Planning early after a dementia diagnosis ensures that your medical and personal wishes are documented, which can ease future stress and maintain control over decisions as the disease progresses.
Serving as both trustee and beneficiary is legal in many cases. However, it requires careful structuring to avoid conflicts, preserve fairness and ensure that the trust’s intent is honored.
More retirees are claiming Social Security benefits before full retirement age. This may offer short-term income, but it raises long-term financial concerns.
