This Holiday Season – Give the Gift of Planning

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As you gather with loved ones, remember the one gift your family can’t get for themselves….your thoughtful planning. The holiday season when family celebrate is the perfect time to begin to take stock of changes that have taken place over the year.
– New little additions are there to the family?
– Grandchildren that have grown and graduated from college?
– Recent marriages and unions?
– Divorces, relocations or loved ones lost?
– Do uncle or auntie appear to be struggling with their own care?
And then note, have theses changes been reflected in your estate planning? Planning documents for healthcare decision making can include a health care proxy and living will. Planning for financial decision making calls for a power of attorney. Health care proxies, living wills, last will and testaments and power of attorneys are all “advanced directives” and form the basis for proper estate planning.
The holiday season is the perfect time to give your family the gift of planning. Think about any advanced directives you may already have in place – do they still reflect your wishes?
My holiday gift to you and your family is a fill-in health care proxy for you to print out and share with your family. A great way to start the process is by designating a health care proxy. My office is available to review those advanced directives you may have in place and discuss any questions you might have.
Fill in Health Care Proxy

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