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Which would you rather discuss? Winning the lottery or a plan for dementia or cognitive decline?

Updated: Oct 11, 2023

Do you need a plan in case of dementia or cognitive decline?

How would you be cared for? How would your assets be protected from bad decisions due to cognitive decline?

They're not easy questions for anyone to ask but a good advisor needs to ask them. Discuss with your family, your advisor and your attorney while you can all have a say.

Who should they call if they spot decline? Who provides care? What services are available? What would insurance cover? What legal protections can be implemented? How should accounts and assets be titled?

Financial planning is more than investments. It's a plan for how we would handle all sorts events and investment results. Let's spend as much time talking about possible scenarios as we do talking about winning the lottery.

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