Estate & Financial Planning Articles
Incapacity & Disability Planning
Estate Planning For Beneficiaries With Mental Illness

According to the National Alliance on Mental Illness, 19.1% (nearly 1 in 5) of U.S. adults experience mental illness annually. Historically, discussions surrounding mental illness were taboo and off-limits.

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Incapacity & Disability Planning
How Do I Plan for Possible Incapacity During My Lifetime? What Estate Planning Documents Are Necessary?

There are several estate planning documents that we prepare for our clients to anticipate some form of incapacity, including:

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Incapacity & Disability Planning
Is Estate Planning Just For What Happens After I Die Or Can Estate Planning Benefit Me During My Lifetime?

In my experience, it is often much more important to plan in anticipation of incapacity during your lifetime.

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