The Ultimate Deadline: Planners Who Deal With Clients With A Fatal Illness

The news was not good: Greg Plechner, a CFP in New Jersey, learned from an accountant earlier this year that a mutual client had only three months to live. Before this revelation, Plechner had known that the client, a doctor, had inoperable cancer, but he was unaware of the gravity of his situation because the client and his spouse had been guarded about the details.

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