1. EachPod
EachPod

Dementia & Estate Planning: How Late Is Too Late?

Author
Nick Rosenbauer
Published
Thu 28 Aug 2025
Episode Link
https://completeestateplanning.podbean.com/e/dementia-estate-planning-how-late-is-too-late/

๐Ÿ“žย ๐Ÿ“… Schedule Your No-Cost Consultation: https://cincinnatiestateplan.com/contact/


๐ŸŽ“ย Join Us for Our Next Workshop:

https://cincinnatiestateplan.com/workshops/


More families are facing the difficult reality of cognitive decline in parents or loved ones. What happens if dementia sets in before an estate plan is updated? Can changes still be made, and how do you know when itโ€™s too late? In this episode, Nick breaks down testamentary capacity, the legal standard for whether someone can create or update a will or trust, and shares what options families have when a loved one begins showing signs of decline.


Hereโ€™s some of what we discuss in this episode:


๐Ÿ“‘ How attorneys test for mental capacity


๐Ÿšซ Why hiding problems from your lawyer backfires


โฐ Why estate plan checkups are essential


๐Ÿ›ก๏ธ Steps to ensure documents are legally airtight


๐Ÿง  What โ€œtestamentary capacityโ€ really means


ย 


Our website: https://cincinnatiestateplan.com/


Phone: 513-463-6789


Contact our team: [email protected]


Schedule your no-cost consultation: https://cincinnatiestateplan.com/contact/


Check us out on YouTube: https://www.youtube.com/channel/UCf3WXpR0a-tMvimbMT_lkMA?sub_confirmation=1

Share to: