Planning for Incapacity

Incapacity planning prepares for situations where you cannot manage financial or healthcare decisions.

What to know

Consider financial powers of attorney, healthcare proxies or powers of attorney, advance directives, and how documents are stored. Requirements vary by state.

Practical next steps

  1. Identify your state and relevant documents.
  2. Write down the specific questions you need answered.
  3. Confirm applicable rules with official sources or a qualified professional.
  4. Keep copies of important documents and decisions.

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