In this episode of From the Orange Couch, Robert W. Tull, Jr., CEO & President of Tull Financial Group discusses simple strategies for protecting the finances of older adults who may be contending with cognitive or capacity issues.
Robin touches on how best to plan for our older years by addressing these questions:
(1) What types of planning are necessary? What does estate planning mean?
(2) What are some signs to look for in someone who may have diminished capacity?
(3) What is the importance of having a Last Will and Testament, Power of Attorney or Medical Directive?
(4) What is a Trusted Contact? How does having one protect me?
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