Most of us know the importance of saving for retirement. And good estate planning can ensure that assets are transferred correctly at death. However, many fail to plan for the “bonus years”—typically between the ages of 80 and 95—when our bodies begin to slow down and questions begin to arise such as: “Who will care for me?” “Where will I live?” and “How will it be paid for?”
Longevity planner Laurie Menzies is one of the region’s foremost experts on issues related to estate planning and elder law. Her personal and professional insight guides clients through the aging process by coordinating legal, financial, social and medical issues. She is passionate about helping families create Longevity Plans that go beyond creating legal documents.