Incapacity planning puts legal documents in place to designate trusted decision-makers if you become unable to manage your own affairs. For surviving spouses — particularly women, who statistically outlive their husbands and face substantially higher rates of long-term care needs — these documents are essential. A Healthcare Power of Attorney, Financial Power of Attorney, living will, and HIPAA authorization each serve a distinct function. Together, they ensure your medical and financial wishes are legally upheld, even when you cannot speak for yourself.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
