Need help organizing your finances, paying bills and gathering information for insurance claims and taxes? Karen Sabin Gitles is the resource you need.
A growing concern of gerontologists, financial regulators, and law enforcement is the increasing number of cases of elder financial abuse, often due to diminished mental capacity. This includes mild cognitive impairment as well as dementia and in the beginning it is not easy to recognize. It can accelerate quickly or slowly. Every case is different.
Change is guaranteed. This may happen more frequently as our parents age. What to do? How to plan? Here are three suggestions from our clients experiencing transitions first-hand as well as a timely checklist.
Jenifer Aronson is the Founder of Mosaic Fi.