Dillman: Economic instability and the need to plan for long-term care
The current economic crisis has rattled the confidence of all of us, including my clients. If you are in a practice that focuses on pre-planning, then I am sure you are seeing a similar reaction. Clients who are typically proactive are now pulling back on the reins and taking care of immediate needs — doing just enough to address these immediate needs — rather than preparing for the near future.