The typical participants in an estate-planning team include the attorney, certified public accountant (CPA), insurance consultant and wealth manager. The optimal approach is a team effort that coordinates all advisors. But many families need more, especially if they're dealing with a family member who's elderly, living with a chronic illness or disability or facing other health challenges. In those situations, a care manager can be a key member to complete the estate-planning team.
The Role of a Care Manager
The typical participants in an estate-planning team include the attorney, certified public accountant (CPA), insurance consultant and wealth manager. The optimal approach is a team effort that coordinates all advisors. But many families need more, especially if they're dealing with a family member who's elderly, living with a chronic illness or disability or facing other health challenges. In those
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