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| FAQ :: QUESTION 12 | |
| << Previous • Next >> 1 • 2 •3 • 4 • 5 • 6 • 7 • 8 • 9 • 10 • 11 • 12 • 13 • 14 • 15 • 16 • | |
| My wife and I are 70 years old and we have our wills. Is there any other planning to do? | In addition to wills you may consider having
powers of attorney appointing each other as attorney and possibly one
or more of your children as alternate attorneys in
the event of incapacity. If you are starting to show signs of diminishing
capacity, you may consider a representation agreement for the management
of your daily care and financial affairs.
Appropriate asset allocation is also very important at
this stage of life. It is an important part of good planning that assets
are safe, generate a good return and flow to the estate with minimal
taxes and trouble. We assist our clients in supporting safe, appropriate,
and efficient investments. |
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