Welcome to the April edition of the newsletter for CRTS™ certificants!
Loneliness can be a big factor in getting good nutrition, experts say
Flo Elliott was never a big eater, but her appetite plummeted when her husband died.
Suddenly alone after 54 years of marriage, Elliott says she lost interest in food and would routinely skip meals.
It would take about seven years to recover that appetite, says the now 89-year-old.
Financial advisors take extra steps to protect elder clients from fraud or abuse
The Cooneys walked into the office to hear their test results.
Matt Cooney, a 79-year-old retired television sportscaster, was informed that his financial decision-making capacity was in jeopardy. Dobe Cooney admitted that her husband had lost track of their bills a few times lately.
"We don't leave the teeth in the refrigerator or anything like that," said the 75-year-old former nurse. "But as we get older, we seem to forget a lot."
The most important estate planning documents that everyone over 18 needs (hint: not a will.)
I cannot tell you how many times I have had clients in my office who were very concerned because they “need a will drawn up.” There is nothing wrong with this. We help clients with wills, and trusts, and all kinds of arrangements to make sure their stuff goes where they want it to after they are on their way to the Great Beyond. The thing is, the clients who are focusing on getting a will are often missing the more important documents for the Here and Now.