SAN ANTONIO -- Your older client wants you to make a decision that is not in her best interest. What should you do?
Advisors are increasingly faced with clients who are vulnerable to elderly abuse, whether they are actually losing their capacity to make decisions or not. For example, if elderly clients demand the ability to drain their accounts, it may be because they have fallen victim to an Internet scam or are being taken advantage of by a family member. In these cases, an advisor is often stuck in the middle.
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