Baby Boomers
Learn about estate planning considerations for baby boomers. Explore strategies to protect retirement assets and create a lasting legacy for your family.
What estate planning challenges do baby boomers commonly face?
Baby boomers often navigate complex situations including managing multiple retirement accounts, protecting assets from healthcare costs, and planning for potential long-term care needs. Many also face the challenge of coordinating estate plans with adult children while ensuring their own financial security throughout retirement.



