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In February 2018 FINRA has created a voluntary template that reflects the new FINRA Rule 2165 (Financial Exploitation of Specified Adults) and amendments to FINRA Rule 4512 (Customer Account Information) relating to the financial exploitation of seniors. By choosing to provide information about a trusted contact person, a retiree authorizes their advisor or bank contact the trust contact person listed on the form and disclose information about your account to that person in the following circumstances except:
Key elder planning preparation includes the following, except:
Legal documents to make sure are up-to-date include the following, except:
End-of-life planning includes the following, except:
Creating a legacy plan includes the following, except: