While most people plan for their passing, many people don’t plan for the possibility of their incapacity, whether temporary or permanent. If you should ever become unable to take care of your own affairs due to aging, illness or accident, you should have a plan in place which you will hopefully never need. The following documents,…
Category: Estate Planning
WHAT ESTATE PLANNING DOCUMENTS SHOULD I HAVE IN PLACE?
I advise my clients to have a Last Will and Testament, Durable Power of Attorney, Health Care Proxy and Living Will. However, depending on the client’s needs and goals, some of the documents may be unnecessary or additional documents, such as a revocable or irrevocable trust agreement may be suggested. As part of the service…