In our blog series on elder abuse (“Elder Abuse: Avenues of Attack”) we brought to light the issue of elder abuse and how it can affect a Financial Advisor’s practice. In our second installment (“How to Protect Your Clients and Your Business Against Elder Abuse”) we mentioned some strategies of protection, briefly mentioning the Senior$afe Act. This bill, if passed by congress, can hugely help to protect advisors, so here are the things you need to know.
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Topics: Senior$afe Act, Elder Planning, Elder Abuse