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.
All access premium subscription
Please Log in if you are currently a Trusts & Estates subscriber.
If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.
Questions about your account or how to access content?
Contact: [email protected]