Tag Archives: Starting the conversation

Boomers and Seniors: How did things go so wrong? Recent studies indicate that only 48 percent of those 65 and older have even basic documents such as financial powers of attorney. Worse yet, less than 60 percent have health care powers of attorney in place. Boomers and Seniors: Estate Planning is not just for the rich! Furthermore, estate planning is not just about death and dying, but rather about living in the second half of your life. This involves consideration of the following: * How to cover living expenses during the elder years and retirement years * How to access …