ST Alpha - "We did Estate Planning in 2007. Will, trust, powers of attorney, medical proxies. You name it, we covered it." (Reading a Post)

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In response to "Morbid day: do you have a will? a living will? a list of accounts, financials, passwords? -- nm" by Andie with the black velvet band

We did Estate Planning in 2007. Will, trust, powers of attorney, medical proxies. You name it, we covered it.

Posted by TWuG Mar 17 '09, 09:50

Right down to the disposition of our pets.

Responses:

good job. -- nm - Andie with the black velvet band Mar 17, 09:56 1
- Thank you. Doing it really makes you think about things. We had to decide between my Mom and her husband, or my SIL and her husband to take - TWuG Mar 17, 10:01
do you mind sharing - was it SUPER expensive? -- nm - JenBro Mar 17, 09:52 4
- Yes. We ended up with an 8 inch binder each full of documents detailing everything. - TWuG Mar 17, 09:57 3
  - Thanks ... I have clients asking about this more and more frequently ( and one thing they may not have told you ... - JenBro Mar 17, 10:06 2
    - WE have an umbrella policy that covers us, the trust, etc. -- nm - TWuG Mar 17, 10:10 1
      - Excellent - my companies will even add the trusts to the Umbrella policies - so that the trusts as property owners have the same high limit and legal - JenBro Mar 17, 10:13

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