Putting a plan in place prior to recognizing dementia in your clients is ideal. In part 4 of this PFP Section podcast series, Reina Schlager, CPA/PFS, discusses the following:

Why it’s important to act while your clients are healthy
Planning documents and other considerations
Preserving dignity for the impaired client
What can go awry and how to avoid

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

Access parts 1 through 3 in this series here.
Guide to Retirement and Elder Planning: Healthcare Coverage Planning
Guide to Retirement and Elder Planning: Social Security Planning

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Guiding clients with diminishing mental capacity: Planning while well {PFP Section}

AICPA Personal Financial Planning (PFP)