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How to help protect your loved ones

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Early signs of cognitive loss
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Taking action
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– Visit regularly."TLBCPVUQIPOFDBMMTUIFQFSTPO
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– Guard the mail and trash.%FQPTJUPVUHPJOHNBJM
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– Set up automatic bill payments.*GZPVSMPWFE
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– Inventory key documents.&WFOJGZPVSMPWFE
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– Use the National Do Not Call Registry.$BMM
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– Discuss hazards.5FMMZPVSMPWFEPOFUIBUJUJT
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– Keep computers protected.*GUIFQFSTPOIBTB
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Advanced protection strategies
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– Financial durable power of attorney (DPOA)¿
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– Revocable living trust¿"SFWPDBCMFMJWJOHUSVTU
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Sources
¾"M[IFJNFSÁT"TTPDJBUJPO alz.org
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– "HJOH$BSFDPN
– %FNFOUJB$BSF$FOUSBMDPN

Advice. Beyond investing.:PVSŖOBODJBMMJGF
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STM Wealth Management Group

Paul Toby
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Paul J. Monacelli
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ubs.com/fa/paultoby

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June 21 • 2018

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