Planning Considerations for Single Clients

Planning Considerations for Single Clients 

This webinar provides a review of many of the nuances of planning for the single client. Over 50% of the population, about 125 million adults are single. That has increased dramatically from 1950 when the percentage was less than half that amount, 22%. During the presentation, we discuss:

  • The continuing trend of an increased population of singles.
  • The extent in which tax laws often favor married couples
  • The way documents should be drafted differently for singles
  • How tax planning should change for singles