{"id":102,"date":"2012-07-20T17:12:58","date_gmt":"2012-07-20T17:12:58","guid":{"rendered":"http:\/\/www.delandattorneys.com\/?p=102"},"modified":"2026-01-27T13:18:06","modified_gmt":"2026-01-27T18:18:06","slug":"guidelines-for-estate-planning-meeting","status":"publish","type":"post","link":"https:\/\/www.delandattorneys.com\/blog\/guidelines-for-estate-planning-meeting\/","title":{"rendered":"Guidelines for Estate Planning Meeting"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">There are five components to a basic estate plan:<\/h2>\n\n\n\n<p><strong><a href=\"https:\/\/www.delandattorneys.com\/last-will-and-testament-florida.html\">Will<\/a>:<\/strong> A legal declaration by which a person, the testator, names one or more persons to manage his or her estate and provides for the transfer of his or her property at death.<\/p>\n\n\n\n<p><strong>Living Will:<\/strong> A written document that states a person\u2019s wishes regarding life-support or other medical treatment in certain circumstances, usually when death is imminent.<\/p>\n\n\n\n<p><strong><a href=\"https:\/\/www.delandattorneys.com\/what-is-power-of-attorney.html\">Power of Attorney<\/a>:<\/strong> A written authorization for an agent to perform specified acts on behalf of the principal. This may be granted as either a general or a limited power and can be immediately effective or effective upon the happening of an event.<\/p>\n\n\n\n<p><strong>Health Care Surrogate:<\/strong> An adult who is appointed to make healthcare decisions for you when you become unable to make them for yourself.<\/p>\n\n\n\n<p><strong>HIPAA designation:<\/strong> A written document that allows certain designated individuals to have access to your medical records.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What to bring to your conference:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copies of your current estate planning documents (if any)<\/li>\n\n\n\n<li>A general idea of what assets you have:<br> &nbsp;&nbsp; The nature of the asset<br> &nbsp;&nbsp; The owner of the asset<br> &nbsp;&nbsp; The value of the asset<br> &nbsp;&nbsp; Any debt that may be owed<\/li>\n\n\n\n<li>A general idea of what you want to have happen to your assets when you are gone.<\/li>\n\n\n\n<li>The names, addresses, and relationships of those you intend to leave your assets.<\/li>\n\n\n\n<li>Who do you want to be \u201cin charge\u201d when you are gone?<\/li>\n\n\n\n<li>Who do you want to designate to make health care decisions for you when you are unable?<\/li>\n\n\n\n<li>If you have minor children, who do you want to care for them when you are unable?<\/li>\n<\/ul>\n\n\n\n<p>Download a complimentary <a href=\"https:\/\/www.delandattorneys.com\/pdf\/Estate-Planning-Questionnaire.pdf\" target=\"_blank\" rel=\"noopener\" title=\"Estate Planning Questionnaire\"><strong>Estate Planning Questionnaire (PDF)<\/strong><\/a><br>This form will assist you in collecting your documents and information.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Estate Planning Costs<\/h2>\n\n\n\n<p>The cost of your Estate Planning is something you should discuss with your attorney.<\/p>\n\n\n\n<p>Generally, the cost for a simple estate plan (eg. Will, Living Will, Health Care Surrogate and Power of Attorney) is approximately $900.00 per person or $1,700.00 per couple.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are five components to a basic estate plan: Will: A legal declaration by which a person, the testator, names one or more persons to manage his or her estate and provides for the transfer of his or her property at death. Living Will: A written document that states a person\u2019s wishes regarding life-support or [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-102","post","type-post","status-publish","format-standard","hentry","category-what-is"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/posts\/102"}],"collection":[{"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/comments?post=102"}],"version-history":[{"count":14,"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/posts\/102\/revisions"}],"predecessor-version":[{"id":386,"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/posts\/102\/revisions\/386"}],"wp:attachment":[{"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/media?parent=102"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/categories?post=102"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.delandattorneys.com\/blog\/wp-json\/wp\/v2\/tags?post=102"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}