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Professional Insights

5 tips for guiding families through a health transition

Apr 30, 2024 · 2 min read · AICPA & CIMA Insights Blog

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As your baby boomer clients age, they may experience a health transition requiring family support. Especially in the case of physical or cognitive impairment, the client’s family members will need to step in and assist with care and financial plans, so it’s best to open lines of communication with them as soon as possible.

Navigating family dynamics can be tricky during the best of times, and emotions may run high as they figure out the best way to care for

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