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June 20, 2023

Planning for Incapacity: Options for Managing Your Finances

Although difficult to think about, becoming incapacitated is an unfortunate possibility at any stage in life, and preparing for this uncertainty can offer some peace of mind.

When it comes to your finances, it’s important to document how you would want your assets managed if you were no longer able to do so. Having the right estate planning tools in place to address this risk is a critical component of a well-designed financial plan—and it will ease the complications for your family and heirs who may need to step in.

In this interactive workshop, Focus’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

You’ll learn about:

  • The purpose of setting up a power of attorney
  • Reasons to add an individual as a joint account owner
  • What to consider when placing assets in a trust

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About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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