This client was a single woman with no children, who wanted to provide for herself in case she was to become incapacitated. Because she had no children, she wanted to provide beneficiaries to designate who her estate would go to.
We created a Will plan for her, which included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Healthcare Directive.
The Will designates where the client’s assets will go when she is deceased.
The Power of Attorney documents provide for the client in the event of her incapacity.
The Healthcare Directive states what the client would like to happen to her if she is ever incapacitated.
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: