This client was a man who was in the process of getting divorced, who did not have any children. His goals included leaving gifts to his family, and donating to charity.
We created a will plan for him, which included a:
- Power of Attorney for Finances;
- Power of Attorney for Health Care;
- Advance Health Care Directive; and
- Disposition Instructions.
The Will names people to act as Personal Representative of the Estate. It also states where the client would like to leave his assets.
The Financial Power of Attorney names people to manage the client’s finances if he is ever unable to do so during his lifetime.
The Medical Power of Attorney states who the client would like to manage his health care if he is unable to do so himself.
The Advance Health Care Directive includes instructions about what types of health care the client would like if he is ever incapacitated or in a terminal condition.
The Disposition Instructions include direction about what the client would like to happen to his remains after he is 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: