Dementia & Estate Planning: How Late Is Too Late?

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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 it’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.

Here’s some of what we discuss in this episode:

📑 How attorneys test for mental capacity

🚫 Why hiding problems from your lawyer backfires

⏰ Why estate plan checkups are essential

🛡️ Steps to ensure documents are legally airtight

🧠 What “testamentary capacity” really means

 

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