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Jun 1, 2007 12:00 PM
Longevity Planning
Sara and John Fisher are in their mid-50s. Their professional careers are successful and they've amassed about $5 million in assets. While they could keep working, they're ready for something new. They want to start making their dreams come true — now.
With the first Baby Boomers approaching 60, advisors are seeing a lot of clients interested in retirement. Even more aren't quite ready to retire but do want to make some lifestyle change; to leave their primary careers and ease into the next phase, possibly with part-time work. As clients begin to imagine new goals, advisors need to help them plan to fund the rest of their lives. And that's no easy task for two reasons: people are living longer, and “retirement” is no longer a monolith.
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| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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