“Financial exploitation of the elderly impacts much more than their finances. When someone they depend on for companionship abuses that trust, they can be emotionally distraught and withdraw from family and friends. One of the challenges specific to working with the elderly that CPA financial planners encounter is assessing their elderly client's desire to provide financial help for a family member, against their own continuing financial needs,” Tillery added.
Nearly Half Of CPA Advisors See Dementia In Some Clients
March 4, 2020
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