These clients were a married couple with no children. They wanted to provide for each other and provide specific distributions and percentages for their beneficiaries. They additionally wanted to ensure their pets were provided for.
We created a Will plan for each of them, which included a:
- Will, including a Testamentary Pet Trust;
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Healthcare Directive.
The Wills stated where the clients would like their assets to go after they are gone. They also included a Testamentary Pet Trust, to ensure the clients’ pets would be cared for.
The Power of Attorney documents provide for the clients in the event of their incapacity.
The Healthcare Directive includes end of life decisions to provide for what the clients would want to happen to them if they enter into 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: