This client was a married woman with one minor child, but the plan we created was only for her and not her husband. She wanted to provide for her daughter and make sure that her daughter was taken care of.
We prepared a Will Plan for her that contained a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Advance Healthcare Directive.
The Will enables the client to accomplish her goals in providing for her daughter, and also designates a guardian if anything happens to her when her daughter is still a minor.
The Power of Attorney documents provide for the client in the event of her incapacity.
The Advance Healthcare Directive includes end of life decisions and states what the client would want to happen to her if she 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: