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The 5 Estate Planning Documents Seniors Need for Protection

As we enter our “golden” years, it is more important than ever to have the proper legal protections in place to safeguard our finances and our personal health, and to protect the financial future of our family. There are five critical estate planning documents you need to accomplish these goals, including:

Durable Power of Attorney. This document allows a caregiver to handle the financial affairs of the care recipient if he or she is unable to do so themselves because of mental or physical incapacity. By having a durable power of attorney, you can avoid the timely and costly legal process of having to establish a guardianship for this purpose.

Will. A will is the last word on how property should be distributed, and also allows for the assignment of a guardian for any minor children. Without a will, the state will decide how the estate is distributed.

Healthcare Surrogate. The designation of a healthcare surrogate is essential as it allows you to decide on who can make healthcare decisions for you in case you are unable to do so. This document will also include a HIPAA release, which allows caregivers and others so designated to access healthcare information and discuss a care recipient’s medical needs with healthcare professionals.

Living Will. A living will allows you to communicate your wishes on end-of-life and life support medical care, and helps eliminate any confusion among family members about how you wish to be treated.

Revocable Living Trust. This instrument allows you to make important decisions about how assets are managed before and after death, provides protection against creditors of beneficiaries and can eliminate the need for probate.

Contact our Fort Myers estate planning law firm for a complimentary consultation on how we can help you with retirement planning.
Categories: Estate Planning
dorcey law firm
The Dorcey Law Firm, PLC - Fort Myers Attorney
Located at 10181 Six Mile Cypress Pkwy, Suite C, Fort Myers, FL 33966
Phone: (239) 330-6674
Local Phone: (239) 418-0169