Top Estate Planning Documents

melissadoughertyan
Apr 30, 2021
1 min read

If you are visiting my site, you’ve already taken the first proactive step towards creating your Estate Plan. It is great to research what documents will best fit your family wealth planning needs. Most of my clients need the following documents:

(1) Living Revocable Trust

(2) Pour Over Will

(3) Memorandum Disposition of Personal Property

(4) General Durable Power of Attorney

(5) Medical Power of Attorney

(6) Advanced Directive/ Living Will

(7) HIPAA Waiver

(8) and Cremation or Burial Instructions

Give me a call for a free 30 minute phone or zoom consultation. I make this process easy and convenient. Looking for an "Estate Planning Attorney near me?" Don't delay. Sign up on my calendar today:

https://calendly.com/melissadoughertyanderson/estate-planning

Elder Law

This is one of the saddest most tragic examples of Elder Abuse I have come across. It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida. Click on the link to read the full article below.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.

https://www.bloomberg.com/news/features/2021-02-17/at-93-she-waged-war-on-jpmorgan-and-two-financial-advisors-her-grandsons?utm_campaign=news&utm_medium=bd&utm_source=applenews

Top Estate Planning Documents

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Elder Law

At 93, She Waged War on JPMorgan—and Her Own Grandsons