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    Advising Clients with Solo Professional Practices

    WealthManagement.com
    Jun 12, 2015

    Martin M. Shenkman 

    Practicing as a solo can be incredibly rewarding, even in this era of mega firms.
    However, solo practitioners face unique risks, issues and restrictions and so need to
    take extra precautions to protect their clients/patients, loved ones and themselves in
    the event of illness, disability or death. These steps might be addressed almost
    automatically in a larger organization, but not for the solo. There are many optional
    approaches. If your client is a solo practitioner, you should work with him to select
    the ones that work best for him and proceed diligently to implement them.

    Read his commentary here.

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