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Eight Planning Considerations for Clients Aging Alone

Who will help make critical financial and health decisions?

The aging population of baby boomers has been forced to confront myriad medical and financial issues in planning for the last decades of their lives. One of the most striking obstacles is the issue of aging alone. These individuals are referred to by various names: “elder orphan,” “senior orphan” or “solo ager.” Regardless of the moniker, these terms all describe someone without a spouse or life partner (widow or widower) or children (none living) on whom they can depend. Helping senior orphan clients with their critical planning opens opportunities for your business; it also helps ensure they’re taken care of when they’re unable to make decisions for themselves. Here are eight considerations when planning for this demographic.


*This article is an abbreviated summary of Help Your Senior Orphan Client Ride Out the Solo Tsunami,” which appears in the July/August 2022 issue of Trusts & Estates.

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