2021 Trust & Estate Planning for Single Clients

It’s a misnomer to think that single clients, unmarried and without children, don’t need estate planning. In some important ways, they need planning more urgently than clients who are married. Single clients need to plan for long-term health and medical decision making, if they do not have close relatives. They need to plan for their long-term care and to maximize the benefit of retirement accounts.They also need to grapple with what to do with any assets they may have at their death. Single clients often do not think about these issues and need to be counseled about alternatives. This program will provide you with a real-world guide to counseling and planning issues for unmarried clients.

• Retirement account assets, life insurance policies, and beneficiary designations
• Advance medical directives, health care powers of attorney, and living wills
• Counseling clients about charitable giving to develop their interests/passions
• Choosing personal representatives when the client does not have close family