Planning for Incapacity – What Are Your Options?

This document outlines your options for managing finances in the event you become incapacitated, along with some of the pros and cons of each option: Joint accounts, Revocable trusts, and Powers of Attorney.

Copper Leaf Financial works closely with clients and attorneys to ensure that plans for incapacity are in place and closely aligned with the client’s overall financial plans. Contact us today for more information and begin your journey towards peace of mind.