Taking steps proactively is the best way to minimize the impacts of an incapacitating event. Too many people experience an unexpected illness, injury, or accident that renders them unable to care for themselves or make important decisions. This leaves their family members in a very difficult position attempting to scramble to get approval from the court to make these decisions for their loved one. It can also lead to confusion and fights among your family members who do not agree on the best way to approach the issues.
If you wait too long to create these important documents, someone may allege you don’t have the mental capacity to legally sign them.
By working with an incapacity planning attorney in California now, you can take control of your financial affairs, health care, and estate planning needs immediately. Find estate and financial advisors you are comfortable discussing your situation with and review any existing documents you have.
If you do not already have this in place, create and finalize your advanced health care directive. In addition, customize your will trust or other estate planning documents and sign these important forms now while you still can.
You may also want to take additional steps such as consolidating your bank accounts to make it easier to keep track of your finances. Giving limited or temporary powers in your financial and health care documents can enable your chosen agents to take action on your behalf during a temporary incapacity, such as paying your bills or filing your taxes, but limiting them from doing things such as giving away or selling your assets. By working with a lawyer, you can have greater control over the future of potential incapacitating events.
