These clients were a married couple with two adult children.
We prepared a Will Plan for each of them. Both plans included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Living Will.
The Will distributed their estate to their children and provided specific distributions to their family.
The Power of Attorney documents provide security for the couple in the event that they are in a situation in which they cannot make financial or medical decisions for themselves.
The Living Wills included the clients’ preferences for healthcare 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: