Aging and Longevity: A Discussion Guide for Families

Many see increased longevity as primarily a financial challenge and focus on maintaining assets into later stages of life. But as with most issues involving multi-generational wealth, there are other critical dimensions successful families cannot overlook. Continuing the conversation on Wealth at 100, this guide provides questions for discussion and best practices for talking about longevity issues and working toward solutions that meet the needs of the whole family.