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How to Spot Dementia and the Estate Plan Implications

How to Spot Dementia and the Estate Plan Implications

March 30, 2022
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We have been working with many of our clients who have aging family members. This can become a very challenging period. An important first step is to know the signs of dementia and be able to spot them when they occur with family members. 

There are also important things to consider in an estate plan for people as they get older. In this article, we will discuss the 10 Warning Signs of Alzheimer’s and Estate Planning Tools to Assist with Changing Capacity.

We invited experts in these areas to share their knowledge in the first installment of our two-part Strategies for Aging Family Members Webinar Series.

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10 Warning Signs of Alzheimer’s

10 Warning Signs of Alzheimer's from the Alzheimer's Association

As people are living longer, Alzheimer’s Disease is affecting more and more people. But there are ways to diagnose Alzheimer’s Disease from other forms of dementia. We invited Vanessa Souza, LCSW, representing the Alzheimer’s Association to share their expertise with our clients in our recent webinar.

Examine the 10 Warning Signs of Alzheimer's

See the list of early signs and symptoms of Alzheimer's and memory issues that disrupt your daily life from the Alzheimer's Association. Learn how you can differentiate from other forms of dementia and ways to keep your brain active.

View 10 Warning Signs of Alzheimer's Video Training 

You can engage with the same material directly from their 10 Warning Signs of Alzheimer’s video from their Education Center here. You will need to “add to cart” and create an account to view the free material.

Download the 10 Warning Signs of Alzheimer's Worksheet 

We suggest you also download their 10 Warning Signs of Alzheimer’s Worksheet which is a good guide to follow as you view the material.

Our thanks to the Alzheimer's Association for making this material available, discussing with our clients and their families and making it publicly available for all.  Their vision is "A world without Alzheimer's and all other dementia®" which we all look forward to and support.

Tools to Assist with Changing Capacity

A well drafted Estate Plan is very important as people age. Working with your Estate Attorney, you can develop an Estate Plan that transitions a family through those challenging times as family members age. Estate Attorney, Ann Robbeloth will shared her recommendations for an estate plan based on her many years of experience specializing in cognitive decline.

 Press Play Below to View the Tools to Assist with Changing Capacity Presentation Replay




Attend Part 2 of our Strategies for Aging Family Members Webinar Series

Our thanks again to the Alzheimer's Association and Ann Robbeloth for their time and expertise. Our next webinar in the two-part series is on May 18. Learn more at financialjourney.com/aging-family-member-strategies


Financial Journey Partners

Financial Journey Partners - Partners in Your Financial Journey®

Our Financial Journey Partners office is based in San Jose, California. We have clients that live in many states across the country. If you have questions about your investments or financial situation, call us to schedule time to talk about your specific situation.

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The views expressed are those of Alzheimer’s Association and Ann Robbeloth, JD, MSW and do not necessarily reflect the views of Mutual Advisors, LLC or any of its affiliates. Investment advisory services are offered through Mutual Advisors, LLC DBA Financial Journey Partners, a SEC registered investment adviser.