Trusts & Estates

read
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.


Complete the form to get your free guide

Related Resources

Planning for Virtual Currencies thumbnail
read
Trusts & Estates

Cryptocurrency and Estate Planning

Download the sample trustee manual to see how Wealth Tracx can help introduce trustees to the trust administration process.

Learn More
Tax cheat sheet lp
read
Trusts & Estates

2021 Tax Cheat Sheets for Clients and Prospects

Download our free tax filing cheat sheets to give to your clients and prospects.

Learn More
E Pawareness2020thumbnail
read
Trusts & Estates

2020 Estate Planning Awareness Week - Free Marketing Package

This month, we’re offering 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

Get the Premier Magazine for Industry Thought Leaders