What happens when a client without children needs someone to make important decisions on their behalf?
In this clip from RIA Collective, Maddy Roche explains how advisors can start conversations around powers of attorney, end-of-life wishes, cognitive decline, long-term care, and who clients actually trust to step in when needed.
For childfree clients, planning for aging can require a different set of conversations—and advisors have an opportunity to help clients think through those decisions before they become urgent.
🎧 Watch the full episode of RIA Collective
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