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December 2015 » Assisting Individuals with Elder...
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Sidney Kess, JD, LLM, CPA, and Edward Mendlowitz, CPA/PFS, ABV
Individuals need personal attention to meet their financial planning needs. Older individuals and their relatives are among those who need specialized services. Anyone responsible for or concerned about the well-being of elders, but is unable or unwilling to perform these services, should be involved in the planning process. Many are unaware that specialized services for elders exist, so CPA financial planners must be proactive. This article explores the many benefits of specialized services that CPAs can provide.
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