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Money troubles are typical among people who are beginning to experience cognitive declines. Studies show that many people start losing the ability to manage finances and make sound decisions as their memory, organizational skills and self-control falter long before they receive a dementia diagnosis.

A family member or close friend who is concerned about the mental and/or physical capacity of a loved one may decide to seek a formal appointment as the person’s conservator or guardian.

Estate planning is not a one-size-fits-all type of process. The path taken depends on the amount of assets in the estate, the goals for the estate and the complexity of relationships within the family.

Are you trying to help an aging parent with their finances or wills? Or, do you want to make sure your parent's wishes will be honored should they become incapacitated?

The volatile markets, along with the current pandemic that we find ourselves in, creates an opportunity to revisit both estate planning and financial planning for your family.