Plan for a transition of financial decision-making
Ensure your clients have a plan in place that secures their wealth and allows for a seamless transition of financial decision-making in the future.
Consider future living arrangements
Where your clients live can significantly impact their quality of life, which in turn, affects their health and wealth. Consider location, type of accommodation and access to health care facilities when helping clients decide where to live.
Discuss health care wishes
Health problems and medical emergencies can lead to difficult decisions for a client’s loved ones and caretakers. Encourage your clients to communicate their wishes clearly with family and doctors, and to have the necessary documents in place to ensure their wishes can be promptly acted upon.
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This material is provided for educational purposes only and is not intended to constitute “investment advice” or an investment recommendation within the meaning of federal, state, or local law. You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for any direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such. Please consult with a qualified professional for these types of advice.
To the extent that this website contains links to third parties, please note that such linked websites are not operated or controlled by BlackRock and it is not responsible for the content, or services offered through the linked website.
By linking to HealthPilot’s site, BlackRock is not providing advice or a recommendation with respect to any products or services referenced on Healthpilot’s site, nor is BlackRock engaged in soliciting, negotiating or executing any particular insurance product or the insurance product offered by any particular insurer. Healthpilot.com is owned and operated by Healthpilot Technologies LLC, a licensed health insurance agency, also doing business as Healthpilot Insurance Services in California. Healthpilot is not connected with or endorsed by the U.S. government or the federal Medicare program. BlackRock Investments, LLC, and its affiliates are not affiliated with Healthpilot Technologies LLC and its affiliates.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
Prepared by BlackRock Investments, LLC, member FINRA.
Disclosures related to prime and municipal funds: You could lose money by investing in the Fund. Because the share price of the Fund will fluctuate, when you sell your shares they may be worth more or less than what you originally paid for them. The Fund may impose a fee upon sale of your shares. The Fund generally must impose a fee when net sales of Fund shares exceed certain levels. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor is not required to reimburse the Fund for losses, and you should not expect that the sponsor will provide financial support to the Fund at any time, including during periods of market stress.
Disclosures related to Government MMFs: You could lose money by investing in the Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a bank account and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The Fund’s sponsor is not required to reimburse the Fund for losses, and you should not expect that the sponsor will provide financial support to the Fund at any time, including during periods of market stress.
Not FDIC Insured • May Lose Value • No Bank Guarantee
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