We created this estate plan for a single woman with no children. This client wanted to provide for her family, and provide them with her direct wishes so that there would not be any confusion about what she wanted to happen to her dog, assets and body. We provided this client with a will plan because she wanted to provide for her siblings and pet, but she did not have an overwhelming amount of assets – the total fell under the Washington State estate tax exemption level.
The will package included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Living Will.
The Will included specific assets and care instructions for her dog.
The Power of Attorney documents provide for the client if she ever is in a situation where she cannot make financial or medical decisions for herself.
The Living Will provides end of life decisions, so her son and fiduciaries will not have to guess at her wishes if she ends up in a permanent vegetative state.
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: