6 ways to build client relationships during crises
Everyone feels vulnerable during the panic, so here are some ways to help your clients cope
Help clients make wise medical choices in light of COVID-19
Encourage your clients to complete or update their advance directives, including living wills and health care powers of attorney
4 ways to help clients control their digital afterlife
A new law helps people determine what happens to their digital assets after they die, but the law's provisions only apply if they take specific action
When clients survive a mass shooting
Advisers working with survivors should focus on more than just the financial and legal aspects of their situation
When your client dies, who gets their airline miles?
Now that a new law provides executors with access to digital assets, estate planning needs to include such assets
Be vigilant about scams and fraud involving elder clients
If you succeed in warning clients away from just one scam or fraud, their gratitude, respect and loyalty will be unsurpassed
How to respond to the unexpected call from a recently widowed client
Follow these six steps to make sure you adequately address the needs of grieving clients
Don’t ignore the death of a loved one
For better or worse, professionals rely on our society's standard conventions and accepted phrases to offer solace at a wake or funeral
A guide to helping create living wills
The debate about health care reform has resulted in at least one potential benefit: People are talking about end-of-life decision making