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    Advising Clients With Pulmonary Hypertension

    WealthManagement.com
    Feb 29, 2016

    Martin M. Shenkman 

    I was recently asked by the Pulmonary Hypertension Association to present a
    webinar on estate and financial planning for those living with pulmonary
    You can see a recording of the webinar and the PowerPoint at
    www.phaclassroom.org/financialplanning and visit the organization’s primary
    website at www.phassociation.com.

    If your client is diagnosed with PH, although it will be difficult, it’s imperative that
    they take quick action to address a wide range of financial, legal and estate planning
    matters. They must review and take steps to secure insurance benefits, as well as
    organize legal and financial affairs, simplifying them to the extent feasible. Help
    your client obtain the necessary legal documents and encourage them to discuss
    them with the necessary people. Getting these steps under control as early as
    possible will make matters easier and more secure, and enable your client to focus
    attention on their health challenges.

    Read his commentary here.

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