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ENGAGE 2020


ENG2007 - Aging and Long Term Illness (EST, PFP, TAX, EPL)


Jun 9, 2020 11:15am ‐ Jun 9, 2020 12:30pm

Description

The population is aging. More than 130 million Americans are living with chronic illness. As but one example 1 in 2 men will be diagnosed with cancer during their lifetime. CPAs as the "trusted adviser" are in a unique and critical position of being able to help clients facing the challenges of aging and/or illness. What roles can the CPA serve? What estate and other planning changes should be made? How will longevity impact financial and estate planning? What tools can practitioners use to assist in this type of planning? What is different in the legal documentation practitioners should advise these clients to get from their attorneys?

Learning Objectives:
  • Explain what the aging population, and in particular the increase in chronic disease and other health issues that accompany aging, meant to practioners.
  • Practical suggestions on specific planning ideas and services practitioners can offer to aging and infirm clients.

Speaker(s):

Tags: PFP EST TAX EPL
Category: Concurrent Session (Onsite and Online)

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