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Estate Planning for Empty-Nesters

Once your children have left home and are no longer financially dependent on you for support, the focus of estate planning shifts.

Estate planning for empty-nesters and young seniors involves:

  • Making sure that you have enough financial resources to support both spouses;
  • Making sure that you are prepare for the high cost of long-term disability care, if necessary; and
  • Making sure that the surviving spouse is well cared for - physically and financially.