We created this plan for a married couple with two adult children and a small estate. The clients wanted to provide for their children but didn’t have any specific distributions or guidelines that they wanted met.
Since they had a smaller estate, we were able to prepare a will plan for them. Each will plan included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Healthcare Directive.
The Power of Attorney documents provided the couple with designations for individuals to take care of them while they are incapacitated.
We prepared the Health Care Directive for end of life decisions and to take the mystery out of what the couple would want to happen to them if they are 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: