Amy Florian

Amy Florian
Displaying 9 results
6 ways to build client relationships during crises
NEWS OPINION JUN 09, 2020
6 ways to build client relationships during crises

Everyone feels vulnerable during the panic, so here are some ways to help your clients cope

Help clients make wise medical choices in light of COVID-19
NEWS OPINION MAY 11, 2020
Help clients make wise medical choices in light of COVID-19

Encourage your clients to complete or update their advance directives, including living wills and health care powers of attorney

4 ways to help clients control their digital afterlife
NEWS OPINION OCT 22, 2019
4 ways to help clients control their digital afterlife

A new law helps people determine what happens to their digital assets after they die, but the law's provisions only apply if they take specific action

When clients survive a mass shooting
NEWS OPINION JUL 09, 2019
When clients survive a mass shooting

Advisers working with survivors should focus on more than just the financial and legal aspects of their situation

When your client dies, who gets their airline miles?
NEWS OPINION JUN 19, 2018
When your client dies, who gets their airline miles?

Now that a new law provides executors with access to digital assets, estate planning needs to include such assets

NEWS OPINION APR 03, 2017
Be vigilant about scams and fraud involving elder clients

If you succeed in warning clients away from just one scam or fraud, their gratitude, respect and loyalty will be unsurpassed

NEWS OPINION JUN 04, 2014
How to respond to the unexpected call from a recently widowed client

Follow these six steps to make sure you adequately address the needs of grieving clients

NEWS OPINION MAY 16, 2010
Don't ignore the death of a loved one

For better or worse, professionals rely on our society's standard conventions and accepted phrases to offer solace at a wake or funeral

NEWS OPINION OCT 04, 2009
A guide to helping create living wills

The debate about health care reform has resulted in at least one potential benefit: People are talking about end-of-life decision making