We created this estate plan for an unmarried woman with four adult children. She just wanted to create a plan that provided for her children with her wishes.
We prepared a will plan for her. This included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Living Will.
The Will distributed her estate to her children.
The Power of Attorney documents provide for her if she is ever in a situation where she cannot make financial or medical decisions for herself.
We prepared the Health Care Directive for end of life decisions and to take the mystery out of what she would want to happen to her if she was 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: