Trusts & Estates
Reinventing Estate Planning For the Baby Boomer Generation
By: Dagmar M. Pollex, J.D.
The boomers are coming! That’s the gist of the many reports and news stories that have been published in the last few years. It seems that every week there are at least a few new stories which predict the great changes that are coming as 5 million boomers turn 65 every year for the next 15 years. Many of the changes predicted are ones that will affect the economy, social structure, residential housing, recreational activities and delivery of health care services of a larger, older population. There’s not much doubt that boomers have different expectations about their “golden years” than their parents did. This article summarizes some of the important changes and shifts that have taken place or will take place and how these changes will affect the estate planning process.
To read more about reinventing estate planning for the baby boomer generation, please complete the form below.
Complete the form to get your free guide
Related Resources
WealthCounsel Quarterly, Volume 18, No. 1—Estate Planning in the Digital Age
This issue of the WealthCounsel Quarterly will equip you to educate your clients about the need to plan for their digital assets, help you design effective estate plans to transfer those assets to their beneficiaries, and increase your firm’s efficiency.
Learn MoreWealthCounsel Quarterly, Volume 16, No. 1—Asset Protection
This issue of the WealthCounsel Quarterly focuses on asset protection considerations and strategies. It also invokes vibrant discussion within the member community.
Learn MoreWealthCounsel Quarterly, Volume 16, No. 2—Small Business
This issue of the WealthCounsel Quarterly will spur fruitful conversations with your small business clients that will result in positive outcomes for their businesses.
Learn More