Joint Simple Wills
Joint Simple Wills: Preparation of two simple Wills, along with the following: Durable Powers of Attorney, Designation of Health Care Surrogate forms, HIPAA Releases, Living Wills, Combination Living Wills / Designation of Health Care Surrogate Forms and Declaration Naming Preneed Guardian Forms.
Estate Planning for Second Marriages
Mature Second Marriage Planning: Pre-nuptial Agreement (Prenup) with Preparation of a simple Revocable Living Trust and one Pourover Will, along with the following: Durable Power of Attorney, Designation of Health Care Surrogate form, HIPAA Release, Living Will/ Designation of Health Care Surrogate Form and Declaration Naming Preneed Guardian Form.
Mature Second Marriage Pre-nuptial Agreement (Prenup)
Durable Power of Attorney
Designation of Health Care Surrogate
Declaration Naming Preneed Guardian Form.
LAST WILL AND TESTAMENT
A will is a legal document ensuring that, after death, your possessions will be treated according to your instructions. Without a will, state laws, a court or a judge may decide how and to whom your property and other personal effects are to be distributed. It is recommended that the will be prepared by an attorney. You should review your will every few years. This is good practice since federal and state laws affecting your estate may require your will to be revised. In addition, if you move to another state or if your family situation changes, such as the birth of a child, death of a beneficiary, etc., your will might be affected.
Upon death, your will must be probated and your estate administered. This may become complicated and cause undue hardships on your beneficiaries if you do not have a will. When you consider everything that is at risk, the preparation and cost of a will may be well worth the effort and is a vital part of your prearrangement program.
A living will is a document that instructs doctors, relatives or others to refrain from using extraordinary measures to prolong your life if you have a terminal illness or are in a vegetative state.
DURABLE POWER OF ATTORNEY
A durable medical power of attorney is a legal document that creates the power to act in a third party. The third party is referred to as an "Agent" and the person making the durable power of attorney is the "Principal." The Agent is authorized to perform certain acts on behalf of the Principal. Acts include all financial transaction, purchasing and disposing on real property and other specific acts as designated by the Durable Power of Attorney.
HEALTH CARE SURROGATE DOCUMENTS
Today's improved medical technology and procedures enable a terminal patient's life to be prolonged almost indefinitely. This medical progress has raised the question of an individual's "right to die" or desire to "die with dignity." This situation has also led to the creation of advance directive documents that permit you to give directions regarding your future medical care in the event that you are unable to do so. These documents fall into two general categories: a Living Will and a Durable Medical Power of Attorney.