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

read
Trusts & Estates

2025 Federal Exemptions & Rates: Quick Reference Guide

Save time with our consolidated Federal Estate, Gift, and GST Tax Exemptions & Rates: Quick Reference Guide—a must-have for estate planning attorneys seeking quick access to key transfer tax data.

Learn More
Quarterly teaser Issue No Teal Bar
read
Trusts & Estates

WealthCounsel Quarterly, Volume 19, No. 2—Spring 2025 Issue

This Spring issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.

Learn More
250407 National Elder Law Awareness Month landing page eb 1
read
Trusts & Estates

National Elder Law Month 2025 - Free Marketing Package

May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.

Learn More

Get the Premier Magazine for Industry Thought Leaders