Estate Planning for Those Aged 60+

Those in the 60+ age group have unique planning concerns. It is more important than ever that you put estate planning for those over 60 years of agedue diligence into proper estate planning, both for your sake and to help avoid unnecessary strain on the relationships of your family members.

Your Estate Planning priorities include:

  • Medicaid Eligibility
    Even if the client has waited until the anticipated entry into a nursing home, we can generally still assist in protecting about one-half (½) of the assets owned.
  • Gifting
  • Living Trusts
  • Updated Last Will & Testaments
  • Special Needs Trusts for disabled children or grandchildren
  • Updated Powers of Attorney
  • Securing documents
  • Family Discussions


We can help with these issues. Contact Us for more information.