These clients were an elderly married couple with adult children. They wanted to provide for their children and for each other in the event of their death.
We created a Will Plan for each of the clients. The Will Plans contained a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Healthcare Directive.
The Will provided direction to their Personal Representative for the distribution of their assets.
The Power of Attorney documents provide security for the couple if they are in a situation in which they cannot make financial or medical decisions for themselves.
We prepared the Healthcare Directive 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: