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    Having Tough Client Conversations About Health Issues

    WealthManagement.com
    Jul 26, 2017

    Martin M. Shenkman 

    Every estate and financial planner must ask and discuss tough issues with clients.
    One of the toughest centers around the client’s health. Without an understanding
    about health, the client and/or a family member faces, proper planning isn’t
    possible. The impact health issues might have on the client’s finances, life
    expectancy and charitable planning profoundly affect what steps are appropriate for
    that client. Comprehensive proactive planning should address some of these issues
    while they’re theoretical (that is, before the client or a family member receives a
    specific diagnosis). This isn’t new or unusual. Every planner discusses disability, life
    and long-term-care coverage with clients at appropriate life stages. But more can
    and should be done.

    Read his commentary here.

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