These clients were an unmarried couple who wanted to provide for each other. They also wanted to provide a specific distribution for the client’s mother.
We prepared a will plan for each of them that included:
- Financial Powers of Attorney;
- Healthcare Powers of Attorney; and
- Healthcare Directives.
The Power of Attorney documents provide 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 were 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: