Estate Planning Is For When You’re Alive, Too | Estate Plan Pros
Estate Planning Is For When You’re Alive, Too

Discover:Create

Think estate planning is just for when you’re gone?  Think again.  Estate planning is as much about protecting yourself as it is protecting your family.  When you’re alive but not well, who is in charge?  Either you’ve appointed someone ahead of time, or the government will appoint someone for you. 

You can appoint someone to make financial decisions through a Durable Power of Attorney, and medical decisions through an Advance Health Care Directive. 

The Government’s Rules

If you don’t, don’t worry, the government has your back.  They only require the person who is willing to step up to take care of you to first sue you.  To do that they’ll probably need an attorney who will charge around $5,000, in addition to all the filing fees and other expenses, like the court investigator, and the attorney the court appoints to represent you, whose job is to make sure you really are incompetent.  Who pays for all of this?  You, of course.  Now, all those procedures are there for a good reason.  You don’t have to like the rules, but you do need to know what they are.

Your Rules

The Power of Attorney and Advance Health Care Directive are like blank checks.  They can give authority, but they don’t really give any instructions.  One of the biggest stress you can create for your kids is making them figure out what you would have wanted.  That is the difference between documents and planning.  At Estate Plan Pros we don’t just create documents, we create plans. 

Tags:Incapacity

Share This Post:

Erik Hartstrom

Erik is the founder of Estate Plan Pros, a leading estate planning practice in Elk Grove.  Erik’s practice focuses on Estate Planning Law. In Estate Planning, Erik works with clients to make the process simple, so clients can focus on more important things. He is a local authority for specialized estate planning instruments, like Special Needs Trust, Irrevocable Trusts, or other focused documents. Erik has litigated, negotiated, and mediated the gamut of family law cases. With this unique perspective as a family law and estate attorney he can often spot issues otherwise overlooked. Prior to graduating he worked as a legislative analyst for a non-profit organization, and volunteered as a youth counselor. Erik currently participates in local politics and is an active member of his local church. Erik is very happily married and has two young sons. Together, his family loves to get outdoors and enjoy the varied activities the Sacramento region has to offer.


Related Posts


Ready to Start Your Estate Plan? Schedule My Appointment