Window Of Opportunity: Legal Steps to Take When You First Notice Memory Problems

KEY TAKEAWAYS Early memory problems don’t necessarily mean it’s too late to make legal decisions. A diagnosis doesn’t determine legal capacity—understanding does. There may be a limited window to put important legal documents in place. Powers of Attorney and other key...

Too Late to Plan: Navigating Legal and Financial Barriers After Dementia Progresses

KEY TAKEAWAYS Once legal capacity is lost, many traditional Estate Planning options may no longer be available. Even close family members or a spouse may not have the legal authority to step in. Without the right documents, accessing finances, medical information, and...

Your Family Is Not One-Size-Fits-All; Your Estate Plan Shouldn’t Be, Either

What comes to mind when you think of the typical American family? Today’s families take many different forms: Some are blended through divorce and remarriage while others are built through long-term partnerships, adoption, or fostering. Families may include same-sex...