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re: Elderly family member asked me for advice on what to do with his money.
Posted on 10/10/13 at 12:16 pm to Haughton99
Posted on 10/10/13 at 12:16 pm to Haughton99
Get him to meet with someone that specializes in that. Estate planning is often overlooked by the elderly when it is vitally important.
I'd research it for him and get the fin planner you choose to go meet him at the retirement community. Offer to and sit with them during the meeting or to be a middleman.
I'd research it for him and get the fin planner you choose to go meet him at the retirement community. Offer to and sit with them during the meeting or to be a middleman.
This post was edited on 10/10/13 at 12:18 pm
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