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Elder Financial Abuse Guidebook

Nationwide, elder abuse is a major public health problem. Elder abuse occurs when a caregiver or someone in a relationship of trust with the elder intentionally causes, creates, or fails to prevent a risk of harm to an adult 60 or older. In this guide you will learn about the types of elder abuse, warning signs, recognition, prevention and reporting.

When a loved one passes away there is much that needs to be done and it can be very overwhelming.

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As financial planners it our job to anticipate the challenges that life can throw at you so that you will have plans in place to make those difficult times a bit easier for those left behind.


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