Incapacity Planning

Planning for incapacity is a crucial part of protecting our elder clients’ futures. The simple act of making a choice might seem easy when younger but may become impossible when older. We guide our clients through the process of selecting the right strategy to help with decision-making. Appropriate documents can be put in place to ensure the proper persons make financial and medical decisions, guided by clear instructions.

Documents that are frequently discussed to help clients plan for incapacity are:

• General Durable Powers of Attorney
• Health Care Proxies
• Health Care Powers of Attorney
• Designation of a Health Care Surrogate
• Living Wills (or “Statement of Personal Wishes”)
• HIPAA (Health Insurance Portability and Accountability) Authorizations
• Revocable Living Trusts