Boomers and Beatles: Planning for “When I’m 64”

Trusts & Estate’s Magazine
February 2015

Martin M. Shenkman 

Retiring baby boomers, as they age, will change the face of estate planning just as they’ve changed the face of so many other characteristics of society. An estimated 5 million baby boomers are retiring every year.’ This trend should provide many estate planners with a growing stream of potential clients. But, who are these boomers, and how will planning for them be different? While the recent changes in the tax laws will affect planning for boomers, that’s only a part of the picture.

Read his commentary here.