This client was a single man with no children. He wanted to provide direction on how his personal property and assets should be distributed at his death.
We prepared a will plan for him that contained a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Advance Healthcare Directive.
The Will designated where the client’s assets would go at his death, and a personal representative to oversee the distribution of his Estate.
The Power of Attorney documents provide for the client in the event of his incapacity.
The Advance Healthcare Directive includes end of life decisions in regard to what the client would want to happen to him if he enters into 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: