Making Financial Decisions

August 24, 2015

The following material was provided by Brigitta Sharpe, attorney with the law firm of Guzman Kallheim Sharpe, PA, specializing in legal services to persons with disabilities, seniors and their families. Planning Ahead At some point, most seniors will need assistance making personal decisions, including managing finances and property. Some plan ahead for their possible incapacity, executing power of attorney documents, creating health care directives and funding trusts. Many, however, do not have any mechanisms in place, leaving family members to scramble for ways to meet their needs.

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— Bruce, son of resident

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