Posts Tagged 'dfs private wealth'

Financial Planning can give Elderly Clients Peace of Mind

Financial Planning can give Elderly Clients Peace of Mind

Courtesy of Janet Baccarani from DFS Private Wealth.

Most financial planners have many elderly clients. Some need legal assistance, whether for drawing up a will and power of attorney, selling a home or completing an estate plan. The financial planner wants to have a referral arrangement with a law firm that understands the needs of the elderly clients. As a financial planner, I want to know that the lawyer I refer clients to is patient and understands that the ...

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