top of page

Incapacity Planning

Plan for yourself today.

Life can be unpredictable. Incapacity planning ensures that if you are unable to make decisions for yourself, you are honored, and loved ones are supported.

beautiful yellow English roses flower bouquet on wooden table next to window with sun ligh

Your comprehensive estate plan works together to make sure your wishes are honored.

Durable Power of Attorney

Allow a trusted person to manage your financial affairs if you become unable.

Why it matters.

Appoint someone to make medical decisions for you and communicate your healthcare preferences.

HIPAA Authorization

Allows your loved ones and your healthcare agents to access your medical information when needed.

What Is Incapacity Planning?

Planning for your incapacity is the process of putting legal documents and trusted people in place to manage your financial, medical, and personal affairs if you become unable to do so yourself due to illness, injury, or cognitive decline.  A well-crafted plan provides clarity and reduces stress for your loved ones.

What It Matters:

Provides peace of mind

You maintain control over healthcare decisions and ensures that your wishes are followed

Helps to avoid court conservatorship

Reduce stress for your loved ones during an already difficult time

Without planning ahead, your loved ones may face delays and significant expense in order to help you.  Don't leave the guesswork to them. With a plan, you guide your family during a challenging time.

FREQUENTLY ASKED QUESTIONS

Let's Plan for the Unexpected.

Incapacity planning is an essential part of a comprehensive plan. I'm here to help you put the pieces together so you can face the future with confidence.

bottom of page