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Amy Florian

Displaying 9 results

Topic

6 ways to build client relationships during crises

Everyone feels vulnerable during the panic, so here are some ways to help your clients cope

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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

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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

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When clients survive a mass shooting

Advisers working with survivors should focus on more than just the financial and legal aspects of their situation

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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

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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

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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

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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

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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