Start with the issue that most closely matches your current concern.
Plan for aging, diminished capacity and future family decision-making.
Coordinate general mandates, health care mandates and living wills.
Understand eligibility, the lookback period, home rules and tax-deferred assets.
Explore planning options for older adults and the people who support them.
Financial and Property
A general mandate can authorize a trusted person to exercise the financial, property, business and legal powers you grant.
Medical Decisions
A health care mandate names an agent. A living will provides instructions about life-sustaining procedures.
Medicaid eligibility involves financial, tax and timing issues. A strategy that appears simple may create a significant taxable event.
Tell us about your financial, medical and incapacity-planning concerns.