We created this estate plan for a single man, who had one adult child. He was very concerned about security and providing for his daughter.
Because his estate was under the Washington State and Federal Estate Tax limits, we created a will plan. The Will plan included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Healthcare Directive.
The Power of Attorney documents provide him with designations for individuals to take care of him if he is ever incapacitated.
We prepared the Health Care Directive for end of life decisions and to take the mystery out of what he would want to happen to them if he is ever 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: