Financial Capacity in Older Adults: A Review of Clinical Assessment Approaches and Considerations

被引:23
作者
Pinsker, Donna M. [1 ]
Pachana, Nancy A. [1 ]
Wilson, Jill [1 ]
Tilse, Cheryl [1 ]
Byrne, Gerard J. [1 ]
机构
[1] Univ Queensland, Sch Psychol, St Lucia, Qld 4072, Australia
基金
英国医学研究理事会;
关键词
aging; assessment; cognitive impairment; contextual; dementia; financial competence; DECISION-MAKING CAPACITY; DEPRESSIVE SYMPTOMS; ALZHEIMERS-DISEASE; BENZODIAZEPINE USE; CONCEPTUAL-MODEL; ABILITIES; COMPETENCE; PEOPLE; VALIDATION; DISABILITY;
D O I
10.1080/07317115.2010.502107
中图分类号
R592 [老年病学]; C [社会科学总论];
学科分类号
03 ; 0303 ; 100203 ;
摘要
Financial capacity is a critical issue of autonomy for older people. However, determining the point at which a cognitively impaired older adult is no longer capable of independent financial management poses an onerous task for family members, and health and legal professionals. At present, there is no agreed-upon standard for evaluating financial capacity, and issues pertaining to the level of impairment that constitutes incapacity remain largely unresolved. In the absence of validated assessment guidelines, determinations of capacity are frequently based on neuropsychological measures and clinical judgment, although there is limited evidence to support the validity of these methods in capacity determinations. In this paper, various cognitive, psychiatric, social, and cultural factors that potentially contribute to financial incapacity in older adults are described. The strengths and weaknesses of clinical approaches and instruments currently used in capacity determinations are evaluated, and specific recommendations are made regarding broader assessment approaches. Finally,
引用
收藏
页码:332 / 346
页数:15
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