These clients were a married couple with two adult children. They wanted to provide for their children and each other in the event of their passing.
We created a Will plan for each of them, which included a:
- Financial Power of Attorney;
- Healthcare Power of Attorney; and
- Healthcare Directive.
The Wills designate where the clients assets will go after they are deceased, and name people to act as Personal Representative of their Estate.
The Power of Attorney documents provide for the clients in the event of their incapacity.
The Healthcare Directive includes what the client 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: