The Durable Power of Attorney and Living Will and Health Care Proxy are two documents which name Agents to act on behalf of the Principal if the Principal cannot act for himself/herself during life. The former typically deals with financial transactions and the latter with health care decisions.
Additional facts may justify additional planning. This may include trusts to protect assets for minor or disabled beneficiaries, planning in a second marriage situation, or addressing estate tax concerns. Each plan is different. With proper guidance, the comprehensive plan will address all of the client's objectives.
Pellittiere & Jonsson PLLC will provide comprehensive guidance with respect to the entire estate plan. But it is guidance and not direction. The client sets forth the objective and the Law Office prepares and implements the steps and documents necessary to effectuate those intentions. Clients often ask "Can I _____??" and the answer is always "yes". And it is the job of a good estate planning attorney to make sure those objectives are attainable.
Implementation of a proper estate plan may include:
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Creating a Last Will and Testament
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Creating a Durable General Power of Attorney
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Creating a Living Will and Health Care Proxy
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Creating an Appointment of Agent to Control Disposition of Remains
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Discussing the choice of Executor, Trustees, or Guardians for minor children
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Determining agents under Power of Attorney, Health Care Proxy
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Planning for the disposition of IRAs, life insurance, and annuities
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Implementation of Living Trusts
Addressing special concerns such as:
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Creating a Last Will and Testament
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Minor children
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Spendthrift children
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Disabled beneficiaries
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Elderly beneficiaries
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Second marriages and children by prior marriages
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Beneficiaries with creditor problems
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