These clients were a married couple with no children, who wanted to provide for each other.
We prepared a simple will plan for each of them that included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Living Will.
The Will provides direction for their Personal Representative about who should receive their estate.
The Power of Attorney documents provide for the couple if they are ever in a situation in which they cannot make financial or medical decisions for themselves.
We prepared the Living Will for end of life decisions and to take the mystery out of what the couple would want to happen to them if they are 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: