Planning for a New Generation of Retirees

Free briefing on aging clients from Wolters Kluwer

Baby Boomers are the largest demographic in the United States, and they’re retiring at a rate of 5 million people per year. Traditional assumptions about retirement planning are being rewritten by Baby Boomer retirees and planning based on these assumptions can be woefully inadequate.

Our latest briefing, Planning for Aging Clients, covers the pitfalls – and new opportunities – of this dramatic shift in estate planning. Topics include:

  • The challenges of planning for clients with chronic disease, such as Alzheimer's, Parkinson's, multiple sclerosis or chronic obstructive pulmonary disease
  • The increase in life expectancy from previous generations, as well as differences based on gender and wealth
  • Changes in post-retirement spending as compared to previous generations
  • How later life planning applies to all clients as they age and addresses each client’s specific worries about aging

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