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SEC.gov | Investor Bulletin and Consumer Advisory: Planning for Diminished Capacity and Illness

Now we have the SEC acting to protect Americans with diminished intellectual capacity. It is what I have always tried to stress in my practice and when speaking with my loved ones. Get and keep your important documents/papers in order and up to date. Let a trusted person know where everything is. Here the SEC has issued a bulletin outlining how to take steps and protect someone or yourself should mental ability become impaired.

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