This client was an unmarried woman, with two adult children. She wanted to provide for her children.
We created a Will plan for her, which included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Healthcare Directive.
The Will designates where the woman’s assets will go, and people to act as Personal Representative of the Estate.
The Power of Attorney documents provide for the client if she is ever incapacitated.
The Healthcare Directive includes what the client would like to happen to her if she is ever in a permanent vegetative state.
Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):
And, if you know you just want to talk, click the link below to schedule a free strategy session with us: