Financial Affairs

You work in a sliding scale agency that helps seniors arrange their financial affairs. Your work is confidential because your agency helps seniors to plan their wills, estates, and medical treatment. You have access to their medical history and other personal information. One of your client’s daughters, Talia, drove her mother to your office and was visibly upset when asked to wait in the reception area instead of being allowed to attend the meeting. After Talia and your client leave, she calls you and demands copies of her mother’s financial plan.

  1. Discuss the ethical issue presented in the scenario. What advice would you give to your client about the family member’s attempt to gain access to his/her personal information? How would you handle the situation with the family member?
  2. Using systems theory or other relevant theories, explain how these difficult situations could be opportunities to build family support and a strong support system for the client. Remember that every situation presents some opportunity for growth.

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