1160 US Highway 22, Ste 202 Bridgewater, NJ 08807
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Planning and Caring for an Aging Parent

Linda, 63, had recently been granted power of attorney over her father’s affairs, due to his declining faculties. Robert had been a successful family doctor who had built a large practice over the years and accumulated significant wealth over his working career. Now in his 90’s, his ability to manage his own healthcare and finances had diminished. His investments and savings totaled over $10 million in liquid assets with numerous financial institutions.

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