These clients were married men with two children. They wanted to provide for each other in the event of their deaths.
We prepared a will plan for them. Each plan included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Living Will.
The Wills distribute their estate to their daughter and provide specific distributions to their family.
The Power of Attorney documents provide for the couple if they are ever in a situation in which they cannot make financial or medical decisions for themselves.
The Living Will includes directions about what the clients would like and not like as far as health care if they are ever incapacitated.
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: