Summer Special: Estate Planning for Young Adults

Summer vacation is the perfect time to start estate planning with your family.

At 18 we feel invincible, and like our life is just beginning, so planning for seemingly impossible what-ifs might seem unnecessary. But life is nothing if not unpredictable. Learn more about estate planning for young adults.  This makes a perfect graduation gift or 18th birthday present.

Summer Special
Start the estate planning process for young adults 18 and over with these three essential documents. For a limited time, we’re offering all 3 for $400. Offer good through Labor Day (September 2, 2019).

Durable Power of Attorney
A durable power of attorney is a document that you create to give someone else the legal authority to make financial decisions on your behalf, in case you’re ever unable to make them for yourself. From depositing money into a bank account to losing a credit card while traveling, you never know when you might need to call on your attorney-in-fact.

Healthcare Proxy
Think of a health care proxy as the medical version of a durable power of attorney. It’s a document that allows you to name someone make healthcare decisions on your behalf, if a time comes when you can’t make them for yourself.

HIPAA Release
A HIPAA release is an important complement to a health care proxy. Executing one of these documents allows you to give permission for your loved ones to be informed about your medical care, in the event that you’re incapacitated.

If you also have young children, check out our summer special to establish a temporary vacation guardian.

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