Throughout life, you need to plan for the unexpected. Protecting your family and managing assets during a period of incapacity is a critical element of any overall financial and estate plan.
Our Financial Planning Specialists will work with your attorney to review your existing plans and/or to create an updated strategy. We will work closely with your designated decision makers who are assigned the role of managing your financial and medical issues during a period of illness.
We will also work with you to ensure that you have the most recent planning documents.
Sandy Spring Trust’s team of advisors can help you coordinate and prepare a strong incapacity plan to help ensure that the individuals you trust can make vital decisions on your behalf. Sandy Spring Trust can also be named as a financial decision maker within your documents, or we can be there to assist family members who have been named.