This client was an unmarried man with two adult children.
We prepared a Will Plan for him that contained a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Advance Healthcare Directive.
The Will designates where the client’s assets will go, and names a Personal Representative to oversee 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 and provides for what he would want to happen to him if he ever 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: