{"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

There are five components to a basic estate plan:<\/h2>\n\n\n\n

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

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

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

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

HIPAA designation:<\/strong> A written document that allows certain designated individuals to have access to your medical records.<\/p>\n\n\n\n

What to bring to your conference:<\/h2>\n\n\n\n