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Living with Dementia

Things to consider if you have dementia Financial planning

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Financial planning

If you (or a person you know) are living with dementia, financial planning is often a great place to begin. You might have questions such as, “does the diagnosis mean I can’t continue to manage my finances?” and “what can I do next?”

A financial advisor can ensure you address the right questions and help make plans for the financial future. They can also present helpful options that may not have been known or considered before.

You can plan for “what if.”

A diagnosis does not necessarily mean that a person is unable to manage their own financial affairs. Whether or not a person needs assistance with financial matters is often a decision made between the person living with dementia, their family members and their physician.
 
An Enduring Power of Attorney is a legal document that outlines the person’s wishes regarding finance management. It helps ensure that, in the event they become unable to manage finances, the person they are most comfortable with will be empowered to make decisions on their behalf. You can access more information from a lawyer or by contacting us directly.
Some additional resources are also here to assist you:
  • Visit Calgary Legal Guidance online
    clg.ab.ca/
     

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