Summer 2013 (Vol. 23, No. 2): Elder Law Part IV—Financial and Life Planning

Investing by Seniors: Strategies for Avoiding Exploitation and Preparing for the Future

Features

Investing by Seniors: Strategies for Avoiding Exploitation and Preparing for the Future

We are seniors. We have worked diligently for more than 40 years. The current low-yield fixed-income environment and the likelihood of an extended retirement present us with a troublesome dilemma.

This is the last of our four-part series on issues dealing with elder law. Hopefully you will find information and insight that benefits you, your family, and your clients.

My efforts this year have focused on the “second season of service,” and so I direct your attention to Rosemary C. Byrne’s excellent “Planning for Seniority: A Baby Boomer’s Playbook.”

Whither guardianship reform? Where do we stand? What can senior lawyers do? Let’s look at the outcome and implementation thus far of the 2011 Third National Guardianship Summit.

Quiet trusts have earned this moniker because their terms permit trustees to achieve the objective of keeping trust beneficiaries motivated by not disclosing the existence of the trusts.

The fiscal cliff agreement was enacted amid volatile politics, and the debate over whether ATRA is a tax increase or cut continues. This article outlines some of its provisions.

As lawyers consider “encore careers,” they should remember that some of the ethics rules will follow them wherever they go.

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