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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.

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.

We have found ourselves in the midst of extraordinary times. As we focus on trying to prevent the spread of Covid-19, it’s important to also be prepared for the possibility of serious illness that can result in incapacitation or death. This is an opportunity to bring up a difficult but critical topic with loved ones — advance directives.

Most of us have an idea in our minds of how we would want our estate to be distributed at the time of our death. Unfortunately, the majority of Americans do not have those thoughts down on paper in the form of a will.

Many people assume that a basic estate plan means having a will. In reality, a well designed estate plan includes provisions allowing your family access or control of your assets should you become unable to do so yourself.