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Tips From the Pros: On the Road to Incapacity

Charles A. Redd explains what an advisor should do when a client has declining or diminished capacity.

As more mature individuals continue to age, their ability to comprehend and validly execute legal documents will most likely deteriorate. Declining mental capacity may begin at various points in time, depending on the individual, may progress slowly or rapidly and may become more or less debilitating. The moment after which a client should no longer be asked or expected to sign a will, trust instrument or similar document may be difficult for the estate planner, who’s almost certainly lacking

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