Trusts & Estates
Planning Considerations for Elderly Clients

Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel
“Old age is no place for sissies,” Bette Davis famously remarked. For those who reach that “place,” living those golden years well calls for good planning.
More than just a catchy phrase, the greying of America is a reality that continues to unfold. Consider: the elderly population (65 or older) is expected to double from its current 35 million to 70 million by 2030. With the rising senior population comes a corresponding rise in memory and cognitive issues caused by diseases like Parkinson’s and Alzheimer’s and correspondingly, unfortunately, a rise in potential for abuse, neglect and undue influence.
Please complete the form below to download this WealthCounsel Insight Brief to learn more.
Topics
Complete the form to get your free guide
Related Resources

2023 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.
Learn More
2022 Estate Planning Industry Trends Report
The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.
Learn More
2023 Estate Planning Awareness Week - Free Marketing Package
Get free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.
Learn More