Tag Archives: Senior vs. traditional estate planning

As we are all painfully aware, life happens and life changes. The matters we discussed with our doctor at age 35 are quite different from the matters we discuss with our doctor at age 75. So too it is with your estate plan. Simply put, the estate plan that you created for yourself at age 35 should be substantially different than the estate plan you need at age 75. How so, you ask? There are three phases to planning for life and three types of planning to address those phases. TODAY (planning for the maturing years) — Estate planning, asset …