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Daily Archives: September 26, 2023

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Aging Gracefully: Managing Aging Parents’ Financial Affairs

Aging/Caring for Aging Parents, Case Study, Family Finances, FeaturedBy Editorial TeamSeptember 26, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Giuliana Barbagelata, CFP®, advise for an investor who will likely have to take over her aging parents’ finances. They discuss some basic steps as well as some other estate planning concerns.

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