, CFP, Parent Care Planning, LLC |
Intergenerational Planning: Get Clients Talking Now
Andrew Welsch | Financial Planning, February 2014
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Summary: Clients and their children need to start talking about how to prepare for long-term care during retirement and inheritance before problems and conflicts arise – and advisors can help start the conversation. That’s the message Bob Mauterstock, CFP, delivered at IMCA’s New York Consultants Conference here on Monday.
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