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    Grief: Financial and Estate-Planning Services

    WealthManagement.com
    Oct 02, 2019

    Wendy Z. Cox, Martin M. Shenkman 

    Advisors need to understand and talk about grief to better serve their clients. There
    are many types of grief. Most people tend to associate the word “grief” with death,
    but grief also accompanies serious illness, disability, waning capacity and so much
    more. It’s essential for advisors to take a broad and holistic view of the challenges
    clients face and how the particular client interprets those challenges, as that may
    color the entire professional/client relationship.

    Our cultural perspective is often that people should address their grief and “get over
    it.” Many assume that the initial periods of grief are harder and that “time heals,”
    but for many clients, a year or more after a loss may be much harder than the earlier
    periods right after the loss. Every client’s experience will be unique to that client’s
    personality, circumstances and loss.

    Read their commentary here.

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