Feb 29, 2016
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.
No related posts.