Planning for Incapacity: Options for Managing Your Finances

June 14th, 2023 | 11:30 a.m. Central


Although difficult to think about, becoming incapacitated is an unfortunate possibility at any stage in life, and preparing for this uncertainty can offer some peace of mind. When it comes to your finances, it’s important to document how you would want your assets managed if you were no longer able to do so. Having the right estate planning tools in place to address this risk is a critical component of a well-designed financial plan—and it will ease the complications for your family and heirs who may need to step in.

In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

You’ll learn about:

  • The purpose of setting up a power of attorney
  • Reasons to add an individual as a joint account owner
  • What to consider when placing assets in a trust
  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®  |  Chief Planning Officer

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

  • Don Rochleau, CFP®  |  Director of Client Development

    As the director of client development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

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