As a financial professional, you routinely ask clients for their estate planning documents. You also factor health care expenses into your retired clients’ financial plans. But have you thought about advising attorneys-in-fact about retirement health care? If you have Gen X and younger boomer clients with aging parents, or if you advise different generations of the same family, you might consider adding this service to your menu.
To help you decide if this path might be right for you, let me introduce you to your new (fictional) client, Zak, who is an attorney-in-fact for his aging parents.