What Estate Planning documents do I need?

In this video, I cover the topic: What Estate Planning documents do I need? I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.

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By watching this video, you’ll learn:

✅ Why there is no “one size fits all shoe” when it comes to estate planning
✅ What a “Foundational” estate plan looks like
✅ A will based plan: who it is appropriate for, and how it can be your ticket to probate court if you have assets such as a house or savings.
✅ Why probate court is expensive and stressful
✅ What a trust centered estate plan looks like and how it can safeguard your assets
🚫 WARNING ‼️ Why you should never move retirement accounts like 401ks or IRAs into your trust
✅ We walk through all of the important estate planning documents such as:
📌 Durable Financial Power of Attorney
📌 Healthcare Proxy
📌 Advance Medical Directives
📌 HIPAA Authorization
📌 Living Will
📌 Spoon-fed Directive
📌 MOLST Form / POLST Form

Do you have any experience with estate planning documents?

💬 Leave a comment below!

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Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.

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