Estate Planning and Dementia

June 17, 2017

A diagnosis of dementia can be devestating for individuals and families and can upend your best-laid retirement plans. Jim recently received an email from a listener in Floridia who was diagnosed with early-onset dementia. The listener has a TSP account and originally wanted to know how to avoid the 10% early withdrawl penalty. Jim answers this question, but also brings in estate planning attorney Peter Scott to discuss other estate planning matters that the listener may want to consider putting in place before his dementia progresses.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.