Values-Based Estate Plan
Oct 31, 2019OUTCOME: Happy Family
A great family with 3 little children needed a complete trust plan (including pourover wills, powers of attorney and HIPAA) for their upcoming trip overseas. We were able to expedite their documents, p ... rovide witnesses and get everything notarized. But most important for them, we sat down and, through guided discovery, were able to create a values-based family vision for the future if anything were to happen.
