These client were a married couple with two adult children. Their goals were to care for their children and leave gifts to the people they cared for.
We created a will plan for each of them, which included a:
- Power of Attorney for Assets;
- Power of Attorney for Health Care;
- Advance Health Care Directive; and
- Disposition Instructions.
Additionally, we prepared two transfer-on-death deeds, so the clients’ real property would avoid passing through probate.
The Wills name Personal Representatives to act in distributing the clients’ estate to the people they would like to leave it to.
The Powers of Attorney for Assets name people to manage the clients’ finances if they are ever unable to during their lifetimes.
The Powers of Attorney for Health Care name people to manage the clients’ health care if they are unable to do so themselves.
The Advance Health Care Directives state what types of health care the clients would like if they are ever incapacitated or in a terminal condition.
The Disposition Instructions allow the clients to state what they would like to happen to their remains after they are gone.
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: