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Estate Planning

Carolyn C. Wiley
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Estate Planning incorporates 3 different plans: Your plan for yourself if you become unable to make medical decisions during your lifetime, your plan for your loved ones and property if you become unable to make financial decisions during your lifetime, and your plan for your loved ones and property upon your death. 

If you are unable to make medical decisions during your lifetime, you’ll want to designate an agent to make those decisions for you through a Medical Power of Attorney. You may also want to give your agent more details, such as who they can share your medical information with, and your thoughts about end-of-life decisions including hospice, a Living Will (Advance Directive), and organ donation.

If you are unable to make financial decisions during your lifetime, you’ll want to designate an agent to make those decisions for you through a Financial Power of Attorney. There you’ll want to tell your agent who your loved ones are who depend upon you for support. Often, we create trusts for minor children in the case of their parents not being able to make financial decisions.

Finally, it is helpful to have a plan in place for your loved ones and property upon your death. A Will is the main way to accomplish that objective, but sometimes we put in place a Trust during life or upon death to make the passage of property and money more seamless and less stressful for your loved ones. If you want, we can create burial or cremation instructions and memorial service instructions.