These clients were a married couple with two adult children. They were planning an upcoming trip out of the country.
Their goals included providing for their children, avoiding probate, and making charitable gifts.
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.
The Wills name people to act as personal representative of the clients’ estates, to oversee distribution of their assets. They also state where the clients would like their assets to go.
The Powers of Attorney for Assets appoint people to manage the client’s finances if they are ever incapacitated.
The Power of Attorney for Health Care designate people to manage the clients’ health care if they are ever unable to do so themselves.
The Advance Health Care Directive includes what types of health care the clients would like if they are ever incapacitated or in a terminal condition.
The Disposition Instructions state what the clients 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: