Oregon’s Working Interdisciplinary Networks of Guardianship Stakeholders (WINGS) posted a solid plan for what we should all consider, as part of planning for your life – and death.
Their web page covers four plans:
- Plan for your assets during your lifetime
- Plan for your medical decisions
- Plan for your assets at your death
- Plan for your body after your death
They also have good pointers on a variety of helpful topics:
- How should I start a conversation with my loved ones about my plan?
- What if my loved ones disagree with my wishes?
- Where should I store my documents?
- Should I give copies of my documents to my loved ones?
These are a good place to start, but for most of us, to obtain a comprehensive Life (and Death) Plan, it is best to talk to an estate, trust and tax planning attorney to set you and your legacy up for success. Fortunately, we have a whole wing of such talent here at SYK.
Victoria Blachly is a partner at SYK, and an experienced fiduciary litigator that works with many elderly clients, cases and causes.