More than 16% of adults over 55 have no children, and that number continues to grow. Financial advisors must adapt their approach to legacy, healthcare, and estate planning to meet the unique needs of these clients.
In our whitepaper, Wealth, Care, and Legacy | Financial Planning for Clients Without Children, we explore how to support aging clients without direct heirs. From healthcare proxies to charitable giving, we offer practical strategies to guide clients through critical financial and legal decisions.
In this paper, you’ll discover insights such as:
- Why long-term care planning is critical without family caregivers
- How trusts and beneficiary designations can ensure control and peace of mind
- The role of fintech in modeling tax-efficient giving and tracking proxy relationships
