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A woman’s longer life span means she should plan for End-of-Life differently than men. When you also consider women currently control $14 trillion in assets in the United States, it’s extremely important they protect their estates when preparing for End-of-Life.
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E S T A T E P L A N N I N G
F o r Wo m e nt i p s
W h a t s t r a t e g i e s s h o u l d w o m e n u s e w h e n f o r m i n g e s t a t e p l a n s ? W i t h t h e i r l o n g e r
l i f e s p a n s a n d g r o w i n g e c o n o m i c p o w e r , i t ’ s i m p o r t a n t t h e y p r o t e c t t h e i r a s s e t s .
y e a r s y e a r s
Wo m e n t u r n i n g M e n t u r n i n g
65 65
W o m e n L i v e L o n g e r
c a n e x p e c t t o l i v e c a n e x p e c t t o l i v e
81 76to to86 84E c o n o m i c P o w e r H a s N e v e r B e e n S t r o n g e r
Women control
Women will control
o f w o m e n e n t e r m a r r i a g e s w i t h a s s e t se q u a l t o o r g r e a t e r t h a n t h e i r s p o u s e
o f w o m e n a r e t h e p r i m a r y i n c o m e
e a r n e r s o r c o n t r i b u t e e q u a l l y t o h o u s e h o l d s
$ 1 4 $ 2 0t r i l l i o n t r i l l i o n
i n a s s e t s i n i n a s s e t s b y
2 0 1 4 2 0 2 0
52%
33 %
http://data.worldbank.org/indicator/SP.DYN.LE00.FE.IN
http://www.ssa.gov/planners/lifeexpectancy.htm
http://www.lifehealthpro.com/2014/06/30/6-estate-planning-tips-for-women
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Simpl i fy ing End-of-Li fe Management
H a v e a D u r a b l e P o w e r o f A t t o r n e yA P o w e r o f A t t o r n e y w i l l h e l p y o u t o m a k e d e c i s i o n s
i n y o u r f i n a l d a y s .
C r e a t e a R e v o c a b l e L i v i n g T r u s tT h i s d o c u m e n t p r o v i d e s p r o t e c t i o n i n c a s e y o u
a r e i n c a p a c i t a t e d .
C r e a t e Y o u r O w n E s t a t e P l a nW i d o w s s h o u l d n ’ t r e l y o n t h e i r h u s b a n d s ’ e s t a t e p l a n s .
B u i l d y o u r o w n .
G e t L o n g - T e r m C a r e I n s u r a n c eW o m e n a r e m o r e l i k e l y t o n e e d c a r e
i n s u r a n c e d u e t o t h e i r l o n g e v i t y .
6 . A c c o u n t F o r Y o u r A s s e t sK n o w w h a t a s s e t s a r e i n y o u r n a m e
f o l l o w i n g a d i v o r c e . R e t i r e m e n t
a c c o u n t s a n d p e n s i o n s p l a n s c a n
a f f e c t y o u r c u r r e n t a n d f u t u r e a s s e t s .
T o p 5 E s t a t e P l a n n i n g T i p s
1 .
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