These clients were an unmarried couple, who wanted to provide for each other, and provide a specific distribution for the client’s mother.
We prepared a will plan for each of them that included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney;
- Healthcare Directive; and
- Disposition Instructions.
The Wills allow the clients to have their property distributed to who they would like it to go to, and name people to act as personal representatives of the estate.
The Power of Attorney documents provide the couple with designations for individuals to take care of them if they are ever 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: