The United States is facing an unprecedented demographic shift as boomers plan for and enter retirement. Against this backdrop, there will be a tidal wave of seniors in need of comprehensive financial and estate planning. Due to the inherent risks they face in aging, any planning must be carefully drafted to include specific provisions to address these risks, in particular, issues such as incapacity, long-term care planning, elder abuse, and, ultimately, the administration of their estate.
Author: Kelly O. Dancy, JD, is a partner with Walny Legal Group, LLC, in Milwaukee, Wisconsin. Her practice areas include estate planning and administration, probate, business succession, and asset protection planning. Kelly was recently elected to a 3-year term on the board of directors for the Society of Financial Service Professionals (FSP). She has presented on estate planning topics both locally and nationally. In addition, she has published articles in numerous publications, including the Journal of Financial Service Professionals, Trusts and Estates, Fox Business News, and the Wisconsin Lawyer.
Author: Emily G. Loe, JD, is an attorney with Hale, Skemp, Hanson, Skemp & Sleik, in La Crosse, Wisconsin. She concentrates her practice in estate planning, probate and trust administration, elder law, and guardianship. Emily has presented on estate planning topics both locally and nationally. She received her juris doctorate, with honors, from Marquette University Law School. Prior to going to law school, Emily was employed for nearly a decade by the Wisconsin state legislature as a legislative aide.
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