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.

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.