Estate Plan Incapacity Planning

Video Transcription

Many of us have plans in place to manage our estates after our deaths. But did you know there is also another important aspect to your estate plan you should consider?

Attorney Randy Doane of Doane & Doane says:

“You should also include incapacity planning and have certain documents in place if you are unable to speak for yourself. The first is a healthcare surrogate naming someone to manage your medical affairs, and the second is a durable power of attorney to manage your finances.”

Doane continues to say the third is a pre-need guardian form to direct the court to who you want to be the guardian of your person and property, and finally, setting up and placing your assets into a revocable living trust so that the successor trustee takes over if and when you are incapacitated. Whether your goals involve estate planning, tax planning, guardianship, or even a pet trust, the experienced attorneys at Doane and Doane can assist you every step of the way. For more information or a free consultation call 561 656-0200.