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American Family Physician October 1, 2005 Crane, Wittink & Doukas	Respecting End-of-Life Treatment Preferences Research suggests that families are the best sources of patients' values and preferences, and that patients will more likely choose a loved one to make future decisions for them than someone who might best articulate their wishes.
American Family Physician October 1, 2000	Advance Directives and Do-Not-Resuscitate Orders What are advance directives?... What is a living will?... What is a durable power of attorney for health care?... Are living wills and DPAs legal in every state?... What is a do-not-resuscitate order?... Who should have an advance directive?... How can I write one?...
Financial Advisor May 2006 Karen DeMasters	Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important.
American Family Physician August 15, 2004 Lang & Quill	Making Decisions with Families at the End of Life Because advance directives are not yet the norm, end-of-life decisions for patients without medical decision-making capacity are made regularly within discussions between the patient's physician and family.
Registered Rep. October 1, 2005 Gresham & Gresham	The Golden Years? Besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. Financial advisors need to prepare their clients for this possibility.
American Journal of Nursing January 2010	Life-Support Interventions at the End of Life: Unintended Consequences Nurses need to be knowledgeable life-support interventions at the end of life and able to communicate what they know about those consequences to patients, family members, and others on the health care team, leading to better decision making at this difficult time.
Registered Rep. April 1, 2006 Gresham & Gresham	The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources.
Financial Planning August 1, 2012 Deena Katz	Final Decisions Before advising clients about estate planning issues, particularly end-of-life concerns, think about the advance directives commonly recommended to clients.
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
Managed Care October 2002 Michael S. Victoroff	When Patients Repay Docs By Putting Them in Their Wills The other day, a lawyer called to ask me whether it was ethical for a doctor to accept a large bequest from a patient's estate.
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
Financial Planning February 1, 2011 John Knowlton	The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one.
Investment Advisor May 2007 Kara P. Stapleton	Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.
The Motley Fool March 23, 2005 Dayana Yochim	A Silver Lining in the Schiavo Story The Florida woman's plight can help your family avoid adding trauma to tragedy. Verbal contracts are not binding if other parties are involved... and that's why you need a few important documents.
Financial Planning May 1, 2005 Joshua Weinberger	5 Questions An estate planning expert talks about living wills.
Financial Planning November 1, 2005 Maureen Mohyde	The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children.
Registered Rep. May 6, 2007 Christina Mucciolo	More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
Financial Advisor October 2012 Michael J. McDermott	Our House How can financial planners help those with three generations living at home? A multigenerational household certainly has financial complexities that need to be addressed.
Registered Rep. May 1, 2005 Daniels, Leibell & Prince	Planning for the Unthinkable End-of-life events are almost always fraught with financial implications that need to be addressed. The better prepared a patient and his family are for end-of-life decisions, the more smoothly the financial portion of the event is likely to proceed.
American Journal of Nursing December 2011 Mary K. Walton	Supporting Family Caregivers: Communicating with Family Caregivers A transformation is under way in acute care, at least in the United States, from provider-centered care to patient- and family-centered care.
Nursing April 2011 Sally Austin	Stay Out of Court with Proper Documentation Here is a practical guideline to help you document your assessments and interventions completely, accurately, and concisely. Doing so not only improves patient care, but also shields you from legal fallout if something goes wrong.
American Journal of Nursing September 2009 Judith K. Schwarz	Stopping Eating and Drinking The author describes stopping eating and drinking, as well as other clinical practices associated with hastening dying. Should this practice be distinguished from suicide; and what are the ethical and legal implications for nurses.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
The Motley Fool April 8, 2005 Selena Maranjian	10 Documents You Shouldn't Live Without Don't get caught without these documents (living will, durable power of attorney, etc.).
Financial Advisor September 2005 Bruce W. Fraser	Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly.
American Family Physician February 1, 2005 Searight & Gafford	Cultural Diversity at the End of Life: Issues and Guidelines for Family Physicians When considering therapeutic options, physicians should consider that members of many cultural groups prefer that family members, rather than patients, make treatment decisions.
Pharmaceutical Executive September 1, 2012 Robin Hertz	The Endless Treadmill of End-of-Life Care Bending the cost curve back to valuing the cycle of life.
Registered Rep. May 1, 2006 Gresham & Gresham	The Final Reward Here is a check list for financial advisors when their client's life expectancy is short: Beneficiary Check-up... End of Life Financial Planning... Leaving a Legacy... Taking on a Final Project...
Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
American Family Physician October 1, 2005	Advance Directives A consumer guide on planning for how you would make health care choices if you became very sick.
American Family Physician October 1, 2000 Richard J. Ackermann	End-of-life Care Withholding or withdrawing life-sustaining therapies is ethical and medically appropriate in some circumstances. This article summarizes the American Medical Association's Education for Physicians on End-of-life Care curriculum module on withholding or withdrawing therapy...
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
Financial Advisor November 2006 Bruce W. Fraser	The Ethical Testament These days, it's not so much how much money you give but why. One concept gaining momentum among financial advisors is ethical wills. The document is a way to share beliefs and memories with heirs and friends, though not legally binding.
Registered Rep. January 1, 2003 Steve Gresham	Zeroing In on the Managed Account Customer Managed accounts are all the rage, but they may not be right for every client. Here are some classic client types who might best be served with managed accounts and some matching marketing strategy for each.
Registered Rep. August 1, 2005 Gresham & Gresham	An Advisor's Guide to Long-Term Care Knowledgeable financial advisors need to help clients estimate their specific risk -- including the risk for people that the client is financially responsible for. This includes determining how long-term care would be financed and arranging assets so that adequate funds will be available if the need arises.
Financial Advisor September 2008 Tracey Longo	Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients.
Registered Rep. November 1, 2004 Steve Gresham	Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
Investment Advisor July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Registered Rep. December 1, 2006 Gresham & Gresham	Diagnosing Your Prospects' Pressure Points Millionaire Hot Buttons The end of each calendar year provides a natural setting for serious prospecting. So how can financial advisors use this moment to capture additional assets and referrals?
On Wall Street November 1, 2011 Elizabeth Wine	The Unfaithful Client Cheating on a financial advisor is a known, but frowned-upon client practice. But new research says that it has been gaining traction among high-net-worth households since the market turmoil began in 2008, with many clients bolstering their stable of advisors.
Financial Planning December 1, 2008 Scott Schutte	Setting Yourself Apart The wave of retiring baby boomers in the coming years will pave the way for advisors who wish to move away from traditional investment management and focus on specialized financial planning and wealth management services.
Financial Advisor November 2009 Evan Simonoff	The Client Paradox For advisors, it's one thing to sense an opportunity. But when you are going through as much emotional stress as most have, it requires a great deal of intestinal fortitude to go out and try to capitalize on it.
Investment Advisor January 1, 2011 Lewis Schiff	What's Money Got to Do With It? For some clients, positive growth isn't enough -- they still need their emotional ROI.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
Registered Rep. July 1, 2005 John Churchil	Millions to Choose From Advisors gunning for millionaire clients now have 1.3 million more prospects to choose from -- and a blueprint for what they're looking for, according to a new survey.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.