Key concerns for financial planning for beneficiaries subject to guardianship

Authors

• Lewis B. Hershey, Eastern Michigan University
• Harry L. Ehrenberg

Document Type

Article

Publication Date

2024

Department/School

Marketing

Publication Title

Journal of Financial Service Professionals

Abstract

People with disabilities are often targets for exploitation. Persons with disabilities subject to guardianship require additional planning protections to safeguard them from financial predation. This article reviews the literature on this topic and identifies key areas of concern that financial advisors should address to protect this vulnerable population.

Comments

L. B. Hershey is a faculty member in EMU's Department of Marketing.

Recommended Citation

Hershey, L. B., & Ehrenberg, H. L. (2024). Key concerns for financial planning for beneficiaries subject to guardianship. Journal of Financial Service Professionals, 78(3), 67–72.