No matter what goals a client has expressed, most elders will require at the outset the same essential documents needed by an estate planning client of any age, namely, wills, powers of attorney, both financial and health care, and possibly trusts. However, beyond the basic documents, responding to the particular concerns of elderly clients will require considering a variety of other planning options.
It is probably easiest to think of these planning options with respect to different types of assets. Over the next few posts we will review the most common asset times.
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