Helping Those Who Help Others

Posted by Robert L. Arone According to a 2015 study conducted by the National Alliance for Caregiving and AARP, approximately 43.5 million caregivers provided unpaid care to an adult or child during the prior 12 months. Those who have taken on the role of caregivers for ill or disabled spouses, aging parents, children or other loved ones with special needs are typically selfless and giving individuals who may not stop to consider their own financial and estate planning needs. It is likely that you have clients who are providing this type of care. It is essential to broach this subject with your clients to ensure they have financial and estate plans in place that address both their own needs and those of their care recipients. As their trusted advisor, you can encourage them not only to recognize their own emotional needs and develop the skills needed to deal with the stresses of

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