Denis Higgins in Wall Street Journal, “Professionals Who Can Help With an Aging Parent’s Finances”
Partner Denis Higgins was quoted in The Wall Street Journal article, “Professionals Who Can Help With an Aging Parent’s Finances.” It outlines three professional groups (financial, legal, and medical) and how they can help manage an aging parent’s finances, in addition to how to most effectively coordinate among these groups.
“It also could help to gather everyone for a yearly meeting, with the financial adviser acting as a sort of quarterback for the team. “Get everyone, including the financial team, the parent and child, in the same room and have a good dialogue,” says Denis Higgins, a certified financial planner and CPA at Edelstein & Co. in Boston. This way, everyone is on the same page, he says.”
Read the entire article here.