Last year I did a document set for a friend’s son who was going to be living abroad for a couple of years. There was a power of attorney and health care documents. There was no occasion to use the documents for the first year but recently, the son had his ATM card chewed up and his parents were able to use the power of attorney to get him a new card. Then, when taxes were due, they realized that their son had neglected to get some important tax documents sent on from his work. They were able to use the power of attorney to request and receive the tax documents.
Last week, I was in math class with my nephew “T”, who has autism. The math teacher was giving him some one-to-one help with a math concept that he was struggling with. The teacher was sitting right in front of T and T kept clearing his throat in a loudly manner and belching. I could see that the teacher was getting a little annoyed by T’s behavior. This made me think about care plans in special needs estate planning.
Estate of Mind Blog
Is written and maintained by the member attorneys at Inter Vivos, PLLC. It is meant to focus on the situations where planning is often overlooked, but having a proper plan in place can be very important. Let Us Earn Your Family's Trust!