These clients were a married couple in their sixties, with four adult children. Their goals included leaving their estate to the people they wanted to leave gifts to, ensuring their business went where they intended it to go, and providing for their family.
We created a will plan for each of them, which included a:
- Power of Attorney for Finances;
- Power of Attorney for Health Care;
- Advance Health Care Directives; and
- Disposition Instructions.
The Wills state where the clients would like their assets to go upon their death. They also name people to act as personal representative of their estates.
The Powers of Attorney for Finances include designations for people to manage the clients’ assets if they are ever unable to do so.
The Powers of Attorney for Health Care appoint people to manage the clients’ health care if they are unable to do so themselves.
The Advance Health Care Directives include information about what types of health care the clients would like if they are ever incapacitated or in a terminal condition.
The Disposition Instructions state where the clients would like their remains to go 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: