2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

Estate Planning and Capacity: Common Conditions that Can Mimic Dementia

When completing any estate planning, including a trust, will, power of attorney, or health care directive, the person signing the documents must have what is called “capacity” in order to sign the documents. There are two kinds of capacity in estate planning: testamentary capacity and contractual capacity. Testamentary capacity is a lower form of capacity and is required by a…

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077: Retirement Planning for Your Brain

077: Retirement Planning for Your Brain

Big Three from Episode #077: You have more control over the cognitive aging process than you think! Maintaining good cognitive function can save you money in retirement. Dementia and Alzheimer’s are scary and cognitive decline is a tough thing to think about, but if you’re worried or suspect you may have an issue, DON’T wait. Seek help right away! Time-stamped…

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