This client was a single man with no children, who wanted to distribute his estate to his family.
We prepared a Will Plan for him that contained a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Advance Healthcare Directive.
The Will enables the client to accomplish his goals in leaving his assets to his family.
The Power of Attorney documents provide security for the client in the event of his incapacity.
The Advance Healthcare Directive includes end of life decisions and provides direction for what the client 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: