financial planning

Looking for Help With Legal and Financial Planning?

Many people are unprepared to deal with the legal and financial consequences of a serious illness such as Alzheimer’s disease or a related dementia. Legal and medical experts encourage people recently diagnosed with a serious illness — particularly one expected to cause mental and physical decline — to examine and update their financial and health …

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Financial Planning: Three Documents to Know About

Advance directives for financial planning are documents that communicate the financial wishes of a person. It’s important to create these documents while a person with dementia still has the legal capacity to make decisions. Three common documents included in a financial directive are: Will: Specifies how a person’s estate — property, money, and other financial assets …

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