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Planning for Later Life

Planning for Later Life

Beyond the preparation of traditional documents

Many clients create or revisit their estate plans when they’re in their mid-60s. Events in those years can prompt the desire to arrange one’s affairs. Retirement, enrolling in Medicare and qualifying for Social Security all remind our clients that they’re growing older and that they won’t be middle aged forever. Attorneys and other advisors also need to consider whether their clients are “ready” to enter old age. 

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