Supporting a Client

No One Plans to Fail, But Most Fail to Plan

Incapacity and Advanced Aging Can Be Financially and Emotionally Devastating


of those over 65 will need some form of long term care


of those over 65 have fallen prey to some kind of financial abuse


of those over 80 experience some form of cognitive decline

The Cost Is Considerable

The burden of aging often falls on the adult children, healthy spouse or trustee. Your clients rely on you for support and guidance when planning for unexpected events that may impact their finances.

Your clients are proven, successful leaders in business. Time is scarce in their personal and professional lives. The pressure is on them to make good decisions and work through difficult challenges for their family.

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Nearly half of adult children live far from their parents.

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The demands of navigating senior services requires one full day per week.

Without a plan in place, when the need for care arises, options become limited, costs rise, and family dynamics become more complex.

Tools to help you recognize when it’s time to discuss a plan for aging:

You Are Your Clients’ Frontline Defense

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Consider these scenarios:

  • An 81-year-old matriarch transfers $500,000 into her care worker’s bank account, to the dismay of her children.
  • An 80-year-old widow repeatedly calls to withdraw $15,000 from her portfolio. She does not recall making these requests.
  • The family patriarch, age 70, has difficulty recalling conversations, resulting in agitation, family turmoil and loss of confidence.

The goal is not to diagnose the condition(s), but to proactively plan to address issues of incapacity — cognitive or otherwise — should they occur.

Is It Forgetfulness or Dementia?

Typical Age-Related Changes

  • Making a bad decision once in a while
  • Missing a monthly payment
  • Forgetting which day it is, but remembering later
  • Losing things occasionally

Signs of Alzheimer’s or Dementia

  • Poor judgment and decision-making
  • Inability to manage a budget
  • Losing track of the date or season
  • Difficulty having a conversation
  • Misplacing things and can’t retrace steps

Our whitepaper can help you determine if your client’s memory loss is more than just age related change and recommend a plan of action.

Theia is Your Partner for Aging Management Solutions



Are you satisfied with your multi-generational approach?

Integrating Theia into your Team provides expertise in Eldercare Planning, Cognitive Incapacity, and Crisis Management to support families at their most vulnerable times and enhance your multi-generational approach.