These clients were a married couple with one minor child. Their goals were to provide for each other and their daughter.
We created a will plan for each of them, which included:
- Financial Powers of Attorney;
- Health Care Powers of Attorney;
- Healthcare Directives;
- Disposition Instructions;
- A Babysitter Manual; and
- Letters to Short-Term Guardians.
The Wills designate where the clients’ assets will go, and also name guardians for their child.
The Power of Attorney documents provide for the couple if they are ever in a situation in which they cannot make financial or medical decisions for themselves. Guardian designations were also included in the Power of Attorney documents.
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.
The Disposition Instructions state what the clients would like to happen to their remains after they are gone.
We also provided the couple with letters for short term guardians and a babysitter emergency manual.
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: