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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
May/June 2020
Three Important Documents
1. Will -
A will is needed by most people, even when they don’t have great wealth. More than a way to direct how your assets are distributed, a will can also provide crucial instructions for taking care of minor and special-needs children.
2. Powers of Attorney -
The financial powers of attorney names a person who will handle your financial affairs if you can’t. Two common types of these assignments are:- Limited powers of attorney for singular events, such as an absence when signing a legal document is required, and
- Durable powers of attorney, which typically goes into effect when people are incapacitated and can’t make financial decisions for themselves. In this case, it is important to clearly define the incapacity that would activate the powers.
3. Advance Directive -
When you can’t make healthcare decisions like end-of-life treatment for yourself, an advance directive can provide general guidance. Alternatively, you can assign healthcare, or medical, powers of attorney to individuals who would make these decisions for you. Consult with your family and legal advisor to make these and other estate strategy decisions carefully.CONTACT US
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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
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