This client was a widow with two adult children. She wanted her children to split her estate and have equal amounts of power to make decisions over her finances and healthcare.
She had a previous trust, so we created a trust restatement, and updated healthcare and financial power of attorney documents.
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: