Everyone dies. Not everyone becomes incapacitated. But the odds—and consequences—of suffering incapacity are higher than people might think. Read more about ways that you can help prepare your clients so they are ready to tackle these types of situations with proper proactive incapacity planning.

An estimated two-thirds of US adults do not have an estate plan. This effectively means that they also lack an incapacity plan, leaving them without documented, legally enforceable instructions regarding who should manage their affairs if they are unable to do so themselves. Read more to help ensure your clients assign a responsible individual to make financial decisions on their behalf.

What Does an Agent Under a Medical Power of Attorney Do?

For nonmedical emergency situations, clients with a comprehensive estate plan can control their future medical treatment by naming a person or people to act and provide consent for them when they are unable to do so. Read more to help your clients complete key estate planning documents in the event that they become unable to make or communicate their medical wishes.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney-client relationship.