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Sales SamplesTEST
Financial Advisor
YOUR COMPANY
45 Prospect Ave
Albany, NY 12206
Phone: 800-243-5334
Fax: 800-720-0780
Email: sales@ltmclientmarketing.com
Website: www.letstalkmoney.com
Life insurance is about taking care of those you leave behind, but it’s not the only way to take care of the ones you love. Three legal documents – a will, powers of attorney and an advance directive – are essential elements in an overall strategy to protect the ones you love, providing a measure of certainty when you can’t. An estate planning attorney can help you create and update these legal documents.
Singular events, such as an absence when signing a legal document is required, might activate limited powers. Durable powers of attorney typically go into effect when people are incapacitated and can’t make financial decisions for themselves. In the latter case, it is important to clearly define the incapacity that would activate the powers.
Alternatively, you can assign healthcare, or medical, powers of attorney to individuals who would make these decisions for you. Consult with your family and legal advisor to make these and other estate strategy decisions carefully.
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