Care Managers Role in the Estate Planning Process
For the elderly and those living with chronic disease or other health challenges the role and composition of the financial and estate planning team is evolving. Care managers should more commonly be included. Care managers are often registered nurses or social workers with additional training and credentials that can bridge the communications between financial, legal and other advisers and medical advisers. Their input can be valuable to protect the vulnerable individual. They can craft a care plan that can be used in budgeting and financial forecasting and so much more. This program discusses the use of care managers.