Estate Planning Documents For Newbies

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Estate planning is the process of arranging one's affairs, through legal, financial, and medical documentation, so that trusted family members or loved ones can make decisions for you that are in your best interest when you cannot make your own decisions. Estate planning also includes arranging affairs so that when you pass away, there is an efficient and orderly transfer of your life's belongings and values to future generations and other loved ones.
Health care documentation that is included in one's estate planning program includes, but is not limited to, a HIPAA Authorization, a Health Care Power of Attorney, a Living Will, and an Advance Health Care Directive.
Legal and financial documentation included in one's estate planning program includes their Durable Financial Power of Attorney, their Last Will and Testament, and some include a Living Trust as a component of their estate plan.
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: go.oncehub.com...
This post is for informational purposes only and does not provide legal advice. Please do not act or refrain from acting based on anything you read on this site. Using this site or communicating with Rabalais Estate Planning, LLC, through this site does not form an attorney/client relationship.
Paul Rabalais
Estate Planning Attorney

Опубликовано:

26 сен 2024

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Комментарии : 11

@curtevans7662 3 года назад

Excellent introductory estate planning 101 "Professor" Paul! Your videos are extremely educational and provide an invaluable source of much needed information . Most people procrastinate on getting these documents completed. Understanding why they are so necessary should encourage people to get them done.

@shenotesnotarypa 2 года назад

Thank you so much for this awesome explanation.

@shantelaiona 2 года назад

Would you be able to share if you use notary Publics to execute these documents, what does your office look for in a notary? I want to leverage my notary public to help estate attorney clients. This will help save clients and the attorney money as my services will be cost efficient vs using a paralegal or attorney.

@amandanl86 2 года назад

Interested to know this as well as I am a fellow notary public as well.

@SC-xx1ql 6 месяцев назад

Can a we write all items into a small affidavit form? or do I have to use separate affidavits?

@PhotoStrider 3 года назад

Great information, thanks 😃

@siyandaluthandontutha1859 2 года назад

Finally, I can not wait to start uploading my videos. I have been delaying the transition for to long. Hope you love and enjoy all my content. Peace

@elleayah6553 3 года назад

Hi Paul, great video again! I have a question about transferring a tenancy by the entirety house to the spouses' separate trusts. How should that marital house by the entirety be transferred to the 2 separate trusts of the husband and wife via deeds? (Assuming they made separate trusts to keep separate properties separate and for protection from creditors). Thanks so much!