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Case Study

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The following is an illustration of how this type of document works.

Jane and Jerry completed their first wills many years ago when their two children were young. Now empty nesters, Jane and Jerry are happily looking forward to retirement. Part of their retirement preparation plans included a meeting with their attorney to update their estate plans.

Recently, on the drive home from work, Jane was involved in a serious car accident that put her in the hospital for more than a week. The children, now old enough to speak frankly with their parents, asked their dad if he and their mom had up-to-date wills. Jerry was able to share with them that he and Jane had recently updated their entire estate plan, including their wills. They also had the proper paperwork in place if Jerry needed to make medical decisions on behalf of Jane while she was in the hospital.

Knowing that their parents had an updated estate plan gave the children peace of mind and allowed all of them to focus their energies on helping Jane recover.

Question MarkTalk It Out
Discussing financial information with your family may be difficult, but sharing your plans now avoids misunderstandings later.

Read more about getting your estate plans in order.

If you are considering including a gift to us in your will, please contact Susanna Valdez at (786) 468-2241 or

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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