These clients were a married couple with two adult children. They wanted to create a plan where they could provide distributions to friends, family and charities.
We created a will plan for each client, which included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- and Healthcare Directive.
The Power of Attorney documents are to provide for the couple if they are ever in a situation where they cannot make financial or medical decisions for themselves.
Guardian designations were included in the Power of Attorney documents and in the Pour Over Will, and we also provided the couple with letters for short term guardians and a babysitter emergency manual.
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: