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Estate Planning Client Profile #43 | Married Couple with Blended Family

These clients were a married couple, with two children from previous marriages and two children with each other. They wanted to provide for each other and their children in the event of their deaths.

We created a Will plan for each them, that included a:

  • Will;
  • Financial Power of Attorney;
  • Healthcare Power of Attorney; and
  • Healthcare Directive.

The Power of Attorney documents provide the couple with designations for individuals to take care of them if they are ever incapacitated.

We included temporary guardian language in the power of attorney and provided the clients with a babysitter emergency manual. This manual is to provide any babysitter with phone numbers and information in case something where to happen to the clients while a sitter was watching their children.

We prepared the health care directive for end of life decisions and taking the mystery out of what the couple would want to happen to them if they were in a permanent vegetative state.

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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):
https://cmslawfirm.com/foundation
And, if you know you just want to talk, click the link below to schedule a free strategy session with us:
https://cmslawfirm.com/strategysession1
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Ep Client / Estate Planning
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Estate Planning Client Profile #43 | Married Couple with Blended Family
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