Mistake #3: Failing to Plan for Disability

Here’s video #3 in the Top 7 Estate Planning Mistakes in Arizona video series. None of us like to think about disability, but it’s worth planning for because we don’t want to make a hard situation even worse if an illness or accident happens to us.

In this video we’ll cover:

    Who’s in charge of your assets if you cannot manage them on your own?

    What is a Successor Trustee?

    Medical Power of Attorney & HIPAA Authorization

    Durable General (financial) Power of Attorney

 

In the next video we’re sending you, I’ll explain the importance of Protecting your Beneficiaries.

If you’re ready to discuss the best way to set up your estate plan now, you can call us at 480-741-2271 to schedule an appointment for a Free Consultation – No strings attached!

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