The Urgency of Legacy Planning: Business and Family

 

 

  1. BUSINESS

    : If it’s not written and notarized, it didn’t happen.

 

Grabbing business assets is a huge temptation for anyone. Sometimes, that “anyone” is a long-time business partner or trusted family member. Money does crazy things to people. Get ready.

 

Fill in the below. Now.

 

            To whom it may concern:

 

In case of My/Our disability, I/We authorize (Name) tomanage My/Our business, assets and property for the specific purpose of using them to continue, protect, and enhance our business interests.

 

            ______________________Signature ____________________Date

            ______________________Signature ____________________Date

 

 

  1. FAMILY:

 

II A.      Disability Form:

 

To whom it may concern:

 

In the case of My/Our disability, I/We authorize (Name)take charge of My/Our assets and property for the specific purpose of using them to take care of Me/Us AT HOME.

 

            _____________________Signature ____________________Date

             _____________________Signature ____________________Date

 

 

II B.  In the event of My/Our imminent death, I want my family to know My/Our five wishes: 

 

Wish 1:

 

The person I want to make health care decisions for me when I can’t make them for myself.

 

Wish 2:

 

My wish for the kind of medical treatment I want or don’t want:

 

*I believe that my life is precious, and I deserve to be treated with dignity.

*I do not want to be in pain. I want my doctor to give me enough medicine to relieve my pain         even if that means that I will be drowsy or sleep more than I would otherwise.

 

Close to death:

 

If my doctor and another health care professional both decide that I am likely to die within a short period of time, and life-support treatment would only delay the moment of my death: I do not want life-support treatment. If it has been started, I want it stopped.

 

Wish 3:

 

My wish for how comfortable I want to be:

 

*I do not want to be in pain. I want my doctor to give me enough medicine to relieve my pain, even if that means I will be drowsy and sleep more than I would otherwise.

 

Wish 4:

 

My wish for how I want people to treat me:

 

*I wish to have people with me.

 

Wish 5:

 

My wish for what I want my loved ones to know:

 

*I wish to have my family and friends know that I love them.

*I wish for all my family members to make peace with each other before my death.

 

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