Do you have a loved one showing early signs of memory loss or confusion?
An Alzheimer’s diagnosis can feel overwhelming, especially when it affects someone close to you. The fear, uncertainty, and emotional toll can make it hard to focus on what comes next. Yet, taking legal steps early while your loved one still has capacity can make all the difference in preserving their voice, protecting assets, and easing the long-term burden on family.
Early legal planning is not only possible, it is critical. In Florida, the law recognizes the importance of preparing while someone still has the ability to make informed decisions. If you are just beginning this journey, here are five key actions you and your family should consider.
1. Create or update a trust agreement and last will and testament
One of the most important steps is to ensure your loved one has a current last will and testament or trust agreement. These tools allow them to state how they want assets handled and who should be in charge. Waiting too long could result in court intervention or decisions being made by someone who does not fully understand their wishes.
2. Establish durable powers of attorney while capacity remains
A durable power of attorney gives a trusted person the authority to manage finances if your loved one becomes unable to do so. Without this in place, families may be forced to go through Florida’s guardianship process, which can be expensive and time-consuming. Acting early means honoring your loved one’s choice and protecting their independence.
3. Complete health care planning tools
Advance health care planning is especially important in Alzheimer’s cases. These tools include naming someone to make medical decisions and outlining treatment preferences. When completed early, they provide peace of mind for both your loved one and the rest of the family, knowing decisions will reflect their wishes.
4. Consider long-term care strategies
Alzheimer’s often leads to the need for extensive care. Working with an attorney to explore long-term care strategies, including Medicaid planning, can help families protect important assets while ensuring access to appropriate care options.
5. Talk to your family about the plan
Open communication helps prevent confusion and conflict. Once legal planning tools are in place, families should have honest conversations about what lies ahead. Involving your loved one while they can still express preferences helps everyone feel more confident about the road ahead.
We know this blog may raise more questions than it answers. Our firm offers a number of legal services designed to help you and your family. We understand that not everyone can come into our office. Unlike other firms, we can make arrangements to come to you. Let us know when you call us at (239) 728-3020 to set an appointment or fill out our contact form, and we will contact you to coordinate a meeting based on your individual needs.