Powers of Attorney, Trusts, and Advance Directives

Incapacity Planning

Plan for what happens during your lifetime when you are unable to act on your own behalf.

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While estate planning allows you to plan for what happens upon your death, incapacity planning allows you to plan for what happens during your lifetime when you are unable to act on your own behalf due to medical illness or mental incapacity.

Without incapacity planning, your family may need to seek a guardianship or conservatorship through the court in order to manage financial or medical decisions.

Appropriate planning can help minimize the challenges your family may face during a period of incapacity.

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Incapacity Planning Topics

The pages below provide basic information about common questions in this practice area.

Topic

What Is a Power of Attorney?

See how a durable power of attorney lets someone you trust manage financial matters if you cannot.

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Topic

What Is an Advance Directive?

Plan for medical decision-making and clarify your wishes before a health crisis occurs.

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Topic

How Can a Revocable Living Trust Help with Incapacity Planning?

A revocable trust can provide continuity in financial management if a trustee must step in.

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