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Boomers and Beatles

Boomers and Beatles

Planning for “When I’m 64”

Retiring baby boomers, as they age, will change the face of estate planning just as they’ve changed the face of so many other characteristics of society. An estimated 5 million baby boomers are retiring every year.1 This trend should provide many estate planners with a growing stream of potential clients. But, who are these boomers, and how will


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