Bill and Cindy from Newport have two kids that they plan to leave their assets to. They are also avid travelers who fly often and go to parts of the world that some people might politely call “adventurous.” When they came to see us for an estate plan, they knew they wanted to protect their kids from making bad financial decisions, but did not quite know how. We prepared a full estate plan for them, complete with Wills, Trusts, Powers of Attorney for financial decision-making, and Powers of Attorney for medical care (sometime also called “advance directives” or “living wills”). After more than 100 pages of documents were reviewed, signed, notarized, and witnessed, Bill and Cindy knew who would get their wealth at the time of their passing, how that wealth would be transferred, how it would be protected from creditors, how it would be protected from the kids spending an unfortunate weekend in Las Vegas, who would take care of the kids if the unthinkable should happen sooner rather than later, and who would take care of Bill and Cindy if they should become unable to care for themselves.

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