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Aging and Longevity Planning By: Martin M. Sherman, CPA, MBA, PFS, AEP, JD Long Life Means Different Planning Longevity planning has begun to overtake estate planning for the focus of what many clients

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What is aging and longevity planning?

Aging and longevity planning is the process of preparing for the financial, medical, and social needs that come with aging and living a long life.

Who is required to file aging and longevity planning?

Aging and longevity planning is typically filed by individuals who are nearing retirement age or have a desire to plan for their long-term healthcare needs.

How to fill out aging and longevity planning?

Aging and longevity planning can be filled out with the assistance of financial advisors, estate planners, or elder care professionals.

What is the purpose of aging and longevity planning?

The purpose of aging and longevity planning is to ensure that individuals are prepared for the financial, medical, and social challenges that may arise as they age.

What information must be reported on aging and longevity planning?

Information that must be reported on aging and longevity planning includes current financial assets, desired healthcare preferences, and plans for long-term care.

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