Original Air Date: September 23, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC® and Associate Giuliana Barbagelata, CFP®, provide advice 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. 

Read the Article: https://www.henssler.com/aging-gracefully-managing-aging-parents-financial-affairs