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It’s inevitable for any financial professional who works with elderly clients; eventually, a client will pass away. Understanding your responsibilities as a financial professional and having a plan in place beforehand will help you get through a difficult and emotional time and ensure your client’s final wishes are carried out and assets are distributed properly.…

We have added an inbox for questions for our back office team. If a situation comes up that requires additional information or guidance, please send an email to questions@silveroaksecurities.com. We will make sure that your email concerns and/or questions will be handled by the appropriate person.