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Articles Posted in elderly investor

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How Can Securities Lawyers Be Better Prepared To Work With Diminished Capacity and Assess Financial Capacity?

According to FINRA’s estimates, for the next 15 years, an average of 10,000 Americans will turn 65. Those of us who work with the elderly regularly, need to be attuned to deciding whether our clients have the capacity to make decisions regarding their financial affairs? All lawyers, be it in…

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