1. Emotional investment is different from a professional one. I have been a Geriatric Social Worker for many years. A large part of my work with clients is helping them to plan for serious illness and supporting and advocating for them in hospitals and nursing homes. So, I certainly felt I was well-prepared to take…
09/17/2019
09/10/2019
Five Tips for Financial Professionals to Protect Clients from Elder Exploitation
Your elderly client calls you and asks you to wire $20,000 to a non-family member. When you ask what the payment is for, he gives vague answers or gets defensive. Or you are preparing a long-time client’s taxes and it appears that she is taking much larger than normal distributions. What do you do? Do…
09/03/2019
How the Public Charge Immigration Change Affects Seniors and Disabled Individuals
In August, the Department of Homeland Security issued the final version of its revised “Public Charge” regulation. This rule is scheduled to go into effect in October although legal challenges are expected. If it is implemented, it could have devastating effects on individuals with disabilities and seniors who are immigrants, as well as those who…