In this episode of Middle Class Millionaire, John discusses key considerations for financial advisors working with senior and elderly clients. He highlights the importance of trusted contacts, long-term care planning, and maintaining proper documentation to protect both clients and advisors. John also explains common estate planning pitfalls- such as unfunded trusts and missing documents- and how advisors can help families avoid unnecessary probate, confusion, and financial stress.
WAYS TO CONNECT:
Website: https://www.johnchoi.net/
Phone: 847-247-0850
Blog: https://bit.ly/3CNltG2
