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
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 More
WealthCounsel 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 More
WealthCounsel 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