Financial Advisors - want to learn more about how to identify risks of incapacity. Check out this article from Ari Brojde and Estateably. Together we are working on increasing resources in this area! Do you have questions about incapacity or notice a change in someone's behaviour and are concerned they are vulnerable? Give us a call - we are happy to help to provide information raise awareness.
As the global population ages, cognitive decline has become an increasingly pressing issue. Cognitive impairment can tarnish individuals' ability to make sound financial decisions and, therefore, threaten their financial stability. Sound estate planning is a crucial tool for preserving dignity and security as clients navigate the complexities of aging. By taking proactive steps now, clients can ensure their assets are protected and their loved ones are spared from unnecessary hardship in the future. Estateably is proud to partner with Capacity Clinic to help confront these challenges by raising awareness and providing financial and legal professionals with the resources they need to properly assess incapacity and activate mandates that will ultimately protect their clients from elder fraud. Check out my recent article on Think Advisor discussing the role financial advisors play in safeguarding their estate clients as they age and create a supportive financial management environment: https://bit.ly/3T8oRmL #Estateably #CognitiveDecline #EstatePlanning