Complete Estate Planning

Dementia & Estate Planning: How Late Is Too Late?


Listen Later

📞 📅 Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/

🎓 Join Us for Our Next Workshop:

https://cincinnatiestateplan.com/workshops/

More families are facing the difficult reality of cognitive decline in parents or loved ones. What happens if dementia sets in before an estate plan is updated? Can changes still be made, and how do you know when it’s too late? In this episode, Nick breaks down testamentary capacity, the legal standard for whether someone can create or update a will or trust, and shares what options families have when a loved one begins showing signs of decline.

Here’s some of what we discuss in this episode:

đź“‘ How attorneys test for mental capacity

đźš« Why hiding problems from your lawyer backfires

⏰ Why estate plan checkups are essential

🛡️ Steps to ensure documents are legally airtight

🧠 What “testamentary capacity” really means

 

Our website: https://cincinnatiestateplan.com/

Phone: 513-463-6789

Contact our team: [email protected]

Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/

Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

...more
View all episodesView all episodes
Download on the App Store

Complete Estate PlanningBy Nick Rosenbauer

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

42 ratings


More shows like Complete Estate Planning

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

455 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

788 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

743 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,307 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

589 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

517 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

250 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

49 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

801 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

556 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

778 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

168 Listeners

Everything Estate Planning by Valerie Zammitti

Everything Estate Planning

5 Listeners

Passing It On: Estate Planning for Families by Michael Pevney

Passing It On: Estate Planning for Families

11 Listeners