Planning for Diminished Capacity

This week, we are revisiting a three-blog-post series about planning for diminishing capacity. Diminishing capacity is a very complex topic. It may happen quickly or be a long, slow decline in the ability to make effective decisions. The risks can be devastating, impacting a person’s health and financial well-being. Recent research suggests that certain unusual behaviours in managing finances could be an early warning sign of pre-dementia or dementia.

In this series, we identify the warning signs of memory disorders in general and, in the financial context, specifically. This series will interest financial advisors as well as family members concerned about how to approach noticing, discussing, and planning for diminished capacity.

We hope you enjoy revisiting these important articles and keep notes for yourself, your clients, and their families.

  1. Financial Issues: An Early Warning Sign of Memory Disorders – All About Estates
  2. Plan for Diminishing Capacity: Pre-dementia Financial Warning Signs – All About Estates
  3. Plan for Diminishing Capacity: How to Approach – All About Estates

Susan J. Hyatt

Susan J Hyatt is the Chair & CEO of Silver Sherpa Inc. A leader and author in the ‘smart aging’ movement, she is a member of the Canadian College of Health Leaders and the International Federation on Ageing. She holds a post-graduate certification in Negotiations from Harvard Law School/MIT and an MBA from Griffith University in Australia. She also holds a Bachelor of Science degree in Physical Therapy specializing in critical care/trauma from the University of Toronto.

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