In financial planning for clients with dementia, CPA financial planners play a pivotal role. You are often among the first people to recognize when a client is showing signs of dementia. This puts you in a powerful position as a trusted adviser to safeguard both your client’s finances and overall care.
Reina Schlager, CPA/PFS, sheds light on navigating these challenging situations, including:
Helping to physically protect your clients
Recognizing when family members need to be told
Treating the client